Category: Reporting

  • Seven Blind Spots your Private Foundation May Have

    Seven Blind Spots your Private Foundation May Have

    Our family office provides management & administrative services to private foundations. Over the years, we’ve realized many private foundations take certain responsibilities for granted. So, when an “unexpected” event occurs (like a CRA audit, death of a board member, change of tax rules) these private foundations scramble to adjust. The result is stress to the…

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