Salk Institute
Tax Seminar
Program
Time Topic Speaker
WEDNESDAY May 14th
7:45AM-8:45AM Registration & Breakfast
8:45AM-9:35AM Current Developments | Part 1 Suzanne McDowell
9:35AM-10:30AM Foundation Acceptance, Ownership and Management of Unusual or Exotic Assets Michael Bourland
10:30AM-10:40AM Break  
10:40AM-12:30PM Dealing with Aged, Disturbed and Just Plain Difficult Co-Trustees  Doug Freeman, Lee Hausner 
12:30PM-1:30PM Lunch  
1:30PM-2:30PM Keynote Charlotte Jones Anderson
2:30PM-4:00PM Panel Q&A Suzanne McDowell, Michael Bourland, Paul Dostart, Doug Freeman, Lee Hausner, E.K. Hunter
  Evening dinner at Salk Institute Performance by George Winston
THURSDAY May 15th
7:30AM-8:30AM Registration & Breakfast  
8:30AM-9:30AM Current Developments | Part 2 Suzanne McDowell
9:45AM-10:35AM Integrating ESG/Impact Investing into Your Portfolio Tony Werley
10:35AM-10:45AM Break  
10:45AM-11:35AM Foundation Governance: Navigating the Maze of Jeopardy Investment, UPMIFA and UPIA Rules Michael Bourland
11:35AM-12:30PM 5 Myths and 4 Frontiers for Program-Related Investment E.K. Hunter
12:30PM-1:30PM Lunch
1:30PM-2:30PM Reviewing Your Grantees Form 990 & Other Materials Patty Mayer
2:30PM-2:45PM Break
2:45PM-4:15PM

Salk Scientists

Janelle S. Ayres
Assistant Professor
Nomis Foundation Laboratories for Immunobiology and Microbial Pathogenesis

Terrence J. Sejnowski
Professor and Laboratory Head
Computational Neurobiology Laboratory
Howard Hughes Medical Institute Investigator
Francis Crick Chair

Inder M. Verma
Professor
Laboratory of Genetics
American Cancer Society Professor of Molecular Biology
Irwin and Joan Jacobs Chair in Exemplary Life Science

 
FRIDAY May 16th
7:30AM-8:30AM Registration & Breakfast
8:30AM-9:45AM Paying Family & Other DPs for Services - Front or Back Door Paul Dostart
10:00AM-11:00AM Scarcely Self-Evident Self-Dealing: Federal & State Victoria B. Bjorklund
11:00AM-12:00PM What’s Hot - Equivalency Determinations, Repositories, Revocations and Reinstatements Patty Mayer
12:00PM-1:00PM Lunch 

 

 


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