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.
What will you learn?
- History of Form 990-PF
- Understanding 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
Speakers
- John Tyler, General Counsel, Secretary and Chief Ethics Officer, Ewing Mation Kauffman Foundation
- Michael R. Koenecke, CPA, Partner, PKF O'Connor Davies
- Tania Miranda, CPA, Director, PKF O'Connor Davies
- Joan McCarthy, Supervisor, PKF O'Connor Davies
- Lauren A. Reale, CPA, Director, PKF O'Connor Davies
- Jason M. Velardi, EA, Manager, PKF O'Connor Davies
Hosts
- Thomas F. Blaney, CPA, CFE, Co-Partner-in-Charge of the Private Foundation Practice, PKF O'Connor Davies
- Christopher D. Petermann, CPA, Co-Partner-in-Charge of the Private Foundation Practice, PKF O'Connor Davies
Who should attend?
Foundation Board Members, Executives, Chief Financial Officers, Controllers, Program Officers and other Private Foundation Professionals. Please note: Attendees will receive 3 CPE Credit in taxes. No prerequisites or advanced planning required.
How do you sign up?
Members and Non-Member Funders: Please click on the "Register Now" link above. (no fee). Registration is required by June 11.
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