Webinar Replay: Comprehensive Review of Form 990-PF and Avoiding Common Pitfalls

In collaboration with Philanthropy New York, we’re pleased to announce the return of our educational Form 990-PF workshop. Last year’s program was an overwhelming success having been attended by more than 250 participants. We invite you to watch this webinar to gain valuable insights into navigating and understanding this annual filing. Our industry specialists will provide a comprehensive page-by-page walk-through of the Form, explain what self-dealing is and how to avoid it, identify common errors and offer tips for keeping foundations and trustees in compliance with IRS regulations.

Key Topics:
• History of Form 990-PF
• Understand Filing Criteria and Form Structure
• Strategies to Avoid Self-Dealing
• Expert Tips on Preventing IRS Noncompliance
• How to Identify and Resolve the Most Common Errors

PKF O’Connor Davies
Thomas F. Blaney, CPA, CFE, Co-Partner-in-Charge of the Private Foundation Practice
Christopher D. Petermann, CPA, Co-Partner-in-Charge of the Private Foundation Practice

Featured Speakers:
Ewing Marion Kauffman Foundation
John Tyler, General Counsel, Secretary and Chief Ethics Officer

PKF O’Connor Davies
Michael R. Koenecke, CPA, Partner
Tania Miranda, CPA, Director
Lauren A. Reale, CPA, Director
Jason M. Velardi, EA, Manager
Joan McCarthy, Supervisor