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

Date

June 19, 2013

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

Speakers

Mark Oster

National Managing Partner, Not-for-Profit and Higher Education Practices, Grant Thornton LLP

Tracy Paglia, CPA

Partner, Moss Adams

Specialties

Not-for-Profit

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