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BEGIN:VEVENT
UID:20230518T0940Z-1684402836.77-EO-15732-1@127.0.0.1
STATUS:CONFIRMED
DTSTAMP:20260821T210202Z
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://www.pkfod.c
 om/people/thomas-blaney/" target="_blank" rel="noopener noreferrer" data-au
 th="NotApplicable" data-linkindex="2"><span>Thomas F. Blaney</span><span></
 span></a><span>\, CPA\, CFE\, Co-Partner-in-Charge of the Private Foundatio
 n Practice<br aria-hidden="true" /></span><a href="https://www.pkfod.com/pe
 ople/christopher-petermann/" target="_blank" rel="noopener noreferrer" data
 -auth="NotApplicable" data-linkindex="3"><span>Christopher D. Petermann</sp
 an><span></span></a><span>\, CPA\, Co-Partner-in-Charge of the Private Foun
 dation Practice</span></p><p><span><strong>Featured Speakers:<br /></strong
 ></span><span></span><span><em>Ewing Marion Kauffman Foundation</em></span>
 <span><br aria-hidden="true" /></span><a href="https://www.kauffman.org/peo
 ple/john-tyler/?utm_source=Click+Dimensions&utm_medium=email&utm_campaign=2
 023+-+Form+990-PF+-+6%2F14&utm_id=2023+-+Form+990-PF+-+6%2F14" target="_bla
 nk" rel="noopener noreferrer" data-auth="NotApplicable" data-linkindex="4">
 <span>John Tyler</span><span></span></a><span>\, General Counsel\, Secretar
 y and Chief Ethics Officer</span></p><p><span><em>PKF O’Connor Davies</em><
 /span><span><br aria-hidden="true" /></span><a href="https://www.pkfod.com/
 people/joseph-ali/" target="_blank" rel="noopener noreferrer" data-auth="No
 tApplicable" data-linkindex="5"><span>Joseph L. Ali</span><span></span></a>
 <span>\, CPA\, CGMA\, Partner<br aria-hidden="true" /></span><a href="https
 ://www.pkfod.com/people/scott-brown/" target="_blank" rel="noopener norefer
 rer" data-auth="NotApplicable" data-linkindex="6"><span>Scott A. Brown</spa
 n><span></span></a><span>\, CPA\, CGMA\, Partner<br aria-hidden="true" /></
 span><a href="https://www.pkfod.com/people/anan-samara/" target="_blank" re
 l="noopener noreferrer" data-auth="NotApplicable" data-linkindex="7"><span>
 Anan Samara</span><span></span></a><span>\, EA\, Partner<br aria-hidden="tr
 ue" /></span><a href="https://www.pkfod.com/people/tania-miranda/" target="
 _blank" rel="noopener noreferrer" data-auth="NotApplicable" data-linkindex=
 "8"><span>Tania Miranda</span><span></span></a><span>\, CPA\, Senior Manage
 r<br aria-hidden="true" /></span><a href="https://www.linkedin.com/in/melis
 sa-singh-cpa-b366521a3/?utm_source=Click+Dimensions&utm_medium=email&utm_ca
 mpaign=2023+-+Form+990-PF+-+6%2F14&utm_id=2023+-+Form+990-PF+-+6%2F14" targ
 et="_blank" rel="noopener noreferrer" data-auth="NotApplicable" data-linkin
 dex="9"><span>Melissa Singh</span><span></span></a><span>\, CPA\, Manager<b
 r /></span></p><p><span><strong>CPE Credit:<br /></strong></span><span></sp
 an><span>3 CPE Credit in Taxes<br /></span><span>No prerequisites or advanc
 ed planning required<br /></span><span>Program Level: Basic / Delivery Meth
 od: Group Internet Based</span></p><p><span><em>For information regarding c
 omplaint and/or program cancellation policies\, please contact the PKF O'Co
 nnor Davies CPE Firm Administrator at 914.381.8900.</em></span></p><p><span
 >PKF O’Connor Davies is registered with the National Association of State B
 oards of Accountancy (NASBA) as a sponsor of continuing professional educat
 ion on the National Registry of CPE Sponsors. State Boards of Accountancy h
 ave the final authority on the acceptance of individual courses for CPE Cre
 dit. Complaints regarding registered sponsors may be submitted to the Natio
 nal Registry of CPE Sponsors through its website: www.nasbaregistry.org.</s
 pan></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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