Dealing With the Self Dealing Rules

Jeffrey Davine
 
The rules prohibiting self-dealing are contained in Internal Revenue Code Section 4941. They are broad and complex and, unfortunately, they are often counter-intuitive. Being able to recognize when a self-dealing issue may be present is an essential skill for all planned giving professionals. This presentation will provide an overview of the self-dealing rules. We will discuss how these rules apply to various charitable entities (and their officers/managers), the specific types of transactions that constitute self-dealing, exceptions and special rules, disqualified persons, indirect self-dealing, practical examples, and potential penalties for violating the rules prohibiting self-dealing.
 
CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
 
Conference Year: 
NCPP 2016
$30.00
Purchase Type: 
Individual
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