Everand Logo

Welcome to Everand!

  • Discover millions of ebooks, audiobooks, and so much more with a free trial

    Only $11.99/month after trial. Cancel anytime.

    Unavailable
    How To Avoid Self-Dealing
    Unavailable
    How To Avoid Self-Dealing
    Unavailable
    How To Avoid Self-Dealing
    Ebook45 pages39 minutes

    How To Avoid Self-Dealing

    By Sara Beggs

    ()

    Currently unavailable

    Currently unavailable

    About this ebook

    The self-dealing rules are among the easiest for foundations to violate. The rules prohibit certain transactions between private foundations and insiders, called disqualified persons. This primer includes: Definition of self-dealing; Common questions related to self-dealing; Self-dealing checklist; A graphic guide to disqualified persons; How to safeguard your foundation against acts of self-dealing.

    LanguageEnglish
    PublisherAssociation of Small Foundations
    Release dateSep 24, 2012
    ISBN9781301195800
    Unavailable
    How To Avoid Self-Dealing

    Related to How To Avoid Self-Dealing

    Related ebooks

    Business For You

    View More
    View More

    Related podcast episodes

    Related articles

    • Article

      Are You Ready for Longevity? 4 Steps to Take Now

      Aug 13, 2018

      Did you know that a non-smoking 65-year-old woman today has a 50% chance of living until 88? A non-smoking 65-year-old man has a 50% chance of living until 85? That's how life expectancy works - the longer you live, the more likely you will live lon

      4 min read

    • Article

      An Overview of Self-Directed IRAs: Basics for Investors

      Dec 7, 2020

      Traditional IRAs have been around for 46 years, with the enabling legislation passed by Congress in 1974! Roth IRAs started in 1997 as part of the far-reaching Taxpayer Relief Act of that year. Over time many of the rules and requirements have been m

      2 min read

    • Article

      Busting Trust Myths

      Sep 3, 2020

      “Trust busting” is the term often used to describe instances where a court finds in favour of a claimant trying to access trust assets. Here, though, I do not want to talk about “trust busting”. Instead I want to bust some trust myths. There has been

      2 min read

    • Article

      Beneficiary Designations: 5 Critical Mistakes to Avoid

      Apr 5, 2019

      Many people might not realize that their will does not control who inherits all of their assets when they die. Many assets pass by beneficiary designation -- which is the ability to fill out a form with the financial company holding the asset and na

      3 min read

    • Article

      Once You Create a Living Trust, Don’t Forget to Fund It

      Oct 26, 2020

      Far too often, when I review prospective clients’ trust documents and financial statements, I find that their accounts haven’t been titled in the name of the trust they created. Did they mistakenly believe that simply by having a trust, their assets

      3 min read

    • Article

      How to Search for Old Savings Bonds

      May 1, 2018

      [Question]My grandfather and father passed away when I was 8 years old. I heard they had savings bonds for me. I'm 37 now and have no one left to ask about it. How do I find out if there really are any savings bonds for me, and how do I go about find

      2 min read

    • Article

      Could Your Trust Be Disregarded By The Courts?

      Mar 20, 2021

      THE fact that you have a written trust deed is no guarantee that your assets are secure and the trust is safe from attack. If you never intended to create a genuine trust from the outset, it may be attacked and labelled a sham trust. On the other han

      3 min read

    • Article

      Legacy Planning: Create a Lasting Legacy

      Oct 30, 2020

      There will come a time when you realize that you have spent a lifetime building your wealth and you want to know how it can provide a lasting legacy to the next generation. You might be at that stage today or see it as a future event. Either way, you

      5 min read

    • Article

      © Opyright Basics

      Mar 4, 2021

      Celebrating its 21st anniversary on 26 April 2021, World Intellectual Property Day recognises the impact intellectual properties have on our day-to-day lives. As writers, many of us wouldn’t have a writing business if it wasn’t for copyright, because

      6 min read

    • Article

      Get Smart About Social Security

      Nov 1, 2017

      GETTING THE MOST out of Social Security is all about waiting as long as possible to start filing for benefits, right? Not quite—especially if, as a business owner, you get to decide how you are paid. You can actually live on a lot more money in ret

      4 min read

    • Article

      Owner Occupied Commercial

      Nov 28, 2019

      Commercial property is a great investment vehicle; however, it can be a hard market to access with shorter repayment terms, higher interest rates and a greater deposit required for lending. Business owners, however, have a unique opportunity in this

      2 min read

    • Article

      How Much Should Go into Your Special Needs Trust?

