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Author:  Jerry McCoy.


Source: Volume 12, Number 01, November/December 2012 , pp.1-16(16)




Family Foundation Advisor

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Abstract: 

This issue reviews ethical rules for professional advisors to charitable foundations, spending and investing requirements under UPMIFA, and a number of recent IRS Private Letter Rulings and Proposed Regs affecting family foundations.

Keywords: Ethics in Charitable Planning; Uniform Prudent Management of Institutional Funds Act; IRS Private Letter Rulings and Proposed Regulations

Affiliations:  1: Editor.

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