Brian_Yacker

Brian Yacker

Partner, Baker Tilly

Brian has almost 30 years of tax, legal, and accounting experience in the exempt organizations area. Areas of exempt organization consultation which Brian possesses expertise include public support test calculations and planning, preparation of reasonable compensation rebuttable presumption binders and Reasonable Compensation Studies, governance best practices consultation, recommendations regarding effective Bylaws, conducting of EO Governance Check-Ups, compliance with the §501(h) lobbying safe harbor, proper functional expense allocations, maximizing charity watchdog ratings, preparation of federal and state Tax Exemption Applications, conducting of unrelated business income revenue stream studies, preparing state charitable solicitation registrations, managing IRS and state examinations and the proper internal and external reporting of special event fundraisers. Brian is currently an adjunct professor for the University of California Irvine, teaching the Nonprofit Accounting course in the Master of Professional Accountancy program. Additionally, Brian serves on the Board of Directors of the TE/GE EO Council and also serves on the AICPA's EO Tax Technical Resource Panel and the AICPA Nonprofit Advisory Council. Brian earned his Bachelors degree in Finance/Marketing from the University of Virginia and his Juris Doctor from the Indiana University School of Law (Bloomington). Personal interests include hiking and camping, sports memorabilia collecting, playing fantasy sports, Asian cooking and spending time with his wife, two daughters and son.

Appearances

  • Thumbnail for Common Financial Reporting Deficiencies for Non-Profit Organizations
    Identification
    7
    Date
    October 21, 2013
    With non-profit organizations confronting intense scrutiny from donors, governmental regulators, the media, the general public, charity watchdogs and competitors, and with the transparency requirements of non-profit organizations, it is essential for an organization’s financial statements to be pre…

    Speakers

    Speaker Image for Jennifer Zerangue
    Manager, Postlethwaite & Netterville
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
  • Thumbnail for 990 Update (Repeated in #22)<span style='color: red;'> - Please note this file is 70 pages, and may be slow to download or print</span>
    Identification
    12
    Date
    October 21, 2013
    Notwithstanding the fact that the Form 990 was recently overhauled by the Internal Revenue Service (first effective for the 2008 tax year), the Internal Revenue Service still annually makes significant revisions to the Form 990…

    Speaker

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
  • Thumbnail for 990 Update (REPEAT of #12)<span style='color: red;'> - Please note this file is 70 pages, and may be slow to download or print</span>
    Identification
    22
    Date
    October 22, 2013
    Notwithstanding the fact that the Form 990 was recently overhauled by the Internal Revenue Service (first effective for the 2008 tax year), the Internal Revenue Service still annually makes significant revisions to the Form 990…

    Speaker

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
  • Thumbnail for Common Financial Reporting Deficiencies for Not-for-Profit Entities
    Identification
    32
    Date
    October 21, 2014
    With not-for-profit organizations confronting intense scrutiny from donors, governmental regulators, the media, the general public, charity watchdogs and competitors, and with the transparency requirements of not-for-profit organizations, it is essential for an organization’s financial statements t…

    Speakers

    Speaker Image for Jennifer Zerangue
    Manager, Postlethwaite & Netterville
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $2900
    Standard Price
  • Thumbnail for Gaming - How to Roll the Dice With Permission of the IRS
    Identification
    55
    Date
    October 22, 2014
    This session will address the accounting and Form 990 reporting requirements for exempt organizations that conduct gaming special event fundraisers…

    Speaker

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $2900
    Standard Price
  • Thumbnail for Unrelated Business Income
    Identification
    57
    Date
    October 22, 2014
    This session will address the unrelated business income tax, which is imposed on exempt organizations, including an analysis of the most essential exclusions/exemptions and walking through a number of real-life case studies…

    Speaker

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $2900
    Standard Price
  • Thumbnail for Form 990 Update (Repeated in session 59)
    Identification
    32
    Date
    October 20, 2015
    Overview of the Form 990 now that we are in the 7th year of filing the current version of the Form; we will also address new developments, reporting challenges and common preparation mistakes…

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $2900
    Standard Price
  • Thumbnail for Online Fundraising: Traps for the Unwary
    Identification
    45
    Date
    October 20, 2015
    As exempt organizations continue to grapple with identifying new revenue streams, many are looking to raise funds online. For those organizations doing so, they need to tread very carefully to make sure they do not fall into a trap for the unwary…

