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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
Who Should Attend:
Foundation Board Members, Executives, Chief Financial Officers, Controllers, Program Officers and other private foundation professionals.
Hosts:
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
Joseph L. Ali, CPA, CGMA, Partner
Scott A. Brown, CPA, CGMA, Partner
Anan Samara, EA, Partner
Tania Miranda, CPA, Senior Manager
Melissa Singh, CPA, Manager
CPE Credit:
3 CPE Credit in Taxes
No prerequisites or advanced planning required
Program Level: Basic / Delivery Method: Group Internet Based
For information regarding complaint and/or program cancellation policies, please contact the PKF O’Connor Davies CPE Firm Administrator at 914.381.8900.
PKF O’Connor Davies is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State 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.
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