Outside Publication

IRS and Treasury Department Release Notice Regarding Donor Advised Funds, Bloomberg Tax

December 27, 2017

Alexander Reid and Caroline Waldner, tax attorneys at Morgan Lewis, discuss the impact of possible new regulations that would impose excise tax on donor advised funds in certain situations. The authors say the impact of a Dec. 4 IRS Notice requesting comment also affects public charities and private foundations that make or receive funds from the DAFs.

View the full Bloomberg Tax article >>