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

13th annual

Rocky Mountain Tax Seminar Agenda

Rocky Mountain Tax Seminar Agenda Wednesday, September 21st

8:00 AM
Hotel Shuttle to Penrose House, Garden Pavilion

Departs from Broadmoor West

8:15 AM
Attendee Check In and Breakfast

Garden Pavilion 

9:00 AM
Welcome and Introductions

Welcome and Introductions

9:10 AM
Tribute to Bruce Hopkins

Hasson and others 

9:35 AM
Break

Garden Pavilion 

9:45 AM
Recent Important Happenings for Private Foundations in Congress or Courts

Ofer Lion

10:10 AM
Recent Important Happenings for Private Foundations at Treasury Dep or IRS

Ruth Madrigal

10:35 AM
Recent Important Happenings for Donor-Advised Funds or Supporting Orgs

Jim Hasson

11:00 AM
Break

Garden Pavillion 

11:15 AM
Can Private Foundations Co-Invest with Disqualified Persons?

Faculty

12:05 PM
Lunch

Garden Pavilion 

2:00 PM
Hotel Shuttle to Broadmoor West

Departs from Garden Pavilion, upper parking lot

4:45 PM
Hotel Shuttle to Penrose House, Garden Pavilion

Departs from Broadmoor West

5:00 PM
Welcome Reception; Hors d'oeuvres and Cocktails

Penrose House, Fountain Courtyard

*dinner at your leisure

6:15 PM
Hotel Shuttle to Broadmoor West

Departs from Garden Pavilion, upper parking lot

Rocky Mountain Tax Seminar Agenda

Rocky Mountain Tax Seminar Agenda Thursday, September 22nd

8:00 AM
Hotel Shuttle to Penrose House, Garden Pavilion

Departs from Broadmoor West
 

8:15 AM
Breakfast

Garden Pavilion

9:00 AM
Announcements

Garden Pavilion 

9:10 AM
Do Lawyers and Accountants View Form 990-PF Differently?

Ruth Madrigal and Shannon Kirkpatrick 

9:35 AM
IRS Audits, State AG & Congressional Investigations Key Differences

Celia Roady 

10:00 AM
Break

Garden Pavilion

10:15 AM
Considerations for Pvt. Foundations Engaged in Direct Charitable Activities

Maureen Lawrence 

10:40 AM
A Trio of Ideas: PRI’s, Set-Asides and Newman’s Own Exception

Ofer Lion 

11:30 AM
Alphabet Soup: Impact of ER on PRI’s and MRI’s

Jim Hasson

12:00 PM
Lunch

Garden Pavilion

1:00 PM
Practical Issues Confronting Private Foundations

Faculty

2:00 PM
Hotel Shuttle to Broadmoor West

Departs Garden Pavilion, upper parking lot

Rocky Mountain Tax Seminar Agenda

Rocky Mountain Tax Seminar Agenda Friday, September 23rd

8:00 AM
Hotel Shuttle to Penrose House, Garden Pavilion

Departs from Broadmoor West

8:15 AM
Breakfast

Garden Pavilion

9:00 AM
Announcements and Survey Evaluations

Garden Pavilion

9:10 AM
What Are the Most Challenging Issues with Board and Executive Compensation?

Celia Roady 

9:35 AM
The Hidden Traps in Code Section 4960

Ruth Madrigal and Shannon Kirkpatrick 

10:00 AM
Break

Garden Pavilion

10:15 AM
What Are the Key Policies All Foundations Should Have?

Faculty 

11:05 AM
Practical Issues Confronting Private Foundations

Faculty 

12:15 PM
Hotel Shuttle to Broadmoor West

Departs Garden Pavilion, upper parking lot

Please watch for updates for the 2022 Seminar.