Webinar Replay: Pitfalls and Practice Tips in Preparing Form 990-PF

Watch our Form 990-PF tax workshop and gain understanding into the intricacies of the Form. Industry specialists uncover self-dealing, what it is and how to avoid it; provide a comprehensive page-by-page walk-through of the Form; identify common errors; and offer tips and pointers for keeping foundations and their trustees in compliance.

Webinar Replay Here

Key Topics:

  • History of Form 990-PF
  • Filing criteria and understanding the Form
  • Exercising caution to avoid self-dealing
  • Form tips to avoid IRS noncompliance 
  • Identifying common errors 

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

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

PKF O’Connor DaviesJoseph L. Ali, CPA, CGMA, PartnerScott A. Brown, CPA, CGMA, PartnerAnan Samara, EA, PartnerTania Miranda, CPA, Senior ManagerMelissa Singh, CPA, Manager