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National Not-for-Profit Industry Conference 2013


Birth to Mission Accomplished: Filing and Reporting for Nonprofits - Covering Tax Filings and Reporting Financials to Your Board of Directors


Jun 19, 2013 3:00pm ‐ Jun 19, 2013 4:40pm

Description

This workshop will use practical examples to help you identify and understand tax issues associated with operating a charitable organization. It will tie together the financial, governance, leadership and forecasting information needed to engage the organization’s board in appropriate oversight and vision for the future. Topics include:
• Tying the financial and governance issues into the Form 990
• State filing issues and resources
• Public information and rating agencies
• UBIT
• What the Board wants to know about financial statements, operations, taxes, and more

Speaker(s):

  • Mark Oster, National Managing Partner, Not-for-Profit and Higher Education Practices, Grant Thornton LLP
  • Tracy Paglia, CPA, Partner, Moss Adams

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