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

Start time:
March 30, 2023 10:00 AM PT
Duration:
1 hour
Location:
Online
Credits:
1
Contact:
Lauren Feeney, Moss Adams, (206) 302-6406
Cost to attend:
Complimentary

Each year, many 990-PF tax forms are filed with inaccuracies and mistakes that can be costly to your wallet and reputation.

Join us for our webcast, File Your Private Foundation’s Form 990-PF with Confidence. We’ll discuss the sections of the form that give private foundations the most trouble each year and strategies to file your foundation’s next 990-PF accurately.

Register

Speakers

Emina Cresswell, CPA, Senior Manager, Moss Adams

Emina has practiced public accounting since 2007. She’s the tax co-leader of the Washington region’s Not-for-Profit Practice. Emina focuses on tax compliance and consulting services for a wide range of not-for-profit clients, including public charities, private foundations, credit unions, and utility cooperatives.

Colleen Ramires, CPA, Senior Manager, Moss Adams

Colleen has practiced public accounting since 2008. She provides tax planning, research, and compliance services to not-for-profit entities in health care services, social services, and the arts, as well as private and public foundations. Her expertise includes Affordable Care Act compliance; unrelated business income; private foundation requirements; employee benefit reporting; and exempt status structuring, application, and maintenance.

Jennifer Teicheira, CPA, Senior Consultant, Moss Adams

Jennifer has practiced public accounting since 2005. She utilizes technology and standardized best practices to provide highly efficient outsourced accounting services and key financial information for better decision making. While she has served a wide range of clients in various industries throughout her career, Jennifer specializes in the not-for-profit and technology spaces.

Registration Form

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CPE Information

Program Level:
Overview
Credits:
Taxes: 1
Delivery Method:
Webcast
Learning Objectives:

After completing this training, participants will be able to identify the trickiest spots of the Form 990-PF; discuss updates to the form in the last couple years; and identify sections in the form that can be completed in more than one way.

Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Lauren Feeney at (206) 302-6406 or send them an email.

Moss Adams 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Related Topics

2022 Private Foundation Tax Planning Guide
File Your IRS Form 990-PF with Confidence
How Private Foundations Can Avoid Self-Dealing Penalties

Applicable Industries

FoundationsNot-for-Profit