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990-PF Tax Seminar

Thursday, January 25, 2018
8:30am - 6:00pm PST
Center for Healthy Communities
1000 N. Alameda Street, Los Angeles, CA 90012
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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 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
 8:30 am-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

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.


Event organized by:

Exponent Philanthropy


SCG members receive 20% off the non-member registration fee. Please contact Kameron Green for a discount code.

Exponent Philanthropy members: $445
Non-members: $545

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 20, 2017 are subject to a $75 processing fee. Cancellations received between December 21, 2017 and January 12, 2018 will receive a 50% refund. Cancellations after January 12, 2018 are non-refundable.

Please submit all substitutions, cancellations or complaints by e-mail to [email protected], or by calling Exponent Philanthropy at 202-580-6560. By registering for this program, participants are agreeing to the Exponent Philanthropy Participant Guidelines.

Who May 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.

Register online here.

Continuing Education Information
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.


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