Designed for anyone who prepares or signs a Form 990-PF, Exponent Philanthropy’s signature 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
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 serves 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.