2018 Rocky Mountain Tax Seminar for Private Foundations Sponsored by El Pomar Foundation

9th annual

2018 Tax Seminar Agenda

Day One

Day One Wednesday, September 19th

8:00 AM
Transportation from The Broadmoor Hotel

Breakfast available at Penrose House until 9:30am

8:45 AM
Introductions and Announcements

Nicole Magic Soto

9:00 AM
Case Study: The "Green Light" for Impact Investing

Ruth Madrigal

9:50 AM
Break

10-minute break
 

10:00 AM
Foundation Responses to Treasury's Decisions

Audience Panel

10:25 AM
The Design of a Complex Program Related Investment

Celia Roady and Audience Panel

11:15 AM
Break

10-minute break
 

11:25 AM
Common Form 990-PF Issues

Faculty

12:00 PM
Lunch

Lunch served at Penrose House

1:00 PM
Practical Issues Confronting Private Foundations

Faculty

Adjourn at 2:15pm

Day Two

Day Two Thursday, September 20th

8:00 AM
Transportation from The Broadmoor Hotel

Breakfast available at Penrose House until 9:30am

8:30 AM
Important Developments

Bruce R. Hopkins

9:20 AM
Break

10-minute break

9:30 AM
Donor Advised Funds and Fiscal Agents

Ruth Madrigal

9:55 AM
Grants to Lobbying and Campaign Issue Orgs

Virginia C. Gross

10:20 AM
Break

10-minute break

10:30 AM
Co-Investing with Disqualified Persons

Celia Roady

11:20 AM
New Unrelated Business and Excessive Compensation Taxes

Jim Hasson and Virginia Gross

12:00 PM
Lunch

Lunch served at Penrose House

1:00 PM
Announcements for 2019 Seminar and Evaluations

Nicole Magic Soto

1:10 PM
Practical Issues Confronting Private Foundations

Faculty

Adjourn at 2:30pm

Day Three

Day Three Friday, September 21st

8:00 AM
Transportation from The Broadmoor Hotel

Breakfast available at Penrose House until 9:30am

8:30 AM
Ethical Issues Confronting Private Foundation Tax Advisors

Virginia C. Gross

9:20 AM
Break

10-minute break

9:30 AM
Resolving Fundamental Board Conflicts

Jim Hasson

10:00 AM
Sunsetting Private Foundations

Kyle H. Hybl, Esq.

10:25 AM
Break

15-minute break

10:40 AM
Excess Business Holding Issues and Solutions

Bruce R. Hopkins

11:05 AM
Grant Agreement Failures

Jim Hasson

11:30 AM
Practical Issues Confronting Private Foundations

Faculty

Adjourn at 12:30pm

The Rocky Mountain Tax Seminar for Private Foundations is a priority for me as I have been in attendance, every year, since its inception in 2010. The seminar is truly world-class – from the caliber and integrity of its faculty to the valuable learning and networking opportunities among fellow foundation executives and trustees in attendance. Whether we are discussing new rules or regulations, applying IRS standards to real-life examples, or exploring the impact of collaborative grantmaking and investment, the Rocky Mountain Tax Seminar is an intellectual and enriching program for gaining new insights and exchanging ideas.
Shelley Lyford | President and CEO | West Health Institute, Gary and Mary West Foundation and the Gary and Mary West Health Endowment