November 2018 Dinner Meeting

Date: Monday, November 19, 2018
Time: 5:30pm - 8:00pm
Location: Mariani’s Restaurant - 2500 El Camino Real | Santa Clara, CA 95051
Speaker: Jeffrey D. Haskell, J.D., LL.M.

5:30 pm – Reception & Networking (cash bar)
6:00 pm – Dinner & Program
Good Intentions Can Lead to Unintended Consequences
Presented by:
Jeffrey D. Haskell, J.D., LL.M.

Participants will attain a grasp of the compliance fundamentals that govern private non-operating foundation, in particular, Chapter 42 of the Internal Revenue Code of 1986, as amended (Sections 4940 through 4946), covering the identification of disqualified persons, self-dealing violations, the annual minimum distribution requirement, the excess business holdings limitations, the jeopardizing investment rules, and taxable expenditures.
This program offers one hour of CPE, CLE and CFP credit.

  • Premier Members - No Fee (included in dues)
  • SCCEPC Members - $45 (late fee of $5 after 11/11)
  • Non-Members - $60 (late fee of $5 after 11/11)

Register online or contact Council Executive, Stacie Sarasio @ 402-991-3122 or

See Upcoming Event Calendar