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Self-Dealing, Excise Taxes, and the Compliance Rules Every Private Foundation Board Should Understand
Self-dealing is one of the most misunderstood areas of private foundation compliance—and one of the most important for boards to understand. In this article, BryMar CPA explains what constitutes self-dealing, who qualifies as a disqualified person, common transaction types that require review, and practical governance steps foundations can take to reduce compliance risk. Learn how strong oversight, documentation, and board education can help protect your foundation's mission
Jul 205 min read
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A Night at the Symphony: BryMar Experiences the Magic of Symphony San Jose
The BryMar CPA team experienced Symphony San Jose live for the first time during a Beethoven-themed performance. From the historic venue and lobby music to animated visuals and powerful orchestral moments, the evening offered a closer look at the creativity, precision, and community impact behind a live symphony. The experience showed how Symphony San Jose brings people together through music, storytelling, artistry, and connection in the Bay Area.
Jun 154 min read
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What Private Foundations Need to Know About New IRS Transparency Initiatives in 2026
Private foundations face growing expectations around transparency, documentation, and financial accountability in 2026. This blog explains recent IRS and Treasury developments, what they may mean for reporting and governance, and the steps foundation leaders can take to strengthen grant documentation, reconcile Form 990-PF, review fiscal sponsorship arrangements, assess internal controls, and support stronger financial oversight.
Jun 15 min read
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