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Estate Administration – The Not-So-Hidden Exception to Self-Dealing Prohibitions

Private foundations are a favored vehicle for many charitably inclined clients — particularly those who seek to take a hands-on approach to their charitable mission while establishing a lasting legacy for their families....more

Recent Priority Guidance Plan Shows Increased Focus on DAFs by IRS

The US Department of the Treasury and the Internal Revenue Service issued its most recent Priority Guidance Plan Joint Statement (the Plan) on November 4, 2022. The Plan details more than 200 priorities for the 12-month...more

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