This session will describe the common issues in foundation management, from a tax, accounting, legal and operations perspective.  Foundations are subject to numerous requirements, and through a view of the common issues in foundation management, we will examine best practices and pitfalls to avoid.  With expert panelists in each of the areas of focus, we will cover a broad range of issues that affect foundations. 

Presenters

Jonathan Blum, Partner, Holland & Knight 

Michael Meadows, President & CEO, Meadows Family Consulting Group

Neely Duncan, Partner, Forvis Mazars

Learning Objectives

• Understand the various tax, legal, and accounting requirements applicable to foundations
• Learn best practices and pitfalls to avoid in foundation operations
• Gain the ability to issue spot areas of concern and how to address them