990-PF Tax Seminar

January 24, 2017, Washington, DC

Designed for anyone who prepares or signs a Form 990-PF, Exponent Philanthropy’s signature seminar will give you a thorough understanding of the 990-PF, the 5% payout requirement, and expenditure responsibility. Taught by top accountants, the seminar examines the form line-by-line and helps you identify common mistakes, keep your information secure, and keep your trustees out of trouble. You will:

  • Review a sample Form 990-PF line-by-line with private foundation tax experts to gain a thorough understanding of the form
  • Have the opportunity to review your foundation’s form and ask targeted questions that affect your foundation
  • Receive tips for your foundation to make your Form 990-PF more secure and keep trustees out of trouble with the IRS
  • Identify mistakes on your foundation’s form and know what to do to fix them

Register today!

Schedule

Tuesday, January 24, 2017

8:30 - 9:00 am   Registration and Breakfast 
9:00 am - 4:30 pm  990-PF Tax Seminar
4:30 - 5:30 pm Networking Reception 

Presenter Information

Michael Fontanello, CPA has been involved with nonprofit organizations throughout his career. Before founding Fontanello, Duffield & Otake, LLP, he was a partner in charge of the nonprofit sector at a San Francisco CPA firm. An adjunct lecturer at the University of California, Berkeley, he also participated on the panel for Independent Sector which proposed the new Form 990-PF at the request of the Senate Finance Committee. Michael serves the California Bar Association as a non-attorney specializing in the nonprofit sector.

Christopher Petermann is a Partner at O’Connor Davies, LLP and serves as Co-Partner-in-Charge for the Private Foundation Practice. He has over 30 years of specialized experience in accounting for exempt organizations and private foundations, as well as closely-held businesses and financial services entities. Chris also holds a number of professional committee and community board positions, including past Board Chair of Exponent Philanthropy and trustee of the William F. Grupe Foundation. He is a regular speaker on accounting, tax and governance matters, and has authored numerous articles for industry publications.

Registration Information & Fees

   Member  Non-Member
 Through December 1 $395  $495
 December 2 - January 17  $445  $545

 

Registration includes breakfast, lunch and reception. Meeting attire is business casual.

Cancellation and Other Policies

Substitutions are accepted at any time. Cancellations on or before Tuesday, December 6 are subject to a $75 processing fee. Cancellations received between December 7 and January 3 will receive a 50% refund. Cancellations after Tuesday, January 3 are non-refundable.

Please submit all substitutions or cancellations by e-mail to events@exponentphilanthropy.org, or by mail to:
Exponent Philanthropy
ATTN: Educational Programs
1720 N St NW
Washington, DC 20036

By registering for this program, participants are agreeing to the Exponent Philanthropy Participant Guidelines.

990-PF Tax Seminar: Continuing Education Information

Exponent Philanthropy 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 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

Location and Hotel Accommodations

The program will be held at Pew Charitable Trusts, 901 E Street NW, Washington, DC. Although we have not secured a room block at the hotel, here are a couple of nearby hotels and their distance from the seminar location:

Courtyard Washington Convention Center
900 F St NW, Washington, DC 20004
(202) 638-4600
(located next door to the venue, a 1-minute walk) 

Kimpton Hotel Monaco
700 F St NW, Washington, DC 20004
(202) 628-7177
(.1 miles, 3-minute walk)

Grand Hyatt Washington
1000 H Street NW, Washington, DC, 20001
202-582-1234
(.4 miles, an 8-minute walk)

Please contact the hotel of your choice to make your hotel reservation. 

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"I appreciated this close review and walked away with very clear questions and discussion items for the firm that prepares our 990-PF."