    Speaker

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $2900
    Standard Price
  • Thumbnail for Form 990 Update (Repeat of session 32)
    Identification
    59
    Date
    October 21, 2015
    Overview of the Form 990 now that we are in the 7th year of filing the current version of the Form; we will also address new developments, reporting challenges and common preparation mistakes…

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $2900
    Standard Price
  • Thumbnail for Online Fundraising: Traps for the Unwary
    Identification
    45
    Date
    October 20, 2015
    As exempt organizations continue to grapple with identifying new revenue streams, many are looking to raise funds online. For those organizations doing so, they need to tread very carefully to make sure they do not fall into a trap for the unwary…

    Speaker

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
  • Thumbnail for Form 990 Update (Repeat of session 32)
    Identification
    59
    Date
    October 21, 2015
    Overview of the Form 990 now that we are in the 7th year of filing the current version of the Form; we will also address new developments, reporting challenges and common preparation mistakes…

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
  • Thumbnail for Form 990 Update (Repeated in session 59)
    Identification
    32
    Date
    October 20, 2015
    Overview of the Form 990 now that we are in the 7th year of filing the current version of the Form; we will also address new developments, reporting challenges and common preparation mistakes…

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
  • Thumbnail for Tax War Stories  - The UBIT Campaign
    Identification
    35
    Date
    June 28, 2016
    This session is a follow-up to last year's popular Tax War Stories discussion panel. This year, our intrepid panelists will relate tales from The UBIT Campaigns. Each tax skirmish will be presented in context, complete with technical discussion of the issues…

    Moderator

    Speaker Image for Jeffrey Schragg
    Jeffrey Schragg, CPA, J.D.
    Partner, BDO USA, LLP

    Speakers

    Speaker Image for Deborah Kosnett
    Senior Director, RSM US LLP
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Jane Searing
    Managing Director, Deloitte Tax LLP, Global Center for Excellence in Philanthropy
    $4900
    Standard Price
  • Thumbnail for Acknowledging Charitable Contributions
    Identification
    65
    Date
    June 29, 2016
    Tax-exempt organizations must provide contemporaneous written acknowledgement to donors for certain types of contributions. The specific rules governing the wide variety of the types of contributions that donors contribute are technical and therefore are ripe for misreporting…

    Speakers

    Speaker Image for Jeffrey Schragg
    Jeffrey Schragg, CPA, J.D.
    Partner, BDO USA, LLP
    Speaker Image for Lisa Hix
    Partner, Venable LLP
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for Form 990: Traps for the Unwary
    Identification
    32
    Date
    October 18, 2016
    We will review Form 990 traps for the unwary, focusing on common red-flag portions of the Form 990. Attendees will learn about the most-essential parts of the Form 990 and how to avoid Form 990 filing errors and omissions…

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for Politically Incorrect
    Identification
    40
    Date
    October 19, 2016
    What can all different types of exempt organizations do in regards to the undertaking of political activities? In this session, attendees will learn:

    Speaker

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for  Form 990 - Group Dissection
    Identification
    NOT1762
    Date
    June 23, 2017
    Taken off the 990 palm read, it's a session working in groups to talk about issues on sections of the return; audience participation in groups, each participant will have a couple Form 990 issues to lead the group & provide answers after the groups have time to evaluate & discuss

    Speakers

    Speaker Image for Angie Fidler
    Angie Fidler, CPA, CGMA
    CFO/COO, The Rensselaerville Institute
    Speaker Image for Jan Smith
    Jan Smith, CPA, JD
    Tax Senior Manager, Crowe Horwath LLP
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for  Tax Controversy War Stories
    Identification
    NOT1768
    Date
    June 23, 2017
    This session is a continuation of the popular “Tax War Stories” discussion panel. This year, our intrepid panelists will relate tales from the Tax Controversy Campaign…

    Speakers

    Speaker Image for Diara Holmes
    Partner, Loeb & Loeb LLP
    Speaker Image for Israel Tannenbaum
    Senior Manager, Mazars USA LLP
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for Form 990 Workshop
    Identification
    GOV17101
    Date
    October 22, 2017
    This session will walk through the more confusing parts of the 990 bringing clarity and insights. This session is meant to be interactive so bring your questions about your own 990…

