This year our quarterly membership calls will focus on private foundations. We're looking forward to examining them in depth, and we'll leave ample time for questions and answers.
Our next call, on Wednesday, April 5, 2017, at 11:00 a.m. Central (12:00 noon Eastern), features Norah Jones from Quarles & Brady in Chicago, IL.
Topic: "Advising Families with New Private Foundations"
This discussion will cover:
- Board Obligations and Fiduciary Duties;
- Minimum Distribution Requirements;
- Taxable Expenditures;
- Unrelated Business Taxable Income; and
- Family Dynamics.
Please be sure to join us!
Call-in number: 866-646-6488 Participant pass code: 7255887619
Upcoming Group Calls
And please mark your calendars for the following Group membership calls at 11:00 a.m. Central, 12 noon Eastern:
- Wednesday, July 12, 2017, "Governance & Succession"
- Wednesday, October 4, 2017, "Consolidation, Reorganization & Termination"