File your Private Foundation’s Form 990-PF with Confidence

Presented on:
February 25, 2021 9:00 AM PST
Duration:
1 hour
Location:
Online

Each year, many 990-PF tax forms are filed with inaccuracies and mistakes. These errors can be costly to your wallet and reputation. This on-demand webcast will discuss the sections of the form that give private foundations the most trouble each year. Join us to learn ways to file your foundation’s next 990-PF accurately and stay tuned for future related webcasts and articles in 2021.

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Speakers

Wendy Campos, CPA, Partner, Moss Adams

Wendy has been in public accounting since 2000 and focuses primarily on tax-exempt organizations, including foundations (both private and public), higher education institutions, hospitals, credit unions, trade associations, and other not-for-profit organizations. Wendy is a trusted business advisor to her clients, providing compliance and consulting in the areas of: Unrelated business income, Alternative investments Obtaining and maintaining tax-exempt status, Deferred taxes, Fringe benefits, Forms 990, 990-PF, and 990-T, Grantmaking, Related and controlled organizations, Compensation reporting, Self-dealing and Planning for the minimum distribution requirements and excise tax rate. Wendy is the firm’s tax leader for the following industries: government, not-for-profit, higher education, and tribal and gaming.

Maggie Elliot, CPA, Tax Manager, Moss Adams

Maggie has practiced public accounting since 2014, providing tax compliance and consulting services to taxable and exempt organizations. Prior to joining Moss Adams, she worked as an analyst for HSBC. She is a licensed CPA with the state of Oregon, specializing in not-for-profit organizations.

Angela Janda, CPA, Senior Consultant, Moss Adams

Angela Janda, CPA, has been in public accounting since 2014. She leverages her background in audit as well as her history in corporate accounting roles to direct teams and serve clients in the Outsourced Finance and Accounting (OFA) space within the Moss Adams Consulting group. Angela specializes in designing and executing outsourcing solutions for mid- and large-sized not-for-profit organizations, and her background in audit allows her to serve as a technical accounting resource within the OFA team.

Jennifer Teicheira, CPA, Senior Consultant, Moss Adams

Jennifer is a CPA and has practiced public accounting since 2005. In her time at Moss Adams, she has been involved in outsourced accounting, and is currently a Senior Consultant in the firm’s Outsourced Finance and Accounting practice, helping lead efforts in the Sacramento/Central Valley and Bay Area regions. With expertise in utilizing technology and standardized best practice to provide highly efficient outsourced accounting services and key financial information for making better decisions, Jennifer has served a wide range of clients in industries such as technology, life science, not for profit, and medical practices, as well as family office/high net worth individuals.

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