Do you prepare, review, or sign a private foundation’s Form 990-PF? If so, you won’t want to miss our signature 990-PF Tax Seminar so you can identify common mistakes, ensure your information is secure, and keep your trustees out of trouble.
February 29 | San Francisco
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Many past participants return to this seminar year after year because it has helped them identify—and avoid—costly errors.
“During the seminar, I found errors in our 990-PF that were increasing our payout rate and excise tax. The return on the investment is at least double the cost of the seminar.”
Bring your foundation’s tax form and get your questions answered by top professionals. Led by private foundation experts from leading accounting firms O’Connor Davies and Fontanello, Duffield, & Otake, LLP, the seminar will include a line-by-line review of a sample form with time for your questions.
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Get your copy of our accompanying “Filing the Form 990-PF” primer (complimentary to members in PDF) >>