Participants in this session will learn the similarities and differences between donor advised funds and private foundations and when and how to use these two powerful charitable giving platforms.
Course Objectives:
CapinCrouse, LLP
Partner, Tax Counsel
[email protected]
(317) 885-2620 x1150
A certified public accountant and licensed attorney, Ted advises exempt organizations of all sizes on a wide range of issues, including tax and employee benefit related matters, representation before state and federal tax authorities, and assistance with firm audit or advisory engagements to formulate advice and counsel on important operating and tax issues. Ted also assists clients with general tax issues, unrelated business income, charitable solicitation, compensation planning and reporting, and missionary employment structures. Prior to joining CapinCrouse, Ted served as Executive Vice President of Professional Services at Renaissance Administration LLC.