PKF O’Connor Davies is pleased to partner with the Connecticut Council for Philanthropy for our annual Form 990-PF workshop designed to help private foundations navigate today’s evolving regulatory and compliance landscape.
As proposed reforms and increased scrutiny continue to impact the philanthropic sector, foundation leaders and advisors must stay informed on filing requirements, self-dealing rules and IRS compliance expectations. The PKFOD team of specialists, along with John Tyler, General Counsel of the Ewing Marion Kauffman Foundation, will provide practical guidance, walk through key areas of the IRS Form 990-PF, highlight common filing mistakes and share strategies to help avoid them.
Key Topics:
- Current regulatory environment – what’s new?
- History of the IRS Form 990-PF
- Filing essentials, including who must file Form 990-PF and how to complete the form
- Best practices for identifying and avoiding self-dealing issues
- Tips for maintaining IRS compliance
- Common filing errors and how to correct them
Who Should Attend:
Foundation board members, executives, chief financial officers, controllers, program officers and other private foundation professionals.
Featured Speakers:
Ewing Marion Kauffman Foundation
John Tyler, General Counsel, Secretary and Chief Ethics Officer
PKF O’Connor Davies
Michael Koenecke, CPA, Partner
Lauren Reale, CPA, Director
Tania Miranda, CPA, Director
Jason M. Velardi, EA, Director
Hosts:
PKF O’Connor Davies
Practice Leaders, Philanthropic and Foundation Services
Thomas F. Blaney, CPA, CFE, Partner
Christopher D. Petermann, CPA, Partner
CPE Credits:
3 CPE Credits 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