Insights: Publications Tax Considerations for Double Bottom Line Investing, Part II

Journal of Taxation on Investments

Written by Brian H. Axelrad
As private foundations remain a favored vehicle for these philanthropists and investors to participate in the social impact sector, compliance with applicable Treasury regulations is an important consideration. Part II of this article outlines six tax regulations for foundations to consider with respect to mission-related investment and highlights critical issues to keep in mind in order to avoid penalties.

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