990-PF Tax Seminar

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 virtual 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

Who should attend?

This seminar is designed for anyone who prepares, reviews, or signs a private foundation’s Form 990-PF including accountants who work with private foundations.

No advanced preparation is needed for the seminar and there are no programmatic prerequisites for attendance. The seminar will address your questions whether you are new to the Form 990-PF or experienced and in need of a refresher.

Schedule

Registration closes on Monday, March 8, 2021.

This virtual series on Zoom will take place on March 9, 16, and 23, 2021. Sessions are from 2:00-4:00pm ET and provide 6 hours of instruction.

Recordings of the sessions will only be provided to registrants for 30 days after March 23 to allow for missed sessions.

Registration Information

Registration Fees

  • Exponent Philanthropy members: $425
  • Non-members: $650

Cancellation and Other Policies

Substitutions are accepted at any time. Cancellations before the start of the series on March 9, 2021 are subject to a $75 processing fee. Cancellations on or after March 9, 2021 are non-refundable.

Please submit all substitutions, cancellations or complaints by e-mail to info@exponentphilanthropy.org, or by calling Exponent Philanthropy at 202-580-6560.

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

Platform and Accessibility

This program uses Zoom; closed captioning available.

Presenter Information

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.

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 practice at a San Francisco CPA firm. An adjunct lecturer at the University of California, Berkeley, he also participated on a panel for Independent Sector which proposed the new Form 990-PF at the request of the Senate Finance Committee. Michael is a member of the California Bar Association as a non-attorney specializing in the nonprofit sector.

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: www.nasbaregistry.org.

The delivery method for this program is Group Live online due to COVID-19. Participants who attend the seminar in its entirety are eligible to receive 6 CPE credits or hours of instruction in the area of Taxes. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits are granted based on a 50-minute hour.

Exponent Philanthropy staff will monitor participation as per NASBA guidelines.