Description

This session will provide a review of filing issues for public charities as well as a deep dive into Schedule A and its various tests/requirements. The session will also provide an analysis of common missteps that can occur. The session will also focus on the different alternatives for a public charity to consider to protect their imperiled public support status, for example, unusual grants, the 10% facts and circumstances test, accurate completion of Schedule A, Parts I, II and III, the ability to switch between Part II and Part III, etc.

Learning Objectives:

• Understand filing issues that are faced by public charities.
• Understand different alternatives to protect public support status.
• Understand common missteps that can occur.

Speaker(s):

• Ruth Madrigal, J.D., KPMG
• Brian Yacker, CPA/JD, YH Advisors

Category: Concurrent Session (Onsite and Online)