IRS Form 990-PF Annual Workshop: Key Insights and Common Mistakes to Avoid

The PKF O’Connor Davies Private Foundation Team is pleased to partner with Philanthropy Massachusetts to invite you to our annual Form 990-PF workshop. Last year’s session attracted over 250 participants and received excellent feedback. This year’s workshop comes at a critical time as the philanthropic sector faces proposed reforms and the potential for increased scrutiny. 

 

Join us to gain valuable insights into meeting the requirements of a foundation’s taxable income, charitable distributions and tax-exempt activities. Our industry specialists will guide you with a detailed walk-through of the Form, clarify the concept of self-dealing and how to avoid it, highlight common mistakes and share practical tips to help foundations and trustees maintain IRS compliance.