Session Topic
The Benefits of Establishing a Business Foundation for Charitable Giving

Summary
Some think you need to be a large employer with multi-million dollars in revenue to set-up a business foundation. To the contrary, businesses of all sizes are establishing business foundations for many reasons, including both employee and client retention. This session will discuss the benefits, process, and compliance requirements of establishing a business foundation and is a perfectly timed follow-up session from February’s Member Meeting on the nonprofit’s role in our economy.

Learning Objectives

1.  Realize more than just the tax benefits of establishing a business foundation
2.  Learn the process of how to set-up a business foundation for charitable giving
3.  Understand the foundation’s governance and compliance requirements on both       the state and federal level

Presenters

Thomas Moniz
Shareholder | von Briesen & Roper, s.c.

Biography
Tom Moniz is a Shareholder in the Business Practice Group, where he assists clients on all aspects of business and estate planning including:

• Trust and estate planning
• Trust and estate administration
• Business formation and transactions
• Business consulting and succession planning
• Mergers and acquisitions
• Real estate
• Benefit Corporations
• Nonprofit and tax exemption

Tom’s clients often view him as a legacy advisor. As such, Tom uses a personal, connected approach to work with clients and their families related to their unique business needs, personal needs and assets in conjunction with their estate plans. Tom especially enjoys working collaboratively and strategically with clients and their team of other trusted advisors – an approach that he believes adds value now and for successive generations.

Additionally, Tom is the Chair of the firm’s Nonprofit and Tax Exemption section. Tom counsels clients on a variety of matters including tax exemption, nonprofit formation and governance, and Benefit Corporations.

Adam Skarie
Shareholder | von Briesen & Roper, s.c.

Biography
Adam Skarie is a Shareholder in the Business Practice Group. Adam works closely with businesses, manufacturers and executives to identify their goals while minimizing risk. He enjoys and focuses on collaborating with his clients’ other trusted advisors, including accountants and financial advisors, to bring a holistic approach to meeting client needs. Adam focuses his law practice by assisting clients in the areas of:

• Business succession planning
• Federal and state tax issues
• Contractual arrangements
• Trust and estate planning
• Business formation
• Financing
• Mergers and acquisitions

Adam serves on the Board of Directors of the Outagamie County Historical Society.

Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.