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UID:20230518T0940Z-1684402836.77-EO-15732-1@127.0.0.1
STATUS:CONFIRMED
DTSTAMP:20260727T012509Z
CREATED:20230517T163355Z
LAST-MODIFIED:20230517T163355Z
DTSTART;TZID=America/New_York:20230614T123000
DTEND;TZID=America/New_York:20230614T150000
SUMMARY: Virtual Workshop: Pitfalls and Practice Tips in Preparing Form 990
 -PF
DESCRIPTION: Join us for a Form 990-PF tax workshop and gain understanding 
 into the intricacies of the Form. Industry specialists will uncover self-de
 aling\, what it is and how to avoid it\; provide a comprehensive page-by-pa
 ge walk-through of the Form\; identify common errors\; and offer tips and [
 …]
X-ALT-DESC;FMTTYPE=text/html: <p>Join us for a Form 990-PF tax workshop and
  gain understanding into the intricacies of the Form. Industry specialists 
 will uncover self-dealing\, what it is and how to avoid it\; provide a comp
 rehensive page-by-page walk-through of the Form\; identify common errors\; 
 and offer tips and pointers for keeping foundations and their trustees in c
 ompliance. </p><p><span><strong>Key Topics:</strong></span><span></span></p
 ><ul type="disc"><li><span>History of Form 990-PF</span><span></span></li><
 li><span>Filing criteria and understanding the Form</span><span></span></li
 ><li><span>Exercising caution to avoid self-dealing</span><span></span></li
 ><li><span>Form tips to avoid IRS noncompliance </span><span></span></li><l
 i><span>Identifying common errors </span></li></ul><p><span><strong>Who Sho
 uld Attend:</strong></span><span><br aria-hidden="true" />Foundation Board 
 Members\, Executives\, Chief Financial Officers\, Controllers\, Program Off
 icers and other private foundation professionals.<br /></span></p><p><span>
 <strong>Hosts:<br /></strong></span><span></span><span><em>PKF O'Connor Dav
 ies<br /></em></span><span></span><span></span><a href="https://t3pkfod.wpe
 nginepowered.com/people/thomas-blaney/" target="_blank" rel="noopener noref
 errer" data-auth="NotApplicable" data-linkindex="2"><span>Thomas F. Blaney<
 /span><span></span></a><span>\, CPA\, CFE\, Co-Partner-in-Charge of the Pri
 vate Foundation Practice<br aria-hidden="true" /></span><a href="https://t3
 pkfod.wpenginepowered.com/people/christopher-petermann/" target="_blank" re
 l="noopener noreferrer" data-auth="NotApplicable" data-linkindex="3"><span>
 Christopher D. Petermann</span><span></span></a><span>\, CPA\, Co-Partner-i
 n-Charge of the Private Foundation Practice</span></p><p><span><strong>Feat
 ured Speakers:<br /></strong></span><span></span><span><em>Ewing Marion Kau
 ffman Foundation</em></span><span><br aria-hidden="true" /></span><a href="
 https://www.kauffman.org/people/john-tyler/?utm_source=Click+Dimensions&utm
 _medium=email&utm_campaign=2023+-+Form+990-PF+-+6%2F14&utm_id=2023+-+Form+9
 90-PF+-+6%2F14" target="_blank" rel="noopener noreferrer" data-auth="NotApp
 licable" data-linkindex="4"><span>John Tyler</span><span></span></a><span>\
 , General Counsel\, Secretary and Chief Ethics Officer</span></p><p><span><
 em>PKF O’Connor Davies</em></span><span><br aria-hidden="true" /></span><a 
 href="https://t3pkfod.wpenginepowered.com/people/joseph-ali/" target="_blan
 k" rel="noopener noreferrer" data-auth="NotApplicable" data-linkindex="5"><
 span>Joseph L. Ali</span><span></span></a><span>\, CPA\, CGMA\, Partner<br 
 aria-hidden="true" /></span><a href="https://t3pkfod.wpenginepowered.com/pe
 ople/scott-brown/" target="_blank" rel="noopener noreferrer" data-auth="Not
 Applicable" data-linkindex="6"><span>Scott A. Brown</span><span></span></a>
 <span>\, CPA\, CGMA\, Partner<br aria-hidden="true" /></span><a href="https
 ://t3pkfod.wpenginepowered.com/people/anan-samara/" target="_blank" rel="no
 opener noreferrer" data-auth="NotApplicable" data-linkindex="7"><span>Anan 
 Samara</span><span></span></a><span>\, EA\, Partner<br aria-hidden="true" /
 ></span><a href="https://t3pkfod.wpenginepowered.com/people/tania-miranda/"
  target="_blank" rel="noopener noreferrer" data-auth="NotApplicable" data-l
 inkindex="8"><span>Tania Miranda</span><span></span></a><span>\, CPA\, Seni
 or Manager<br aria-hidden="true" /></span><a href="https://www.linkedin.com
 /in/melissa-singh-cpa-b366521a3/?utm_source=Click+Dimensions&utm_medium=ema
 il&utm_campaign=2023+-+Form+990-PF+-+6%2F14&utm_id=2023+-+Form+990-PF+-+6%2
 F14" target="_blank" rel="noopener noreferrer" data-auth="NotApplicable" da
 ta-linkindex="9"><span>Melissa Singh</span><span></span></a><span>\, CPA\, 
 Manager<br /></span></p><p><span><strong>CPE Credit:<br /></strong></span><
 span></span><span>3 CPE Credit in Taxes<br /></span><span>No prerequisites 
 or advanced planning required<br /></span><span>Program Level: Basic / Deli
 very Method: Group Internet Based</span></p><p><span><em>For information re
 garding complaint and/or program cancellation policies\, please contact the
  PKF O'Connor Davies CPE Firm Administrator at 914.381.8900.</em></span></p
 ><p><span>PKF O’Connor Davies is registered with the National Association o
 f State Boards of Accountancy (NASBA) as a sponsor of continuing profession
 al education on the National Registry of CPE Sponsors. State Boards of Acco
 untancy have the final authority on the acceptance of individual courses fo
 r CPE Credit. Complaints regarding registered sponsors may be submitted to 
 the National Registry of CPE Sponsors through its website: www.nasbaregistr
 y.org.</span></p>
CATEGORIES:Firm-Hosted Events
ORGANIZER;CN="Acronin -":MAILTO:acronin@pkfod.com
URL;VALUE=URI:https://www.pkfod.com/events/virtual-workshop-pitfalls-and-pr
 actice-tips-in-preparing-form-990-pf/
END:VEVENT
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TZID:America/New_York
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TZOFFSETFROM:-0500
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DTSTART:20230312T070000
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