Salk Institute

Tax Seminar - May 15-17, 2013

Wednesday May 15
Time Topic Speaker Room
7:30AM-8:30AM Registration & Breakfast Fries
8:30AM-8:45AM Opening Remarks William Brody and Edwin K. Hunter Reiffel
8:45AM-9:35AM Current Developments Part 1 Suzanne McDowell Reiffel
9:35AM-10:30AM Resolving Trustee Disputes: Foundation Split-Ups and Other Approaches Michael Bourland Reiffel
10:30AM-10:40AM Break Reiffel
10:40AM-11:30AM Family Foundations: Opportunities, Challenges, Traps Doug Freeman Reiffel
11:30AM-12:30PM Trustee Liability-CF Excess Benefits and PF Self-Dealing Compared Paul Dostart Reiffel
12:30PM-1:30PM Lunch Arroyo Terrace
1:30PM-2:30PM CF/PF Collaborations E.K. Hunter Reiffel
2:30PM-4:00PM Panel Q&A Suzanne, Michael, Paul, E.K. Reiffel
Thursday May 16th
7:45AM-8:45AM Registration & Breakfast Fries
8:45AM-9:45AM Current Developments Part 2 Suzanne McDowell Reiffel
9:45AM-10:45AM Non-Profit Investment Risks and Opportunities Tony Werley Reiffel
10:45AM-11:00AM Break Reiffel
11:00AM-12:00PM Keeping the Faith or Escaping the Dead Hand? Techniques for Dealing with the Founder's/Donor's Vision Michael Bourland Reiffel
12:00PM-12:50PM Lunch Arroyo Terrace
12:50PM-1:50PM Highlights of IRS 2013 Workplan and evaluating revenue streams unrelated trade or business income Patty Mayer Mitchell
1:50PM-2:20PM Bev Emerson Mitchell
2:20PM-2:50PM Sam Pfaff Mitchell
2:50PM-3:00PM Break Mitchell
3:00PM-3:30PM Tom Albright Mitchell
3:30PM-4:00PM Clodagh O'Shea Mitchell
4:00PM-4:30PM Q&A Mitchell
Friday May 17th
7:30AM-8:30AM Breakfast and Registration Mitchell
8:30AM-9:45AM Serving on Trustee Audit, Employee Complaint, and Whistle-Blower Response Committees Paul Dostart Mitchell
10:00AM-11:00AM Community Foundations and Private Foundations-An Ideal Partnership Bob Kelly Mitchell
11:00AM-12:00PM Community Foundation Panel Discussion Adrienne Vargas, BH Kim, Alice Parkerson, Trish Worthington Mitchell
12:00PM-1:00PM Lunch



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