    Speakers

    Speaker Image for Jane Searing
    Managing Director, Deloitte Tax LLP, Global Center for Excellence in Philanthropy
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $7900
    Standard Price
  • Thumbnail for Form 990 - Tips, Tricks, and Traps
    Identification
    GOV1748
    Date
    October 25, 2017
    We will review Form 990 traps for the unwary, focusing on common red-flag portions of the Form 990. Attendees will learn about the most-essential parts of the Form 990 and how to avoid Form 990 filing errors and omissions…

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for The Who, What and Why - Advanced Course on UBIT
    Identification
    GOV1728
    Date
    October 24, 2017
    Unrelated business income (UBI) is not a one-size-fits-all concept in the Tax Code. What is an unrelated activity of one entity could be related to another. This session looks at the basic and advanced issues of income analysis necessary to determine if organizations have unrelated business income…

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for 990 Public Relations Review
    Identification
    NOT18UP6
    Date
    June 19, 2018
    This interactive session will include a data driven review of the Form 990 from a PR perspective. Attendees will break up into small groups and analyse the Form 990 based on assigned roles such as media, donors, etc…

    Speakers

    Speaker Image for John Valenzuela
    Sole Practitioner, John Gregory Valenzuela
    Speaker Image for Richard Locastro
    Partner, Director Non-Profit Tax, GRF CPAs & Advisors
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Elizabeth Krisher
    Chairman, MaherDuessel
    $4900
    Standard Price
  • Thumbnail for 990 Issues for Small Organizations/Practices
    Identification
    NOT1862
    Date
    June 20, 2018
    This session will cover issues impacting small organzations and practiioners on the Form 990…

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for The Form 990 Under the Microscope
    Identification
    GOV18101
    Date
    October 14, 2018
    This workshop is not available as part of the Online or Flex Pass registration options. This workshop covers an in-depth analysis of the Form 990 by two noted experts. Due to the interactive nature of this workshop, bring your specific Form 990 questions to get answers…

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $7900
    Standard Price
  • Thumbnail for Tips & Tricks for Reviewing your Form 990 Before Filing
    Identification
    GOV1823
    Date
    October 16, 2018
    The presenters will go through actual Forms 990 as they both describe how they would undertake a review of such Form 990 before it is filed with the IRS…

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for Do You Feel Lucky? Gambling with your Exempt Status
    Identification
    GOV1846
    Date
    October 17, 2018
    Very lively and interactive session focused upon the conducting of gaming/gambling activities by nonprofits, including the essentials regarding the protecting of a nonprofits tax-exempt status when undertaking gaming/gambling activities…

    Speaker

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for UBIT: Life After Tax Reform
    Identification
    GOV1851
    Date
    October 17, 2018
    Examine the unrelated business income tax, particularly in light of the new Tax Cuts and Jobs Act of 2017 and its provisions regarding the 'siloing' of unrelated business losses and the taxation of certain fringe benefits being provided by exempt organization employers…

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for IRS Audits of Nonprofits from A to Z
    Identification
    NOT1912
    Date
    June 11, 2019
    Many in not-for-profit accounting leadership are concerned with the potential for an IRS examination or audit. All this talk about "data-driven decision making" and numerous tax law changes has us on edge…

    Speakers

    Speaker Image for Marc Berger
    Marc Berger, CPA, JD, LL.M. (Taxation)
    Director, Nonprofit Tax Services, BDO USA LLP
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for Unplugged: Tax Issues for Small NFPs
    Identification
    NOT19UP1
    Date
    June 11, 2019
    This is an opportunity for people to ask questions and talk about the Form 990 issues faced by small organizations. Bring your organization's Form 990 questions and prepare to discuss the various issues…

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for Unplugged: 990 Review From a Variety of Perspectives
    Identification
    NOT19UP15
    Date
    June 12, 2019
    This unplugged session will utilize small groups to analyze a mock 990 and evaluate the impact of the Form on Board members, donors, regulators, and charity watchdogs. Small Group findings will be shared with the entire session…

    Speakers

    Speaker Image for Richard Locastro
    Partner, Director Non-Profit Tax, GRF CPAs & Advisors
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Elizabeth Krisher
    Chairman, MaherDuessel
    $4900
    Standard Price
  • Thumbnail for Deep Dive Into the Unrelated Business Income Tax
    Identification
    GOV19102
    Date
    October 27, 2019
    This workshop is not available as part of the Online or Flex Pass registration options…

