LA West San Gabriel Valley/Pasadena DG: 990 Update| G3070220B

Date :
February 17, 2020 12:30 PM - 1:30 PM
Location :
Pasadena
Facility :
El Cholo Cafe
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Level of Difficulty :
Update
CPE Credits :
CPE 1.00
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Your organization's Form 990 is much more than just a tax return. it is a public document that can be viewed by parties who can both harm and help the organization. Join us with speaker Michael Berry and learn how to prepare the 990 in order to be persuasive to donors without stirring up trouble with press and others.

Objectives:

  • Recognize how to best utilize Form 990 for your organization.
  • Identify how public transparency can benefit - and harm - the organization
  • Determine the correct way to prepare Form 990

Major Subjects:

Form 990

Advanced Prep:

None

Misc. Information:

Registration opens at 11:30 AM and presentation begins at 12:30 PM.
Fees: $22/member, $32/nonmember.
Add $5 for same day and at door registration.
Includes buffet lunch which begins at 11:30 AM
90-minute parking is free with validation and $1.50 for each additional ½ hour.
Address: El Cholo Cafe 300 E. Colorado
suite 214
Pasadena, CA 91101
Level of Difficulty:
Update
Field of Interest:
Taxes
Prerequisites:
Some knowledge of Form 990
Designed For:
CPAs and other professional staff

Instructors

Michael David Berry, CPA
Michael Berry is a CPA and has been in the public accounting arena for over 40 years. He left a national practice to start his own CPA practice in Culver City in 2013. His focus is primarily in the specialty of tax exempt organizations and philanthropic matters on the tax side. He regularly prepares required tax returns such as a Form 990-PF for a private foundation or a 990 for a public charity for his clients. Michael consults on tax matters with such organizations that include issues like private foundation excise taxes, unrelated business income, meeting public support tests as well as foreign filings. He consults with individuals on charitable giving matters. In addition to servicing his own clients, Michael consults with other CPA’s on the matters mentioned above. Mr. Berry is a member of the American Institute of CPAs, the California Society of CPAs, Advisors in Philanthropy LA Chapter (in which he was a recent board member), Southern California Grantmakers, and National Association of Gift Planners (formally known as Partnership for Philanthropic Planning). He is a regular participant at the Los Angeles County Bar Association Exempt Organizations & Charitable Giving Discussion Group. For over 15 years, Michael has been part of the planning committee for the Western Conference Tax Exempt Organizations. Previously, he chaired the California Society of CPAs Los Angeles Chapter Nonprofit Committee for seven years. He has given numerous speeches to groups such as the Western Conference on Tax Exempt Organizations, USC Tax Institute, the California Society of CPA’s and the Jewish Community Foundation pertaining to current events in the exempt organization field, the different charitable entities, Form 990-PF, Form 990, meeting the public support tests, and trust income taxation planning. He has published the following articles for the Family Foundation Advisor: 1) Good News- Grants Can Reduce Foundations’ Unrelated Business Income and 2) An Overview of the Minimum Distribution Requirements. He has also co-authored an article, New IRS Rules for Excess Benefit Transactions, for the California Association of Nonprofits newsletter.
No Agenda or Materials posted.