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Foundation to host 2nd annual Rocky Mountain Tax Seminar

Click here to visit the Rocky Mountain Tax Seminar Web Site

SEPTEMBER 14-16, 2011


About The Rocky Mountain Tax Seminar

This seminar is designed to update and inform managers and trustees of private foundations about the ever-changing tax laws that affect private foundations and to encourage dialogue with the panel of speakers about practical problems foundation managers face in the day-to-day management of their foundations.

Seminar Fee
The fee for each participant is $1,100. This includes breakfast on Wednesday, Thursday and Friday, a reception on Wednesday evening, lunch on Wednesday and Thursday and all seminar materials.  Payment must be received by August 31, 2011.  Cancellations made after August 31, 2011 will not be refunded.

Seminar Format
The seminar is presented in two formats:  (1) presentations by the panel on topics of current interest to private foundation managers and (2) ample question and answer sessions where the audience may submit written questions about the topics discussed or other topics of their choosing.  Every question submitted to the panel will receive an answer.

To assist new managers or trustees of foundations acclimate to this strange new world, two optional sessions will cover the basic fundamental rules governing foundations and charities in general.

All participants will receive outlines of the topics covered for future reference.


Wednesday, September 14, 2011

8:00 - 8:30 AM:   Transportation, Registration and Breakfast
                          (Available until 9:30 a.m.)

8:30 AM::            Tax Law 101 (Optional Session) 
                          James K. Hasson, Jr., Bruce R. Hopkins, and Brian Crozier

9:15 AM:             Break

9:30 AM:             Introduction and Orientation to Audience
                          James K. Hasson, Jr. and William J. Hybl

9:45 AM:             Overview of Recent Developments Affecting Private Foundations
                          and Foundation Managers
                          Bruce R. Hopkins

10:30 AM:           What Do Private Foundations Need in the Way of Policies - 
                          Especially "Anti-Madoff" Policies - and Why?
                          James K. Hasson, Jr.   

11:00 AM:           Break

11:15 AM:           A Look at Foundation Investing from a Chapter 42 and Unrelated 
                          Business Income Tax Perspective, including the Use of Foreign
                          "Blocker" Corporations and Other UBIT Avoidance Techniques
                          Brian Crozier
12:00 noon:        What Does "Reasonable" Mean in Making Compensation Decisions?
                          Bruce R. Hopkins

12:30 PM:           Lunch   

1:30 PM:             Q&A and Faculty-Audience Discussion of Real-Life Issues

2:30 PM:             Adjourn

5:30 - 7:30 PM:  Welcome Reception at Shrine of the Sun - RSVP required
                         (Transportation will be provided and details to follow)

Thursday, September 15, 2011

8:00 - 8:30 AM:  Transportation and Breakfast
                         (Available until 9:30 a.m.)

8:30 AM:            Tax Law 102 (Optional Session)
                         James K. Hasson, Jr., Bruce R. Hopkins and Brian Crozier

9:15 AM:            Break

9:30 AM:            IRS Audits - How to Prepare For and Survive Them -- and The Value
                         of Formal Legal Opinions
                         Celia Roady

10:00 AM:          Real Estate and Other Possible Business Holdings by Private Foundations
                         Kyle H. Hybl

10:20 AM:          Break

10:30 AM:          The Alphabet Soup of Non-Traditional Investment and Grant-Seeking
                         Vehicles - MRI's, PRI's, L3C's and B Corps:  What Are They and When
                         Do They Make Sense?
                         Celia Roady

11:20 AM:          Tax Returns and Financial Statements:  What to Look for in The 
                         Foundation's Documents and Those of Potential Grantees
                         James K. Hasson, Jr.
12:00 noon:       Lunch

1:00 PM:            Q&A and Faculty-Audience Discussion of Real-Life Issues

2:30 PM:            Adjourn
Friday, September 16, 2011

8:00 - 9:30 AM:  Transportation and Breakfast
                         (Available until 9:30 a.m.)

9:30 AM:            Announcements for 2012 Seminar

9:35 AM:            "What the IRS Really Thinks About Private Foundation Issues"

                         Guest Speaker, Ronald J. Schultz, former Senior Technical Advisor 
                         to the Tax Exempt/Governmental Entity Commissioner and Senior
                         Advisor to the Deputy Commissioner for Services and Enforcement,
                         Internal Revenue Service, Washington, DC.
10:15 AM:          An Informal Dialogue Among the Guest Speaker, the Faculty and 

11:00 AM:          Adjourn

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