WA 2nd Annual Private Foundation Summit Seminar

• Seminar Details $699.00  - Standard Tuition
  

Private Foundations: Tax Law and Compliance, 3rd Edition

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View brochure for complete details

Other ways to Register: Call 1-888-263-5879 | Printable Form (fax or mail)

Credit

Continuing Education Credit Information

CPAs/Accountants: PESI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org. For more information regarding administrative policies such as complaint, refund and cancellation, please contact our offices at 800-844-8260. Sponsor #103015.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour

Prerequisites: Basic knowledge of Trusts
Advance Preparation: none
Instructional/delivery method: group-live
Level of Knowledge: Intermediate
Field of Study: Taxation
Maximum Recommended CPE: 15.0 credits

Please refer to the information in the seminar brochure for outline, course content and objectives.

*Credit Calculation: NASBA allows one-half CPE credit increments (equal to 25 minutes) after the first credit has been earned in a given learning activity. Please check with your state accountancy board to see if they allow half-credit increments. Partial credits allowed based on actual attendance (50 minutes = 1.0 credit / rounded down to full/ minimum 1.0 credit). PESI does not report credits earned.

Certified Financial Planner Certificants: PESI has submitted an agreement to the Certified Financial Planner Board of Standards, Inc., to meet the board's requirements covering maintenance of attendance records, retention of programs, outlines, qualifications of instructors and length of class hours. This agreement does not constitute an endorsement by the board as to the quality of the program or its contribution to the professional competence of the CERTIFIED FINANCIAL PLANNER registrant. Sponsor #466. This course has been approved for 12.00 credits. CFP and CERTIFIED FINANCIAL PLANNER are federally registered service marks of the Certified Financial Planner Board of Standards, Inc.

Enrolled Agents: PESI has entered into an agreement with the Office of Director of Practice, Internal Revenue Service, to meet the requirements of Treasury Department Circular 230, 10.6(g), covering maintenance of attendance records, retention of program outlines, qualification of instructors, and length of class hours. This agreement does not constitute an endorsement by the Director of Practice as to the quality of the program or its contribution to the professional competence of the enrolled individual. Sponsor #421. This course qualifies for 15.0 credits.

AZ Attorneys: The State Bar of Arizona does not approve or accredit CLE activities for the mandatory continuing legal education requirement. This activity may qualify for up to 12.75 hours toward your annual MCLE requirement for the state of Arizona, including 0.0 hours of professional responsibility. PESI does not report credits earned.

CA Attorneys: PESI, LLC has been approved as a continuing education provider of Minimum Continuing Legal Education credit by the State Bar of California, Office of Certification. This program will qualify for MCLE credit by the State Bar of California in the amount of: Total Hours: 12.75 (of which the following hours will apply) 0.0 legal ethics, 0.0 elimination of bias in the legal profession, 0.0 prevention, detection and treatment of substance abuse. Provider Number: 2799. Bar number required. PESI certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. PESI does not report credits earned.

PESI has submitted an application for 12.75 CLE credits to the following states (credit is currently pending - - unless otherwise indicated, PESI will report attendance if bar number is provided):

-Alaska* - approved
-Alabama - approved (12.50 CLE credits)
-Arkansas
-Delaware - approved (12.80 CLE credits)
-Georgia - approved (12.80 CLE credits)
-Idaho - approved (9.5 CLE credits)
-Illinois* - approved (11.50 CLE credits)
-Indiana - approved (12.50 CLE credits)
-Iowa* - approved (11.50 CLE credits)
-Kentucky - approved
-Louisiana - approved
-Maine - approved
-Minnesota* - approved (9.50 CLE credits)
-Mississippi - approved (12.80 CLE credits)
-Montana - approved
-North Carolina* - approved (11.50 CLE credits)
-North Dakota* - approved (11.50 CLE credits)
-New Hampshire - approved (11.50 CLE credits)
-New Mexico - approved (12.20 CLE credits)
-Nevada*
-Ohio - approved
-Oregon - approved (13.0 CLE credits)
-Pennsylvania - approved (12.50 CLE credits)
-South Carolina
-Tennessee - approved
-Texas - approved
-Utah - approved (12.50 CLE credits)
-Vermont* - approved (13.75 CLE credits)
-Virginia* - approved (10.50 CLE Credits)
-Washington
-Wyoming* - approved

*PESI does not report credits earned.

PESI has submitted an application for 15.00 CLE credits to the following states (credit is currently pending):

-Colorado - approved
-Florida* - approved (14.0 CLE credits)
-Kansas - approved (12.50 CLE credits)
-Missouri* - approved (13.80 CLE credits)
-New York* - The New York's Approved Jurisdiction policy applies to this program. Attorneys may apply CLE credit earned for completion of this course to their New York CLE requirement.
-Oklahoma - approved (15.50 CLE credits)
-Rhode Island - approved
-West Virginia* - approved (15.30 CLE credits)
-Wisconsin- approved

*PESI does not report credits earned.

Financial aid available upon request.