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $7900
    Standard Price
  • Thumbnail for Best Strategies for Dealing with the Nonprofit Parking Tax
    Identification
    GOV19201
    Date
    October 29, 2019
    After some brief introductory remarks from the two presenters, the focus of this session will be on having a real-world discussion regarding how nonprofits and practitioners can best address the §512(a)(7) parking tax, including keeping a “big picture” perspective, strategies for calculating “parki…

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for Whew, I Don't Have Any UBI.......Or Do I?
    Identification
    GOV1925
    Date
    October 29, 2019
    Review and analysis of real-life nonprofit scenarios and situations by two experienced nonprofit practitioners in an attempt to determine whether reporting UBI is required…

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for Key Strategies to Avoid the Ire of the IRS
    Identification
    GOV1949
    Date
    October 30, 2019
    This session will focus on providing attendees with key strategies and guidance to put themselves in the best position of avoiding an IRS examination of their Form 990…

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for Form 990 Fun Part II: Storytelling
    Identification
    NOT2047
    Date
    June 24, 2020
    This dynamic session will have participants focus on how the underlying data and narratives included in a Form 990 filing tell an organization's story and you will evaluate if your organization's Form 990 is telling the "right" story based on your constituencies…

    Speakers

    Speaker Image for Elizabeth Krisher
    Chairman, MaherDuessel
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for 2020 Hindsight: The Nonprofit Tax/Legal Year in Review
    Identification
    GOV20104
    Date
    December 10, 2020
    Fast-moving and highly interactive session to provide attendees with a nonprofit tax and legal review of the past 12 months, including a review of the issued IRS guidance, an update regarding the nonprofit provisions in the TCJA, discussion regarding recent court cases of note and review of changes…

    Speakers

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Dave Moja
    CPA, Moja & Company
    $7900
    Standard Price
  • Thumbnail for UBI or No UBI, That is the Question
    Identification
    GOV2046
    Date
    October 21, 2020
    Interactive session where a factual revenue stream scenario will be presented and the attendees can weigh in whether they believe such scenario would lead to the reporting of unrelated business income or not…

    Speakers

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Dave Moja
    CPA, Moja & Company
    $4900
    Standard Price
  • Thumbnail for Form 990 Traps for the Unwary - Part 1
    Identification
    GOV2028
    Date
    October 20, 2020
    This session will identify some of the more prominent Form 990 blind spots and traps for the unwary that preparers/reviewers of the Form 990 need to be keenly aware of…

    Speakers

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Elizabeth Krisher
    Chairman, MaherDuessel
    $4900
    Standard Price
  • Thumbnail for CARES Act - Part II - Other Impacts
    Identification
    NOT2007
    Date
    June 22, 2020
    This session will focus on additional impacts that taxpayers are facing relative to Covid-19 and the CARES Act. For example, issues surrounding IRS operations such as audits and correspondence, applications for tax-exempt status, enforcement, payment, and extended filing due dates…

    Speakers

    Speaker Image for Meghan Biss
    Partner, Loeb & Loeb LLP
    Speaker Image for Alexander Reid
    Alexander L. Reid, J.D., LL.M. (Taxation)
    Partner, BakerHostetler LLP
    Speaker Image for Tamera Ripperda
    Commissioner, Tax-Exempt and Government Entities, Internal Revenue Service
    Speaker Image for Margaret Von Lienen
    Director, Exempt Organizations/Government Entities, Internal Revenue Service
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
  • Thumbnail for Key Takeaways Panel
    Identification
    GOV2056
    Date
    October 21, 2020
    To Be Announced…

    Speakers

    Speaker Image for Tony Boras
    Partner, Crowe LLP
    Speaker Image for Jennifer Hoffman
    National Not-for-Profit Audit Leader, Grant Thornton LLP
    Speaker Image for Pete Ugo
    Partner, Crowe LLP
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
  • Thumbnail for Form 990 Traps for the Unwary - Part 2
    Identification
    GOV2031
    Date
    October 20, 2020
    This session will identify some of the more prominent Form 990 blind spots and traps for the unwary that preparers/reviewers of the Form 990 need to be keenly aware of…

