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How Well Do You Really Know Your Private Foundation Management Responsibilities?

Marks Paneth LLP

Thursday, October 17, 2013 from 8:00 AM to 10:00 AM (EDT)

How Well Do You Really Know Your Private Foundation...

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Private Foundation Ended Free  

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Event Details

In today's regulatory environment and uncertain economy, it is even more critical for a Private Foundation to be fully aware of the issues related to financial, tax and accounting matters. Please join Rob Lyons, Director at Marks Paneth & Shron LLP, and Earl Wright, Chairman and Founder of AMG National Trust Bank, as they walk us through some of these concerns. Topics will include:

  • Effectively Structuring an Alternative Investment Portfolio  
  • Investing Internationally
  • How to Handle Fixed Income in a Rising Interest Rate Environment
  • Audit and Tax Issues
  • Tax - Blocker Corporations
  • Debt Financing - Alternative Investments
  • Offshore Investments - Reporting Issues

Speakers:

  • Rob Lyons. - Director at Marks Paneth & Shron LLP
  • Earl Wright - Chairman and Founder of AMG National Trust Bank

This seminar is co-hosted by Marks Paneth & Shron LLP and AMG National Trust Bank.
Come hear the latest information on your foundation's management responsibilities.

Kindly RSVP by October 10. If you have any questions please contact Kelly Parkhurst at 212.710.1778 or kparkhurst@markspaneth.com.

Have questions about How Well Do You Really Know Your Private Foundation Management Responsibilities?? Contact Marks Paneth LLP

When & Where


Marks Paneth & Shron LLP



Thursday, October 17, 2013 from 8:00 AM to 10:00 AM (EDT)


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Organizer

Marks Paneth LLP

Marks Paneth LLP, a premier accounting firm dating back to 1907, is ranked the 34th largest accounting firm in the nation and one of the 8th largest in the Mid-Atlantic, as reported by Accounting Today and Inside Public Accounting. With a team of more than 600 people, including more than 80 partners, based out of offices throughout the Mid-Atlantic Region, Marks Paneth provides public and private businesses with a full range of audit, accounting, tax, consulting, trade remediation and valuation services, as well as litigation and financial advisory services, to domestic and international clients.  The firm serves clients in a wide range of industries including real estate; hospitality; manufacturing, wholesale and distribution; retail; media and entertainment; nonprofit and government; financial and professional services industries; and high-net-worth individuals and their families. Click here to learn more.

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