Join us for a Form 990-PF tax workshop and gain understanding into the intricacies of the Form. Industry specialists will uncover self-dealing, what it is and how to avoid it; provide a comprehensive page-by-page walk-through of the Form; identify common errors; and offer tips and pointers for keeping foundations and their trustees in compliance.
Key Topics:
- History of Form 990-PF
- Filing criteria and understanding the Form
- Exercising caution to avoid self-dealing
- Form tips to avoid IRS noncompliance
- Identifying 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 PracticeChristopher D. Petermann, CPA, Co-Partner-in-Charge of the Private Foundation Practice
Featured Speakers:
Ewing Marion Kauffman FoundationJohn Tyler, General Counsel, Secretary and Chief Ethics Officer
PKF O’Connor DaviesJoseph L. Ali, CPA, CGMA, PartnerScott A. Brown, CPA, CGMA, PartnerAnan Samara, EA, PartnerTania Miranda, CPA, Senior ManagerMelissa Singh, CPA, Manager
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 the PKF O’Connor Davies CPE Firm Administrator at 914.381.8900.
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.