Podcast
Ep. 56 – Navigating Self-Dealing Rules in Private Foundations with Victoria Fiengo
On this episode, host Erin Nicholls welcomes Victoria Fiengo, Private Client Services Associate, to discuss the complexities of self-dealing in private foundations. The discussion focuses on the importance of understanding the broad definition of disqualified persons to avoid impermissible self-dealing actions that the IRS would consider an abuse of its rules. In this vein, practitioners are reminded of the need for careful estate planning, particularly when considering private foundations as beneficiaries, as it can complicate estate administration. Tune in, as this episode serves as a guide for navigating numerous regulations surrounding private foundations and self-dealing.
Like what you hear? Click below to subscribe to the podcast and get emailed new episodes as they become available, along with exclusive subscriber content.
If you’d like to listen to episodes on your preferred streaming platform, please click the links below to subscribe.
Resource Links:
- Future Focused | Wiggin and Dana LLP (privatewealthinsights.com)
- Subscribe | Future Focused | Private Wealth Insights
- Ep. 51 – Navigating the Complexities of Private Foundations: Best Practices and Compliance Insights with Erin Nicholls and Sara Osinski
- Charitable Giving Options: Donor-Advised Funds vs. Private Foundations
- 5 Key Annual Requirements for Private Foundations
- Ep. 11 – Private Foundations 101: Annual Administrative Requirements