If your profession is not listed, please contact your board to determine your continuing education requirements and check for reciprocal approval. Many boards will approve this seminar based on other board approvals shown here. PESI, LLC, provides all attendees with documentation of attendance

Faculty

Speaker: Richard Abramson

Richard Abramson is the Senior National Managing Director of Bernstein s private client business, a position he assumed in 2002. He joined the firm in 1979 as a managing director in charge of the Financial Advisor department; a few years later he was instrumental in initiating the Institutional Advisory business and was named a director responsible for marketing to large institutional plan sponsors. In 1998 he resumed his responsibilities as a managing director in the Financial Advisor department. Prior to joining the firm, Mr. Abramson was vice president of NSR Asset Management Corp. from 1975 to 1979; a funds evaluation group consultant at A.G. Becker Paribas, Inc., from 1973 to 1975; and an associate in the corporate finance department at Hayden Stone, Inc. He earned a BS from the US Air Force Academy and an MBA from Babson College. Mr. Abramson is a Chartered Financial Analyst charter holder and a member of the New York Society of Security Analysts. In addition, he is co-chairman of the Investment Committee and a member of the Finance, Audit and Executive Committee of North Shore-Long Island Jewish Health System; chairman of the Investment Committee, Association of Graduates, US Air Force Academy; a member of the Financial Advisory Committee of Hadassah; and secretary and Chairman of the Investment Committee of the Washington Institute for Near East Studies. Member of the Investment Committee of American Enterprise Institute, Tikvah Foundation, American Friends of Hebrew University, The Legacy Heritage Foundation and Alliance Bernstein Retirement Committee.

Speaker: Peter Berliner

Peter Berliner is the Managing Director of the PRI Makers Network, a national association of foundations making program-related investments as a means to advance their philanthropic goals. Peter was previously the program director and senior program officer at the Paul G. Allen Family Foundation. Prior to joining the Foundation, he was the executive director of the Children s Alliance and Youth Eastside Services. Peter is a member of Washington State s Early Learning Advisory Council, and serves on the boards of Thrive by Five-Washington, 501 Commons, and YouthForce. He is a past-president of the board of Philanthropy Northwest.

Speaker: Gregory L. Colvin

Gregory L. Colvin is Principal at Adler & Colvin. Mr. Colvin's practice includes political and lobbying activities of nonprofit organizations, fiscal sponsorship, donor advised funds, anonymous giving, grantmaking, and other issues that arise between individual donors and charities. Mr. Colvin served as Co-Chair of the Subcommittee on Political and Lobbying Organizations and Activities of the Exempt Organizations Committee of the Tax Section of the American Bar Association from 1991-2009. He is also general nonprofit counsel to Toastmasters International, the worldwide public speaking organization, and to Community Initiatives, a leading regional fiscal sponsor based in San Francisco. Mr. Colvin has presented numerous seminars on the IRS political and lobbying rules, fiscal sponsorship, and anonymous giving. He is an Adjunct Professor at the University of San Francisco, Institute for Nonprofit Organization Management.

Speaker: Jeffrey D. Haskell

Jeffrey D. Haskell is the Chief Legal Officer Foundation Source. Prior to joining Foundation Source, Mr. Haskell was an associate at the law firms of Kronish Leib Weiner & Hellman LLP and Olshan Grundman Frome Rosenzweig & Wolosky, in the Tax and Trusts and Estates departments. Prior to joining Olshan Grundman, Mr. Haskell worked at Coopers & Lybrand for several years in the Business Tax Planning Group. Mr. Haskell is involved in pro bono work for public charities and has served as an adjunct lecturer at Baruch College of Accountancy, where he taught corporate tax law. Articles by Mr. Haskell have appeared in Trusts & Estates magazine and Cardozo law review. He is a frequent speaker on the rules and regulations pertaining to private foundations. Mr. Haskell is a graduate of Yeshiva University and the Benjamin N. Cardozo School of Law, where he was a member of the Law Review. He received a Masters of Law in Taxation from New York University School of Law, where he was a member of the Law Review.

Speaker: Richard Henriques

Richard Henriques is the Chief Financial Officer at The Bill & Melinda Gates Foundation. He oversees Finance and Accounting, Financial Planning and Analysis, Strategic Planning, Impact Planning and Improvement, and several special initiatives. Before joining the foundation, Henriques was senior vice president of finance and corporate controller at Merck. His areas of expertise include corporate controllership and governance, strategic planning, performance measurement, and cost management,particularly in the pharmaceutical and pharmacy benefit management industries. Henriques has also served on the boards of several nonprofits in the Philadelphia area. Henriques holds a Master of Business Administration degree from The Wharton School at the University of Pennsylvania.

Speaker: Bruce Hopkins

Bruce R. Hopkins is a senior partner with the law firm Polsinelli Shughart PC, in its Kansas City, Missouri, office. His practice focuses on the representation of tax-exempt organizations, including private foundations. Books he has authored or co-authored include Private Foundations: Tax Law and Compliance, Third Edition; Private Foundation Law Made Easy; The Law of Tax-Exempt Organizations, Ninth Edition; The New Form 990: Law, Policy, and Preparation; The Tax Law of Charitable Giving, Fourth Edition; Starting and Managing A Nonprofit Organization: A Legal Guide, Fifth Edition; IRS Audits of Tax-Exempt Organizations: Policies, Practices, and Procedures; and Nonprofit Governance: Law, Practices & Trends. He writes a monthly newsletter, Bruce R. Hopkins' Nonprofit Counsel (which won a 2009 Newsletter on Newsletters journalism award for best technical article). He received the Nonprofit Lawyers Award (2007) from the American Bar Association. He has served as an adjunct professor of law in three law schools; he is presently on the faculty of the University of Kansas Law School. He is a graduate of the University of Michigan, and received J.D. and LL.M (taxation) degrees from the George Washington University National Law Center. He is listed in The Best Lawyers in America (charity law) (2007-2010).

Speaker: Jeanette Lodwig

Jeanette Lodwig is a member of Davis Wright Tremaine LLP s Tax-Exempt Organizations practice group. Ms. Lodwig advises private foundations, public charities and other nonprofit organizations on matters such as qualification for federal tax exemption, U.S. and international grantmaking, compliance with private foundation and donor-advised fund rules, and nonprofit board governance. She provides grantmaking training workshops and has been a speaker on topics such as endowment management and compliance with the rules under the Pension Protection Act. Ms. Lodwig is the past Secretary of the American Bar Association Section of Taxation Exempt Organizations Committee.