990-PF Tax Seminar

January 25, 2018 | Los Angeles 

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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

Who should 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.

No advanced preparation is needed for the seminar and there are no programmatic prerequisites for attendance. The seminar will address your questions whether you are new to the Form 990PF or experienced and in need of a refresher. 

Schedule

 8:30—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

Registration Information

Registration Fees

Exponent Philanthropy members:

  • Before December 1            $395
  • After December 1               $445

Non-members:    $495

Members of Southern California Grantmakers (SCG) receive 20% off the non-member registration fee. Please reach out to your SCG contact for a discount code.

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 kristina@exponentphilanthropy.org, or by calling Exponent Philanthropy at 202-580-6560.

By registering for this program, participants are agreeing to the Exponent Philanthropy Participant Guidelines

Presenter Information

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.

Continuing Education Information

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

The delivery method for this program is Group Live. 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.

Location and Hotel Accommodations

The seminar will be hosted at The California Endowment in the Center for Healthy Communities Conference Center.

The California Endowment
1000 North Alameda Street [map
Los Angeles, CA 90012

Travel Information: 

The Center for Healthy Communities is located on the ground floor of The California Endowment. Please see here for detailed driving directions as well as public transportation information. Parking is available on site at The California Endowment on a first come, first serve basis. If, or when, TCE’s parking lot is full, parking is available nearby at the Terminal Annex Post Office for $6.00 (cash only). Bicycle parking is also provided on site. 

Accommodation:

There are many hotels near The California Endowment building. Here are some options along with the distance to the seminar venue:

DoubleTree by Hilton Hotel Los Angeles Downtown
120 South Los Angeles Street
Los Angeles, California 90012
Tel: +1 213-629-1200
(0.8 miles from the venue)

Omni Los Angeles Hotel at California Plaza
251 S Olive St
Los Angeles, CA 90012
Tel: +1 800-843-6664
(1.2 miles)

O hotel
819 S Flower St
Los Angeles, CA 90017
Tel: (213) 623-9904
(2.1 miles)

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"I appreciated this close review and walked away with very clear questions and discussion items for the firm that prepares our 990-PF."