BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/New_York X-LIC-LOCATION:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:c4c34d5880c724980efc6eed150b103819 CATEGORIES:Events SUMMARY:Not Your Grandfather’s Foundation: Timely Updates on Charitable Giving Matters LOCATION:Charlotte City Club\, 121 W Trade St #3100\, Charlotte, NC 28202 DESCRIPTION:
Join us on February 4, 2020 at the Charlotte City Club for a presentatio n from Jeffrey Haskell, chief legal officer of Foundation Source, who will provide an overview of private foundations and explain how their structure and rules have changed since grandfather’s days of yesteryear. Approved for 1 hour CE credit. Also, learn how foundations d iffer from donor-advised funds and discuss their current trends such as:
The cost to register is $40 for members and $85 for non-members.
There is no fee for cancellations made four or mo re business days prior to the event. Cancellations made 1-4 business days p rior to the event will not receive a refund.
Jeffrey D. Haskell, J.D., LL.M. is one of the nation's mo
st knowledgeable speakers and authors in the areas of private foundation la
w, compliance, and taxation.
As Chief Legal Officer for the nation’s l
argest provider of comprehensive support services for private foundations,
Mr. Haskell is responsible for providing guidance on legal and tax issues t
o the foundations that the company serves.
He works with and provides guidance to a team of attorneys, accountants, and support professional who provide tax reporting services to clients of the company as well as suppor t to foundations and their advisors on a range of issues including Program- and Mission-Related Investments, grants to individuals, expenditure respon sibility grants, equivalency determinations, scholarship and award programs , set-aside projects, return preparation, and compliance with self-dealing, minimum required distributions, excess business holdings, jeopardizing inv estments, and taxable expenditure rules.
Articles by Mr. Haskell have appeared in Trust & Estates, Taxation of Exempts, and Private Wealth m agazines. Additionally, he is a frequent speaker at conferences, and estate and tax planning councils across the U.S. Mr. Haskell is involved in pro b ono work for public charities and has served as an adjunct lecturer at Baru ch College of Accountancy, where he taught corporate tax law.
Prior t o joining Foundation Source, Mr. Haskell was an associate at the law firms of Kronish Leib Weiner & Hellman LLP and Olshan Grundman Frome Rosenzwe ig & Wolosky, in the Tax and Trusts and Estates departments. Prior to j oining Olshan Grundman, he worked at Coopers & Lybrand in the Business Tax Planning Group. Mr. Haskell is a graduate of Yeshiva University and the Benjamin N. Cardozo School of Law, where he was a member of the Cardozo La w Review. He received a Masters of Law in Taxation from New York University School of Law, where he was a member of the NYU Tax Law Review.