The PKF O’Connor Davies Private Foundation Team is pleased to partner with Philanthropy Massachusetts to invite you to our annual Form 990-PF workshop. Last year’s session attracted over 250 participants and received excellent feedback. This year’s workshop comes at a critical time as the philanthropic sector faces proposed reforms and the potential for increased scrutiny.
Join us to gain valuable insights into meeting the requirements of a foundation’s taxable income, charitable distributions and tax-exempt activities. Our industry specialists will guide you with a detailed walk-through of the Form, clarify the concept of self-dealing and how to avoid it, highlight common mistakes and share practical tips to help foundations and trustees maintain IRS compliance.
Key Topics:
- Update on Tax Changes Affecting Private Foundations
- The Evolution of Form 990-PF
- Filing Essentials: Who Must File and How to Complete the Form
- Best Practices for Avoiding Self-Dealing
- Tips for Maintaining IRS Compliance
- Identifying and Correcting Common Filing 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
Christopher D. Petermann, CPA
Practice Leaders of Philanthropic and Foundation Services
Featured Speakers:
Hurwit & Associates
Valerie R. Sussman, Legal Counsel for Philanthropy and the Nonprofit Sector
PKF O’Connor Davies
Anan A. Samara, EA, Partner
Joseph L. Ali, CPA, Partner
Scott Brown, CPA, Partner
Jonathan Runfola, CPA, Director
Tania Miranda, CPA, Director
Jason M. Velardi, EA, Director
CPE Credits:
3 CPE Credits in Tax
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.