Please join the leaders in our Firm’s Employee Benefit and Nonprofit Organization Services Groups for an in-depth discussion and interactive conversation on the ways in which recent tax changes affect the employee benefit plans and tax filings of private foundations.
- Retirement Plans
- Cafeteria Plans
- Executive Compensation Excise Tax
- Unrelated Business Income Taxable “Silos”
Who Should Attend:
Foundation Presidents, Executive and Program Directors, Chief Financial Officers, Controllers, Employee Benefit Administrators, Auditors and Plan Sponsors, other Private Foundation/Not-for-Profit Professionals.
PKF O’Connor Davies
Louis F. LiBrandi, EA, CEBS, ChFC, TGPC, Principal
Kristin Anderson, CPA, Senior Manager
PKF O’Connor Davies Philanthropic and Foundation Services
Joseph L. Ali, CPA, CGMA, Partner
Scott A. Brown, CPA, CGMA, Partner
Anan A. Samara, EA, Partner
1 CPE Credit in Taxes
Prerequisite: Participants should be familiar with taxes related to Employee Benefit Plans
Program Level: Update / Delivery Method: Group Internet Based
PKF O’Connor Davies is registered with the National Association of Sate Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Sate 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.