Date: 4/22/2008
Time: 2:00 PM - 3:30 PM
Location: Teleconference

Session 2 of the Making the Most of Your 990-PF Teleconference Series

This session is designed for financial professions who fill out the 990-PF and will look more in depth at specific issues such as investment income excise tax, compensation, minimum distribution requirements, and others.

Please join us on April 22, 2008 from 2-3:30 pm ET.

The Series

This teleconference series will feature two separate presentations: one for foundation leaders who approve and sign their 990-PF, and one for professionals who fill out the 990-PF form. No longer just a report to the IRS, the 990-PF is now the most commonly used data source about nonprofits. Reporters, researchers, grantseekers - and many others - look to these forms for information about an organization. This makes accurate numbers, correct entries, and properly worded descriptions more important than ever. This program will focus on the most important aspects of filling out the 990-PF, with a special focus on common errors and potentially misleading entries.

Our presenters bring years of nonprofit law and accounting experience to the discussion: Carolyn Duronio, a law partner in the Business & Regulatory Department at Reed Smith LLP in Pittsburgh; and Lynne M. Huismann, a Certified Public Accountant with Plante & Moran, PLLC in Michigan.

Additional resources specifically for foundation leaders and tax preparers, developed in partnership with John Edie of PricewaterhouseCoopers, will be sent to all registrants. Participants may submit a question for the speakers when registering for the call and questions will also be taken live during the call.

There will be a registration fee of $25 for one call and $45 for both calls.  Please contact Courtney Moore with any questions.