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Private Foundation Summit 2019

PFS19201 - Advanced 990-PF and 990-T Tax Positions

Jun 14, 2019 7:00am ‐ Jun 14, 2019 7:50am

Standard: $49.00


This session provides practical and detailed discussion of the most complex and interesting filing issues our tax experts have worked through in the past year. This session will be interactive. Please bring your difficult filing issues you encountered which you may not have resolved in May for the group to discuss.

  • Learn about complex filing issues on the Form 990-PF and 990-T.
  • Practical tips for contemporaneously documenting filing positions on Form 990-PF and 990-T.


  • Saul Bakst, Director, Investment Accounting, Reporting, & Tax, Ford Foundation
  • Ms. Jody Blazek, CPA, Partner, Blazek & Vetterling
  • Jane M. Searing, CPA, Managing Director, Deloitte Tax LLP, Global Center for Excellence in Philanthropy
Tags: Taxes

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