    Speakers

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Elizabeth Krisher
    Chairman, MaherDuessel
    $4900
    Standard Price
  • Thumbnail for COVID-19 Current Updates - Part 2
    Identification
    GOV2002
    Date
    October 19, 2020
    2020…what a year it has been, with the impact of COVID-19 being at the forefront! This panel discussion will focus on the various types of impacts and challenges that COVID-19 has presented for governmental entities and not-for-profit organizations – lost revenue, increased expenses, new types of f…

    Speakers

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Michelle Watterworth
    Partner, Plante Moran
    Speaker Image for Pete Ugo
    Partner, Crowe LLP
    Speaker Image for Flo Ostrum
    Partner, Grant Thornton LLP
    Speaker Image for Hollis Hanson-Pollock
    Audit Senior Manager, Crowe LLP
    $4900
    Standard Price
  • Thumbnail for Welcome & Announcements | COVID-19 Current Updates - Part 1
    Identification
    GOV2001
    Date
    October 19, 2020
    2020…what a year it has been, with the impact of COVID-19 being at the forefront! This panel discussion will focus on the various types of impacts and challenges that COVID-19 has presented for governmental entities and not-for-profit organizations – lost revenue, increased expenses, new types of f…

    Speakers

    Speaker Image for Flo Ostrum
    Partner, Grant Thornton LLP
    Speaker Image for Michelle Watterworth
    Partner, Plante Moran
    Speaker Image for Pete Ugo
    Partner, Crowe LLP
    Speaker Image for Hollis Hanson-Pollock
    Audit Senior Manager, Crowe LLP
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for Schedule A & Public Support Test
    Identification
    NOT2126
    Date
    June 8, 2021
    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…

    Speakers

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Preston Quesenberry
    Managing Director, KPMG
    $4900
    Standard Price
  • Thumbnail for Newsworthy Nonprofits
    Identification
    NOT2166
    Date
    June 9, 2021
    This year has been quite an interesting one for nonprofits in the news. This session will take a look at some of the biggest headline grabbers from the past year…

    Speakers

    Speaker Image for Lauren Haverlock
    Partner, Moss Adams
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for Form 990-T: Remodeled for the First Time in 70 Years
    Identification
    GOV2127
    Date
    October 26, 2021
    The 2017 "Tax Cuts and Jobs Act" changed the playing field for many not-for-profits and the manner in which they must look at unrelated business activities. Now, Form 990-T has been remodeled, upgraded, and set for eFiling…

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for COVID Relief (Tax Compliance)
    Identification
    GOV2135
    Date
    October 27, 2021
    2020 and 2021 have brought numerous opportunities for NFPs to receive federal assistance by means of credits, grants, loans, deductions, and filing extensions. However, along with these opportunities have come many challenges…

    ​Speaker - Virtual

    Speaker Image for Elizabeth Krisher
    Chairman, MaherDuessel

    Speaker

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for Is your Nonprofit Auditor Communicating with your Form 990 Preparer?
    Identification
    GOV21101
    Date
    October 4, 2021
    Join this extensive workshop to learn about enhancing and synchronizing your not-for-profit financial and tax reporting. This session will include a critique and examples of various audited not-for-profit financial statements, Form 990 and other tax/legal disclosures…

    ​Speaker - Virtuals

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Jennifer Casacchia
    Director, Not-for-Profit and Higher Education Practices, SIKICH LLP
    $7900
    Standard Price
  • Thumbnail for Form 990 Schedules A-R, An Update and Overview
    Identification
    GOV2130
    Date
    October 26, 2021
    How long has it been since you considered changes, traps, and nuances of the most-utilized Form 990 supporting schedules? In this session, we will run through each of the sixteen schedules – emphasizing those most encountered by not-for-profit organizations – and provide valuable insight on filing…

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for Unraveling the Mysteries of the Schedule A Public Support Tests
    Identification
    NOT2216
    Date
    June 13, 2022
    Deep dive into the various Schedule A public support tests, focusing on the first four Parts of Schedule A,; more specifically covering some of the "per se" publicly supported entity types referenced in Part I, the calculation of the Part II and III public support ratios, the different Types of sup…

    Speakers

    Speaker Image for Elizabeth Krisher
    Chairman, MaherDuessel
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for Schedule B and Schedule M
    Identification
    NOT2236
    Date
    June 14, 2022
    Contribution are the backbone to many nonprofits, and behind those contributors are donors. Schedule B and Schedule M are designed to analyse the who and the what of charitable contributions to a nonprofit…

