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About The Rocky Mountain Tax Seminar
This seminar is designed to update and inform managers and trustees of private foundations about the ever-changing tax laws that affect private foundations and to encourage dialogue with the panel of speakers about practical problems foundation managers face in the day-to-day management of their foundations.
Seminar Fee
The fee for each participant is $1,100. This includes breakfast on Tuesday, Wednesday and Thursday, a reception on Tuesday evening, lunch on Tuesday and Wednesday and all seminar materials. Payment must be received by August 15, 2010. Cancellations made after August 15, 2010 will not be refunded.
Seminar Format
The seminar is presented in two formats: (1) presentations by the panel on topics of current interest to private foundation managers and (2) ample question and answer sessions where the audience may submit written questions about the topics discussed or other topics of their choosing. Every question submitted to the panel will receive an answer.
To assist new managers or trustees of foundations acclimate to this strange new world, two optional sessions will cover the basic fundamental rules governing foundations and charities in general.
All participants will receive outlines of the topics covered for future reference.
Agenda
August 31, 2010
8:00 - 8:30 AM: Transportation, Registration and Breakfast
(Available until 9:30 a.m.)
8:30 - 9:15 AM: Tax Law 101 (optional session) - The Basic Rules for Private
Foundations
James K. Hasson, Jr., Bruce R. Hopkins and Celia Roady
9:15 - 9:30 AM: Break
9:30 - 9:45 AM: Introduction and Orientation for Audience
Thomas J. Brorby and Kyle H. Hybl
9:45 - 10:30 AM: Overview of Recent Developments Affecting Private Foundations and
Foundation Managers
Bruce R. Hopkins
10:30 - 11:00 AM: Recommendations for Addressing Recurrent Self-Dealing Issues
James K. Hasson, Jr.
11:00 - 11:15 AM: Break
11:15 - Noon: Election Year Issues: How Far Can Foundations and Grantees Go,
Politically and Legislatively?
Celia Roady
Noon - 12:30 PM: Compensation: Can Foundation Managers Be Treated More Fairly
Than Bankers?
Thomas J. Brorby
12:30 - 1:30 PM: Lunch
1:30 - 2:30 PM: Audience Questions for Panel
5:30 - 7:30 PM: Reception at Carriage Museum
September 1, 2010
8:00 - 8:30 AM: Transportation and Breakfast
(Available until 9:30 a.m.)
8:30 - 9:15 AM: Tax Law 102 (optional session) - Tax Exemption and Unrelated Business
Income Tax for Charities
James K. Hasson, Jr., Bruce R. Hopkins and Celia Roady
9:15 - 9:30 AM: Break
9:30 - 10:00 AM: Latest Developments in Program-Related Investments and Other
Forms of Venture Philanthropy and Direct Charitable Activities
Celia Roady
10:00 - 10:15 AM: An Example of Direct Charitable Activities: El Pomar Foundation
Fellowship and Executive Training Program
Kyle H. Hybl
10:15 - 10:30 AM: Break
10:30 - 11:20 AM: Estate Taxes, Donor Advised Funds and Supporting Organizations:
Are Private Foundations Becoming Obsolete?
James K. Hasson, Jr.
11:20 - Noon: "Good Governance" by Osmosis: The Indirect Impact of IRS And Private
Sector Initiatives
Bruce R. Hopkins
Noon - 1:00: Lunch
1:00 - 2:30 PM: Audience Questions for Panel
3:30: Transportation from Broadmoor Hotel to Olympic Training Center for Tour
(Optional)
September 2, 2010
8:00 - 9:30 AM: Transportation and Breakfast
(Available until 9:30 a.m.)
9:30 - 10:15 AM: Guest Speaker, Catherine E. Livingston, Office of Chief Counsel,
Internal Revenue Service, Washington, D.C. -
"Tax Law for Private Foundations: A Government Perspective"
10:15 - 10:30 AM: Break
10:30 - 11:30 AM: Audience Questions for Ms. Livingston and Panel
11:30 AM: Adjourn
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