In collaboration with Philanthropy New York, we’re pleased to announce the return of our educational Form 990-PF workshop. Last year’s program was an overwhelming success having been attended by more than 250 participants. Join us to gain valuable insights into navigating and understanding this annual filing. Our industry specialists will provide a comprehensive page-by-page walk-through of the Form, explain what self-dealing is and how to avoid it, identify common errors and offer tips for keeping foundations and trustees in compliance with IRS regulations.
Key Topics:
- History of Form 990-PF
- Understand Filing Criteria and Form Structure
- Strategies to Avoid Self-Dealing
- Expert Tips on Preventing IRS Noncompliance
- How to Identify and Resolve the Most Common Errors
Who Should Attend:
Foundation Board Members, Executives, Chief Financial Officers, Controllers, Program Officers and other Private Foundation Professionals.
Hosts:
PKF O’Connor Davies
Thomas F. Blaney, CPA, CFE, Co-Partner-in-Charge of the Private Foundation Practice
Christopher D. Petermann, CPA, Co-Partner-in-Charge of the Private Foundation Practice
Featured Speakers:
Ewing Marion Kauffman Foundation
John Tyler, General Counsel, Secretary and Chief Ethics Officer
PKF O’Connor Davies
Michael R. Koenecke, CPA, Partner
Tania Miranda, CPA, Director
Lauren A. Reale, CPA, Director
Jason M. Velardi, EA, Manager
Joan McCarthy, Supervisor
CPE Credit:
3 CPE Credit in Taxes
No prerequisites or advanced planning required
Program Level: Basic / Delivery Method: Group Internet Based
For information regarding complaint and/or program cancellation policies, please contact l&dsupport@pkfod.com.
PKF O’Connor Davies 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 the 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.nasbaregistry.org