    Speakers

    Speaker Image for Lauren Haverlock
    Partner, Moss Adams
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for Reviewing Form 990 (compare to FS) The Battle Royale: GAAP v. Form 990 Reporting
    Identification
    NOT2258
    Date
    June 15, 2022
    While Form 990 generally follows financial statement reporting, Form 990, Part IX requires more detailed reporting . It is also an area that potential donors may look at to draw conclusions about how well the organization accomplishes its mission…

    Speakers

    Speaker Image for Max Manley
    Audit Partner, GRF CPAs & Advisors
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for Nonprofit Legal & Tax Update
    Identification
    GOV2222
    Date
    October 25, 2022
    Fast-paced and conversational (not a lecture) nonprofit tax and legal update conducted by two nonprofit lawyers with a combined 50 years of experience in the nonprofit area; topics to be addressed will probably include continuing issues for nonprofits as we continue to live in a pandemic world, non…

    Speakers

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Andrew Grumet
    Andrew Grumet, JD, LL.M.
    Partner, Holland & Knight
    $4900
    Standard Price
  • Thumbnail for Related Parties Unpacked from Both a Tax and Accounting Perspective
    Identification
    GOV2240
    Date
    October 26, 2022
    Related party transactions impact both tax form reporting and financial statement reporting for Not-for-Profit Organizations. Join us to discuss the key factors impacting reporting from both a tax and GAAP perspective and to walkthrough a number of real-world scenarios…

    Speakers

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Elizabeth Krisher
    Chairman, MaherDuessel
    Speaker Image for Daniel Figueredo
    Daniel Figueredo, CPA, CGMA
    Partner, BPM LLP
    $4900
    Standard Price
  • Thumbnail for Year in Review
    Identification
    NOT2321
    Date
    June 21, 2023
    Fast paced and conversational (and hopefully interactive) summary of the past 12 months in the nonprofit tax and legal worlds; focusing specifically on the latest updates regarding the Employee Retention Credit for nonprofits, unrelated business income / 990-T, communicating with the IRS, what is b…

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for Ask the Tax Experts
    Identification
    NOT2341
    Date
    June 21, 2023
    Has a particular Form 990 issue been bothering you? Bring it to our attention and allow our experts to weigh in on the matter. During this session, the panel will answer questions from previous sessions that were not addressed as well as new questions from participants…

    Moderator

    Speaker Image for Richard Locastro
    Partner, Director Non-Profit Tax, GRF CPAs & Advisors

    Speakers

    Speaker Image for Lauren Haverlock
    Partner, Moss Adams
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Christopher Anderson
    Shareholder, Maloney + Novotny LLC
    $4900
    Standard Price
  • Thumbnail for Show me the Money: Form 990 Comp Reporting
    Identification
    NOT2336
    Date
    June 21, 2023
    This session will discuss mapping a W-2 and looking at how the W-2 connects to Schedule J, fringe benefits and compensation. Are fringe benefits taxable vs. nontaxable? What is an Accountable Plan…

    Speakers

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Israel Tannenbaum
    Partner, Withum
    $4900
    Standard Price
  • Thumbnail for State Regulators Panel (ONLINE ONLY)
    Identification
    NOT2346
    Date
    June 26, 2023
    State Attorneys General are more often on the frontlines of guarding and protecting charitable assets. When the IRS might be silent on something, a state AG might take action. And more often, states are collaborating on initiatives…

    Moderator

    Speaker Image for Brian Yacker
    Partner, Baker Tilly

    Speakers

    Speaker Image for Leslie Friedlander
    Assistant Attorney General, Texas Attorney General
    Speaker Image for Yael Fuchs
    Partner, Sedreddine & Whoriskey, LLP
    Speaker Image for Elizabeth Kim
    Supervising Deputy Attorney General, CA Department of Justice, Office of the Attorney General
    $4900
    Standard Price
  • Thumbnail for Nonprofit Tax and Legal Update: The Year in Review
    Identification
    GOV2303
    Date
    October 18, 2023
    This session will feature a quick-paced summary of the past twelve months in the nonprofit tax arena including a COVID governmental relief update (PPP / ERC21), effectively communicating with the Internal Revenue Service in the new normal, recently issued guidance, recent court cases relevant to no…

