Co-hosted wtih Exponent Philanthropy, we are pleased to present this upcoming educational program:
990-PF Tax Seminar
Designed for anyone who prepares or signs a Form 990-PF, this 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 Form 990-PF tips to 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. Philanthropy Southwest members may attend at the Exponent Philanthropy member rate. To learn more, click here. To take advantage of the special member rate, email Amy Askari.