      Jun 10, 2019

      One of the most difficult challenges in planning for a child with special needs is figuring out how much money it is going to cost to provide for the child, both while the parents are alive, and after the parents pass someday. All too often, it seem

      4 min read

    • Article

      Equifax Data Breach Settlement: What You Need to Know

      Jul 24, 2019

      If you're one of the roughly 147 million people whose sensitive personal information was exposed in the 2017 Equifax data breach, get ready to claim your share of the relief. The credit bureau has agreed to a settlement of up to $700 million with the

      4 min read

    • Article

      How Can a Trust Help You Avoid Nursing Home Costs?

      Apr 28, 2020

      Contrary to the marketing messages you hear from Wall Street, retiring successfully is about much more than reaching some "magic number" in investment savings. It's also about protecting that money from retirement risks, such as taxes and long-term

      4 min read

    • Article

      Charitable Giving Under the New Tax Law

      Mar 8, 2018

      The chance to get a deduction for their generosity often motivates charitable givers to become even more generous and write larger checks. But under the Tax Cuts and Jobs Act, far fewer taxpayers will itemize deductions when they file their tax retur

      9 min read

    • Article

      What a Beneficiary Controlled Trust Can Do to Protect Your Legacy After You Are Gone

      Sep 13, 2021

      Many estate planners believe that their job is done when the beneficiaries avoid probate and receive their inheritance. However, when beneficiaries receive their inheritance in their name outright, that needlessly exposes the legacy you leave to the

      4 min read

    • Article

      Don’t Throw Away a $12.06M Estate Tax Exemption by Accident

      Apr 14, 2022

      The federal estate tax exemption and gift exemption is presently $12.06 million. A married couple can transfer $24.12 million to their children or loved ones free of tax with proper planning. The exemption is tied to inflation, so it will continue to

      3 min read

    • Article

      Can You Just Walk Away from a Debt-Riddled Business and Start Fresh?

      May 28, 2020

      In the wake of the coronavirus shutdown, many business owners are under immense financial stress caused by the economic impact of a nearly worldwide standstill. Some may be in or at risk of breach or default. Creditors may be jockeying for payment an

      7 min read

    • Article

      Changes To Trust Legislation

      Apr 2, 2020

      It has often been considered that the role of trustee of a trust is an onerous one, with trustees exposed to liability claims by beneficiaries if financial decisions don’t work out. This has led to increasing reluctance by professionals to offer them

      2 min read

    • Article

      HOW TO... Get Off A Blacklist

      Sep 23, 2019

      HOW TO... Get Off A Blacklist
      2 min read

    • Article

      How to Create Your Own Pension

      Aug 30, 2018

      Those who don't have a traditional pension -- and that includes most of us -- are frequently envious of those who do. What could be better than a guaranteed paycheck that lasts as long as you live and is unaffected by the vicissitudes of the stock ma

      4 min read

    • Article

      Trapped by Capital Gains? Opportunity Zone Funds Provide a Way Out

      Nov 29, 2019

      It's tough to think of a highly appreciated asset as the problem child in a portfolio. The goal is to choose investments that will flourish, after all. And those strong performers are typically the ones you love best and hold onto the longest. But t

      2 min read

    Reviews for How To Avoid Self-Dealing

    0 ratings

    0 ratings0 reviews

    What did you think?

    Tap to rate

    Review must be at least 10 words