    Speakers

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Dave Moja
    CPA, Moja & Company
    $4900
    Standard Price
  • Thumbnail for Comparing Your Audited Financials to Form 990
    Identification
    GOV2316
    Date
    October 19, 2023
    Take a tour through the NFP Section's Save Our Little Charities example audit report and example Form 990 to highlight tips, tricks, and traps with respect to Form 990 preparation. Interactive format will cover all parts of the Form and survey the schedules…

    Speakers

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Dave Moja
    CPA, Moja & Company
    $4900
    Standard Price
  • Thumbnail for Prominent Worker Issues
    Identification
    GOV2325
    Date
    October 19, 2023
    Your organization's workforce is its most vital asset. Retaining employees with competitive compensation and benefits is vital to your organization, but reporting and compliance are also of intent interest to the tax regulators…

    Speakers

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Lauren Haverlock
    Partner, Moss Adams
    $4900
    Standard Price
  • Thumbnail for Roundtable: Treasury, Congress and the Hottest Topics for Exempt Orgs
    Identification
    NOT2403
    Date
    June 17, 2024
    This year's tax update and view from the hill will take the format of a roundtable discussion. Here, we will dive into enacted and expired legislation and potential for tax reforms for exempt organizations…

    Speakers

    Speaker Image for Alexander Reid
    Alexander L. Reid, J.D., LL.M. (Taxation)
    Partner, BakerHostetler LLP
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Kimberly Eney
    Partner, Loeb & Loeb LLP

    Inviteds

    Speaker Image for Rachel Levy
    Associate Chief Counsel, Employee Benefits, Exempt Organizations, and Employment Taxes at IRS, Office of Chief Counsel, IRS, Office of Chief Counsel
    Speaker Image for Edward Killen
    Commissioner, Tax Exempt & Government Entities (TE/GE), Internal Revenue Service
  • Thumbnail for Prominent Worker Issues
    Identification
    NOT2426
    Date
    June 18, 2024
    Your organization's workforce is its most important asset. Retaining employees with competitive compensation and benefits is vital to your organization, but reporting and compliance are also of intent interest to the tax regulators…

    Speakers

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Lauren Haverlock
    Partner, Moss Adams
    $4900
    Standard Price
  • Thumbnail for A Session about Nothing
    Identification
    NOT2434
    Date
    June 18, 2024
    There are many questions for which there are no answers…even as professionals, sometimes we're just winging it. Here we'll take questions and walk through the most puzzling tax exempt issues…

    Speakers

    Speaker Image for Lauren Haverlock
    Partner, Moss Adams
    Speaker Image for Richard Locastro
    Partner, Director Non-Profit Tax, GRF CPAs & Advisors
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Christopher Anderson
    Shareholder, Maloney + Novotny LLC
    $4900
    Standard Price
  • Thumbnail for Fundraising Follies: Staying on the right side of laws, regulations and reporting
    Identification
    GOV2409
    Date
    October 28, 2024
    Learn how quid pro quo contributions, non-cash gifts, sponsorships, UBIT rules and Form 990 reporting can all complicate compliance with state and local laws…

    Speakers

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Elizabeth Krisher
    Chairman, MaherDuessel
    $4900
    Standard Price
  • Thumbnail for Nonprofit Tax and Legal Update: The Year in Review
    Identification
    GOV2416
    Date
    October 29, 2024
    This session will feature a quick-paced summary of the past 12 months in the nonprofit tax arena including areas of current IRS and state regulator scrutiny, effectively communicating with the IRS in the new normal, recently issued guidance, recent court cases relevant to nonprofits, communications…

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for Caveat Emptor for Employers: Prominent worker issues
    Identification
    GOV2419
    Date
    October 29, 2024
    * Summary of the current landscape of federal and state employment tax issues and challenges in dealing with federal agencies

    Speakers

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Elizabeth Krisher
    Chairman, MaherDuessel
    $4900
    Standard Price
  • Thumbnail for IRS Roundtable and NFP Tax Update
    Identification
    NOT2503
    Date
    June 16, 2025

    Speaker

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
  • Thumbnail for Form 990 Deep Dive
    Identification
    NOT25103
    Date
    June 16, 2025

    Speakers

    Speaker Image for Christopher Anderson
    Shareholder, Maloney + Novotny LLC
    Speaker Image for Lauren Haverlock
    Partner, Moss Adams
    Speaker Image for Brian Yacker
    Partner, Baker Tilly

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