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Thursday, April 30, 2020 Webcast

Private Foundations and Donor Advised Funds (2019 Nonprofit Conference Replay) (E2004374)

2:00 PM - 3:15 PM EDT

Registration: 1:45 PM EDT

webcast

Webcast

1.5 CPE Credits in TX

OVERVIEW

This session will cover recent development in self-dealing, equivalency determinations and other excise tax issues. Then, discuss Donor Advised Funds and Notice 2017-73 with an explanation of the differences between Private Foundation and Donor Advised Funds.

DESIGNED FOR

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

This session was part of the 2019 Nonprofit Conference. If you previously attended this session you will not be eligible for credit again.

INSTRUCTORS

Magdalena Czerniawski

Magdalena M. Czerniawski, CPA

Partner

Marks Paneth LLP

Magdalena M. Czerniawski, CPA, MBA, is a Tax Director at Marks Paneth LLP and a member of the firm’s Nonprofit, Government & Healthcare Group. With nearly 15 years of nonprofit industry experience, she provides tax services to a wide array of nonprofits, including charitable organizations, social welfare organizations, professional associations and private foundations.

In addition to providing tax planning and advisory services, Ms. Czerniawski specializes in matters related to ASC 740-10 (FIN 48), the reporting requirements that govern contributions, compensation, unrelated business taxable income, lobbying costs, and public support testing. She also represents her clients as an authorized representative before the Internal Revenue Service and various state agencies. Furthermore, Ms. Czerniawski’s experience includes serving clients with matters related to employee benefit plans, healthcare organizations and hospitals, affordable housing entities, foreign tax filings and payroll tax returns.

Prior to joining Marks Paneth, Ms. Czerniawski was a Senior Tax Manager with a national accounting firm, where she focused on tax consulting and compliance for many of their highest profile clients. She has published various articles on industry-specific tax matters and has served as a speaker for internal and external seminars.

Robert Lyons

Robert Lyons, CPA

Marks Paneth LLP

Robert R. Lyons, CPA New York, NY Rob has 40 years of experience in the field of public accounting including experience with both regional and national Big 4 accounting firms. Rob’s emphasis has been in the not-for-profit tax and audit fields for the past thirty years. In addition to professional activities, he has taught and lectured in various advanced educational programs. Prior to Joining MP&S, Rob was the Director of Not-For-Profit Tax for KPMG’s New York office and had direct responsibility for tax operations for over 250 medium to large size not-for-profit clients including various pension trust activities. Rob’s specialization includes but is not limited to the areas of unrelated business income, use of for-profit subsidiaries, IRS intermediate sanctions, alternative investments and various other exempt organization reporting and compliance issues. In addition, he has consulted extensively with non-profits in the area of planned giving and development, expansion and growth potential. He has written numerous articles in the Journal of Taxation for Exempt Organizations and Tax Advisor Direct. Rob’s book credits include: Getting Started with Non-Profits, Non-Profits-Advanced Tax Issues, the 990 Workshop, CPA: Guide to Planned Giving, and Form 990: AICPA’s Answer to Unlocking the Tax Complexities. Rob is a member of the American Institute of CPAs and the New York State Society of CPAs and is a CPA licensed to practice in New York State, Florida, the District of Columbia and Virginia.

PRICING

$39.00 - Member

$59.00 - Non Member

Pre-Registration Closed

Online pre-registration for this event is now closed.

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