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Mission-Related Investments under Trust Law

As explored in a previous article, the IRS clarified that mission-related investments (MRIs) will not trigger the private foundation “jeopardy investment” rule (that is, a private foundation cannot make investments that would...more

IRS Announces Plans to Increase Audits on High-Net-Worth Individuals and their Related Entities

At the end of June, the Commissioner of the IRS Large Business and International Division announced a new campaign to audit high-net-worth individuals and the entities (such as partnerships, corporations, trusts, and private...more

Does an Excise Tax Apply When Company Employees Serve as Directors and Officers of the Company Foundation?

New proposed IRS regulations clarify that the tax will not apply in most cases when company officers/employees serve as directors and officers of the company foundation for no compensation from the foundation In a prior blog...more

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