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 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 990PF or experienced and in need of a refresher.

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. Participants who attend the seminar in its entirety are eligible to receive 6.5 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.


 8:30—9:00 am Registration and Breakfast
 9:00 am—12:15 pm Line-by-line analysis of the Form 990-PF
 12:15 pm—1:30 pm Lunch
 1:30 pm—4:30 pm Line-by-line analysis of the Form 990-PF
 4:30 pm—6:00 pm Networking Reception

Registration Information

Registration Fees

Exponent Philanthropy members:

  • Before December 1            $395
  • After December 1               $445

Non-members:    $545

Members of Florida Philanthropic Network and the Southeastern Council of Foundations will receive the Exponent Philanthropy member price. Please contact FPN and SECF for your discount code.

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 December 21, 2018 are subject to a $75 processing fee. Cancellations received between December 21, 2018 and January 11, 2019 will receive a 50% refund. Cancellations after January 12, 2019 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.

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 is a member of 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.

Location and Hotel Accommodations

The seminar will be hosted at the Hilton Fort Lauderdale Marina.

Hilton Fort Lauderdale Marina
1881 SE 17th St.
Ft. Lauderdale, FL 33316

The meeting hotel does not have sleeping rooms available at this time; however, there are many hotels in the vicinity. For accommodations, try one of these nearby properties or simply Google “hotels near 1881 SE 17th Street, Fort Lauderdale” to see the breadth of options.