2017 Rocky Mountain Tax Seminar for Private Foundations Sponsored by El Pomar Foundation

8th annual

2017 Tax Seminar Agenda

DAY ONE

DAY ONE Wednesday, September 20th

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
Keynote : Will Private Foundations & Other Charities Survive Tax Reform?

Harold Hancock

10:00 AM
Break

15-minute break
 

10:15 AM
Panel Discussion Regarding Keynote Address

Harold Hancock and Faculty

11:05 AM
Break

10-minute break
 

11:15 AM
IRS Audit Update

Celia Roady

11:45 AM
Lessons Foundations Can Take From High Profile News Stories

Ruth Madrigal

12:35 PM
Lunch

Lunch served at Penrose House

1:35 PM
Practical Issues Confronting Private Foundations

Faculty

Adjourn at 2:35pm

DAY TWO

DAY TWO Thursday, September 21st

8:00 AM
Transportation from The Broadmoor Hotel

Breakfast available at Penrose House until 9:30am

8:30 AM
Grant-Making, Tipping and Supporting Organizations

Virginia Gross

9:20 AM
Break

10-minute break

9:30 AM
Important Developments

Bruce R. Hopkins

10:20 AM
Break

10-minute break

10:30 AM
Case Study : Program-Related and Social Impact Investing

Celia Roady

11:20 AM
Break

10-minute break

11:30 AM
The Recent History of Administrative Tax Policy Development

Ruth Madrigal

12:00 PM
Lunch

Lunch served at Penrose House

1:00 PM
Announcements for 2018 Seminar and Evaluations

Nicole Magic Soto

1:10 PM
Practical Issues Confronting Private Foundations

Faculty

Adjourn at 2:10pm

DAY THREE

DAY THREE Friday, September 22nd

8:00 AM
Transportation from The Broadmoor Hotel

Breakfast available at Penrose House until 9:30am

8:30 AM
What are "Usual and Customary" Legal Services for Private Foundations

Faculty

9:20 AM
Break

10-minute break

9:30 AM
The Top Ten Self-Dealing Traps for Private Foundations

Bruce Hopkins

10:00 AM
Funds Inside Your Fund that Aren't Really Funds

Kyle H. Hybl, Esq.

10:25 AM
Break

15-minute break

10:40 AM
What Protective Procedures Exist for Compensation Practices?

James K. Hasson, Jr.

11:05 AM
When Do Private Foundations Have to Worry About UBIT?

Virginia Gross

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