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Form 990: Beyond the Basics

When: 
Wednesday, August 27, 2014
12:00pm - 1:30pm PDT
Where: 
The offices of Moss Adams LLP
10960 Wilshire Boulevard, Suite 1100, Los Angeles, CA 90024
Fee: 
Members: $0.00
Non-Members: $100.00
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This program is now sold out.

You are cordially invited to join us for a luncheon and convening on the Form 990 hosted by SCG Board Member and Moss Adams LLP Partner, Melissa Harman.

The lunch will include a presentation and discussion led by Tracy Paglia, Moss Adams Tax Partner, who will show us how to look at the Form 990 through the eyes of stakeholders interested in the story of your organization’s return. An expert in this field, Tracy provides a range of tax consulting and compliance services to public charities, private foundations, universities, and associations, helping these entities from formation to termination.

The IRS Form 990 is a valuable information gathering tool for the IRS to confirm organizations are meeting their nonprofit requirements. It's also important to donors and rating agencies in assessing and reporting the health of organizations. Together, we'll examine areas the IRS focuses on, common mistakes that can increase your organization’s audit risk, best practices to consider in return preparation, and the story your Form 990 is telling about your organization.

This event is open to SCG members and eligible non-members, and is especially geared to financial executives, financial staff, and financial advisors.

We hope you will be able to join us. To confirm your participation at this meeting, please register online by August 22nd.

Save the date for a follow up tax training Leadership ExChange on November 20th! 


Who May Participate: 
This event is open to SCG members and eligible non-members, and is especially geared to financial executives, financial staff, and financial advisors.

Fees:
SCG members: No cost to attend
Eligible non-members: $100

Registration: 
This program is now sold out.

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