Includes light refreshments.
An overview of the essential characteristics of nonprofit organizations and the requirements, benefits and restrictions of tax-exemption.
Jonathan S. Blum,
Polsinelli PC - Dallas, TX
Learn about the rules governing the unrelated business income tax, exceptions and exclusions, plus strategies for coping.
Edward T. Chaney,
Schell Bray PLLC - Chapel Hill, NC
Gain insight into the basic finance and accounting issues—including terminology—that arise in the context of the day-to-day activities of nonprofit organizations.
Holtzman Partners, LLP - Austin, TX
Learn about the 990-PF, its essential components and the specific organizational requirements that it addresses, including the calculation of net investment income, determination of required qualifying distributions, and compliance with excise tax rules. Develop an understanding of what the 990-PF shows and how it can be used as an effective tool to monitor important compliance issues and avoid prohibited transactions.
Ernst & Young LLP - Cincinnati, OH
Gain an understanding of the core form and the schedules that comprise the Form 990. This session is an ideal introduction for beginners and a refresher for the more advanced preparers and management team members, and highlights fundamental concepts, key line items and reporting options. Learn how the 990 can be used as an effective public relations tool for your organization.
Michaela J. Cromar,
Sanford, Baumeister & Frazier, LLP - Fort Worth, TX
Join us for a networking opportunity with faculty and colleagues.
THANK YOU TO OUR RECEPTION SPONSOR
Frost Wealth Advisors
98 San Jacinto Boulevard
AccommodationsThe Four Seasons Hotel is sold out. The following hotels currently have availability:
Hampton Inn & Suites Austin-Downtown/Convention Center
Hyatt Place Austin Downtown
Parking Information$12 Event Daily; $16 Valet Daily; $32.50 Overnight Self-Parking or Valet.