Taxation & Wealth Planning

Nonprofit Organizations


Richard S. Caputo of Fox Rothschild Speaks at PBA Trust School

August 5, 2009 – Press Releases

Richard S. Caputo, a partner with Fox Rothschild LLP, recently presented “Charitable Trust Administration: Common Errors that Could Lead to Surcharge,” hosted by the PBA School of Fiduciary Services, Investments & Wealth Management at the Sheraton in Hershey, PA on June 16, 2009.

Caputo, a member of the firm’s Tax & Estates Department, is highly experienced in trust administration, Orphans' Court litigation and tax-exempt organizations. He assists corporate fiduciaries in obtaining tax-exempt status for the charitable trusts they administer; represents corporate fiduciaries in various Orphans’ Court proceedings, such as cy pres proceedings, court accountings and trust reformations; forms public charities, private foundations, supporting organizations and other tax-exempt organizations; and addresses tax-exempt compliance issues such as intermediate sanctions, self-dealing, excess business holdings, qualifying distributions and taxable expenditure responsibility.

An active speaker, Caputo frequently gives presentations on a variety of tax-exempt organization topics, such as “Charitable Trust Administration: How to Avoid Surcharge”; “New Developments Affecting Public Charities, Private Foundations, and Supporting Organizations”; “The Changing Face of Philanthropy”; “Advanced Private Foundation Issues”; “Code Section 4958 Intermediate Sanctions”; “The ABC’s of Nonprofits”; “Using Charitable Trusts In Estate Planning: Traps for the Unwary”; and “Is Your Charity Leaving Money on The Table?”

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