Clarkston Capital

Good Intentions Can Often Lead to Unintended Consequences: Private Foundations and Other Charitable Endeavor

Date: Monday, March 6, 2017
Time: 5:00pm - 7:30pm
Location: Phoenix Country Club
Speaker: Jeffrey D. Haskell, JD, LL.M.

An interactive presentation to help your private foundation identify and avoid “self-dealing” incidents. For private foundations, trouble often falls under the category of “self-dealing,” which can arise in the context of most business and financial transactions between a foundation and its disqualified persons or “insiders.” In this scenario-based presentation, tax attorney and private foundation expert Jeffrey Haskell, J.D., LL.M., will review the many ways that insiders unknowingly self-deal, and the stiff penalties and corrective action requirements associated with such activities. By being challenged to identify ambiguous instances of self-dealing, participants will walk away with a grasp of the subject matter and an enhanced appreciation for the subtleties of private foundation oversight.


As Chief Legal Officer at Foundation Source, Jeffrey Haskell is responsible for providing guidance on legal and tax issues to the foundations that the company serves.

Mr. Haskell works with and provides guidance to a team of attorneys, accountants, and support professionals who provide tax reporting services to clients of the company as well as support to foundations and their advisors on a range of issues including Program- and Mission-Related Investments, grants to individuals, expenditure responsibility grants, equivalency determinations, scholarship and award programs, set-aside projects, return preparation, and compliance with self-dealing, minimum required distributions, excess business holdings, jeopardizing investments, and taxable expenditure rules.

Prior to joining Foundation Source, Mr. Haskell was an associate at the law firms of Kronish Leib Weiner & Hellman LLP and Olshan Grundman Frome Rosenzweig & Wolosky, in the Tax and Trusts and Estates departments. Prior to joining Olshan Grundman, Mr. Haskell worked at Coopers & Lybrand in the Business Tax Planning Group.
Mr. Haskell is involved in pro bono work for public charities and has served as an adjunct lecturer at Baruch College of Accountancy, where he taught corporate tax law. Articles by Mr. Haskell have appeared in Trusts & Estates and Taxation of Exempts magazines, and in Cardozo Law Review. Additionally, he is a frequent speaker on the rules and regulations pertaining to private foundations.

Mr. Haskell is a graduate of Yeshiva University and the Benjamin N. Cardozo School of Law, where he was a member of the Cardozo Law Review. He received a Masters of Law in Taxation from New York University School of Law, where he was a member of the NYU Tax Law Review.

CAEPC Past Presidents are invited to this event for free.



Thank you to our Sponsor:



Wine Sponsored by:



Dinner Menu:

Mediterranean Bruschetta  Two Gulf Cocktail Shrimp

Chipotle Cocktail Sauce

Remoulade Ribbons


4 Oz Filet, Sliced And Fanned with Red Wine Demi

Murriel Potato


Parker House Rolls & Butter


Angel Food Cake With Fresh Berries

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