990-PF Tax Seminar

February 29, 2016, San Francisco, CA

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

Schedule

Monday, February 29, 2016

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, CPA is the Co-Partner in Charge of the Private Foundation practice at O’Connor Davies, LLP and a frequent lecturer on issues involving the private foundation community. He is currently board chair of Exponent Philanthropy, the William F. Grupe Foundation and the New Jersey Symphony Orchestra. Chris is a member of the American Institute of Certified Public Accountants as well as the New York and New Jersey state societies of CPAs. He earned a BS from Bucknell University.

Registration Information & Fees

Members of Exponent Philanthropy: $395

Members of Northern California Grantmakers, San Diego Grantmakers, and Southern California Grantmakers: $395 

Non-members of Exponent Philanthropy: $495

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 Monday, January 11 are subject to a $75 processing fee. Cancellations received between January 12 and February 1 will receive a 50% refund. Cancellations after Friday, February 1 are non-refundable.  

Please submit all substitutions or cancellations by e-mail to conference@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 the offices of Wells Fargo, 420 Montgomery Street, San Francisco. 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:

Omni San Francisco Hotel
500 California Street, San Francisco, CA 94104
(415) 677-9494
(directly across the street from venue, a 1-minute walk)

Hilton San Francisco Financial District
750 Kearny St, San Francisco, CA 94108
(415) 433-6600
(.2 miles, 5-minute walk)

Le Meridiene San Francisco
333 Battery St, San Francisco, CA 94111
(415) 296-2900
(.2 miles, a 5-minute walk)

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

Thank you to the Wells Fargo Private Bank's Philanthropy Services group for hosting this program. 

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