Private Foundations: Tax and Compliance Strategies
What You Will Learn
- Attend this program to hear key strategies for private foundations.
What You Will Learn
- Attend this program to hear key strategies for private foundations.
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Price
$60
for CLE/CJE Credit - MEMBER (Philadelphia Bar Association)
$80
for CLE/CJE Credit - NON-MEMBER
$35
for NON-CLE Credit/ Law Student - Members (Materials Included)
$45
for NON-CLE Credit/ Law Student NON-Member
60 minutes
Date Published
October 29, 2025
Publisher
Philadelphia Bar Association
Subjects
Business Law, Other, Tax
Questions
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Summary
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Private Foundations: Tax and Compliance Strategies
Program Originally Presented Wednesday, October 29, 2025
This CLE presentation provides a comprehensive overview of private foundation law, covering key tax and compliance considerations from formation through ongoing operations. Attendees will learn the defining characteristics of private foundations, the five prohibited transaction rules under the Internal Revenue Code, and best practices for governance, investment, and grantmaking to maintain compliance and minimize excise tax exposure.
Attend this program to hear key strategies for private foundations.
Panelists:
Noel A. Fleming, Esq.
Partner, Business Counseling
Archer & Greiner P.C.
Kayci D. Petenko , Esq.
Partner, Business Counseling
Archer & Greiner P.C.
0357ODV
Program Titles and Supporting Materials
This program contains the following components:
Media Files
Downloadable Files
Credit
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.
How to Attend
Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.
Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.
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