NOT2226
Form 990-PF - Understanding the authority behind the Instructions to prevent errors
Date
June 14, 2022
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The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Asso…
The Form 990-PF instructions which number a mere 40 pages, not all of which have substantive information, presents a unique set of compliance and reporting issues. Foundations and practitioners alike often need to delve into the law and tax authority behind the instructions in order to avoid inaccurate reporting on this Form. This session will highlight some of these areas and provide reference to the law behind instructions which will provide private foundations with practical solutions to common reporting issues.
Learning Objectives
- Analyze current complex compliance issues facing private foundations.
- Determine how to address these issues when advising clients and completing Form 990-PF.
Speakers
Tax Shareholder, Clark Nuber
Managing Director, Deloitte Tax LLP, Global Center for Excellence in Philanthropy
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