In this episode of the Choate Wealth podcast series, Sarah Tomeo Hertzog, Amy Qiu, and Katherine Toth discuss the self-dealing rules that can impact private foundations. Through practical examples and real-world insights, they explore how seemingly simple decisions, like employing family members or sharing resources, can create compliance challenges, and they explain how to navigate the rules with confidence. The episode also offers actionable guidance on documenting expenses, managing reimbursements, and maintaining strong governance practices.
To download this podcast, click the three vertical dots to the right of the player above and select “Download.” For a transcript of this episode, please email your request to podcasts@choate.com.