990-PF Tax Seminar
Thursday, February 28, 2013
Kimmel Center - NYU
60 Washington Square South [map]
New York, NY 10012
View Meeting Documents
9:00 a.m. - 4:30 p.m.
Our 990-PF Tax Seminar, taught by top accountants, will give you a thorough understanding of the Form 990-PF, the 5% payout requirement, and expenditure responsibility. The seminar examines the Form 990-PF line-by-line and allows you to grade your form along the way. The 5% payout requirement will continue to hit many foundations hard this year. Learn how to soften the blow and save money at the same time.
At this seminar, participants 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 their foundation’s form and ask targeted questions that affect their foundation
• Receive tips for their foundation to make their Form 990-PF more secure and keep trustees out of trouble with the IRS.
• Identify mistakes on their foundation’s form and know what to do to fix them.
Participants will receive a copy of ASF’s primer, Filing the Form 990-PF.
Faculty: Michael Fontanello, Fontanello, Duffield & Otake; Chris Petermann, O’Connor Davies Munns & Dobbins
Related Web Pages and Sites:
Directions to the Kimmel Center
A continental breakfast, lunch and morning and afternoon snacks will be provided.
ASF educational programs are business casual.
|990-PF Seminar Registration||$345.00||Members|
|990-PF Seminar Registration||$445.00||Non-Members|
Cancellation and Other Policies:
By registering for this program, participants are agreeing to the ASF Participant Guidelines: http://www.smallfoundations.org/educational-programs/participant-guidelines/
Substitutions are accepted at any time. Cancellations on or before Friday, January 18 are subject to a $75 processing fee. Cancellations received between January 19 and February 8 will receive a 50% refund. Cancellations on or after February 9 are nonrefundable. Please submit all substitutions or cancellations via e-mail to firstname.lastname@example.org.
All refunds will be issued after the program.
Please submit all substitutions or cancellations by e-mail to email@example.com.
Continuing Education Information:
Seminar participants can earn up to 6 CPE credits. For more information regarding our refund, cancellation and complaint resolution policies, please contact the ASF office at 888-212-9922.
The Association of Small Foundations is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing 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.learningmarket.org.
General Hotel Information:
Nearby hotels include:
Washington Square Hotel, 103 Waverly Place, New York, NY, Phone: 212-777-9515
Hilton Garden Inn New York/Tribeca, 39 6th Avenue, New York, NY, Phone: 212-966-4091
New York Marriott Marquis, 1535 Broadway, New York, NY, Phone: 212-398-1900
Ms. Akilah Massey
Association of Small Foundations
Phone: (202) 580-6568
Fax: (202) 580-6579