2022 Rocky Mountain Tax Seminar for Private Foundations Presented by El Pomar Foundation

13th annual

      Policies of the Rocky Mountain Tax 
Seminar for Private Foundations

  1. Every effort is made by seminar faculty to answer all questions posed by registrants, but with the understanding that such questions and answers do not create an attorney-client relationship with the faculty members and are provided for educational purposes only. Presentations and answers to questions do not constitute legal advice or a recommended course of action in a specific organization’s situation and registrants should engage and consult qualified legal counsel before taking any action discussed during the seminar.

 

  1. Per Treasury Department requirements, none of the written materials provided to attendees during the seminar is permitted to be used in promoting, marketing or recommending to another party any   tax shelter or other transaction, arrangement or matter or for the avoidance of any penalties that may be imposed under the Internal Revenue Code or any other applicable tax law.

 

  1. The sponsors of the seminar, upon request, will assist any registrant in obtaining professional education credit for seminar attendance but cannot assure registrants that such credit will be provided and cannot assume any costs associated with obtaining credit of this type.

 

  1. The Rocky Mountain Tax Seminar for Private Foundations is an informal forum for the exchange of information among speakers, trustees or directors, foundation staff members and governmental representatives. Its purpose is to advance knowledge of and compliance with the many federal and state laws and regulations affecting private foundations and similar organizations. Experience has shown that the free and open exchange of information is inhibited if audio or video recordings are made of presentations by speakers and of question and answer sessions among speakers and guests. It is the policy of the Rocky Mountain Tax Seminar that no speaker or attendee may record the presentations or question and answer sessions, even if it for one’s personal use. Any speaker or attendee who violates this policy will be required to leave the seminar if he/she is unwilling to comply and to erase any recordings made contrary to this policy. El Pomar Foundation, as sponsor of the seminar, reserves the right to require any person to surrender to it any recording made in violation of this policy.

 

If you have any questions about   these   policies, please contact Eleanor Martinez.

 

Policy on Recording

The Rocky Mountain Tax Seminar for Private Foundations is designed to be an informal forum for the exchange of information among speakers, trustees or directors, foundation staff members, and governmental representatives.  Its purpose is to advance knowledge of and compliance with the many federal and state laws and regulations affecting private foundations and similar organizations.  Experience has shown that the free and open exchange of information is inhibited if audio or video recordings are made of presentations by speakers and of question and answer sessions among speakers and guests.  Accordingly, it is the policy of the Rocky Mountain Tax Seminar that no speaker or attendee may record the presentations or question and answer sessions, even if for one's own use, and that any speaker or attendee who violates this policy will be required to leave the Seminar if he or she is unwilling to comply and to erase any recordings made contrary to this policy.  El Pomar Foundation, as sponsor of the Seminar, reserves the right to require any speaker attendee to surrender to it any recording made in violation of this policy.