The PKF O’Connor Davies Private Foundation Team is pleased to partner with Philanthropy Massachusetts to invite you t o our annual Form 990-PF workshop. Last year’s session attracted over 250 p articipants 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 gui de you with a detailed walk-through of the Form\, clarify the concept of se lf-dealing and how to avoid it\, highlight common mistakes and share practi cal tips to help foundations and trustees maintain IRS compliance.
Key Topics:
Who Shoul
d Attend:
Foundation Board Members\, Executives\, Chief Finan
cial Officers\, Controllers\, Program Officers and other Private Foundation
Professionals.
Hosts:
<
em>PKF O'Connor Davies
Thomas F. Blaney\, CPA\, CFE
Christopher D. Petermann\, CPA
Practice Leaders of Philanthropic and Foundation Services
F
eatured 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
Jo
nathan Runfola\, CPA\, Director
Tania Miranda\, CPA\, Director
Jason M. Velardi\, EA\, Direct
or
CPE Credits:
3 CPE Credits in Tax
No pr
erequisites or advanced planning required
Program Level: Basic
De
livery Method: Group Internet Based
<
em>For information regarding complaint and/or program cancellation policies
\, please contact l&dsupport@pkfod.com.
PKF O’Connor Davies is regis
tered 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 th
e acceptance of individual courses for CPE Credit. Complaints regarding reg
istered sponsors may be submitted to the National Registry of CPE Sponsors
through its website: www.nasbaregistry.org.