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Thursday, May 7, 2020 Webcast

2019 Nonprofit Conference - Tax and Industry Sessions (Replay) (E2005684)

8:00 AM - 2:00 PM EDT

Registration: 7:45 AM EDT

webcast

Webcast

3.5 CPE Credits in TX
1.5 CPE Credits in AA
1.5 CPE Credits in SK

OVERVIEW

Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

DESIGNED FOR

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

HIGHLIGHTS

IRS Tax-Exempt Update
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover tax-exempt organizations’ tax landscape post Tax Cuts and Jobs Act, including issues with transit and parking tax, blended rate issues, new developments and IRS plan.

Private Foundations and Donor Advised Funds
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
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.

What’s New at the IRS? (TX)
Maria Hooke and Peter Lorenzetti - Internal Revenue Service
This session will discuss a variety of observations and areas of concern that the Internal Revenue Service (IRS) sees when dealing with not-for-profit organizations.

Advancing Exemplary Governance
Louis J. Mezzina, CPA
There is a great deal of literature focused on not-for-profit governance, from basic responsibilities to best practices. However, governance remains one of the most challenging areas to manage. However, there are exceptional boards that oversee correctly and are valuable strategic assets of their organizations. This session will provide steps any organization can take to improve performance.

Best Practices for Internal Controls
Scott A. Brown, CPA, CGMA – PKF O’Connor Davies LLP
Internal Controls are critical for organizations of all types and sizes. Not-for-Profits are no exception. Examine:
  • The importance of having a strong internal control system to ensure an organization’s success
  • Best practices and five questions every organization should ask when reviewing their internal controls
  • Common deficiencies recently identified during financial statement audits of nonprofit organizations

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

This is a replay of the 2019 Nonprofit Conference. If you previously attended these sessions, you will not be eligible for credit again.

INSTRUCTORS

Scott Brown

Scott A. Brown, CPA,CGMA

Senior Manager

PKF O'Connor Davies, LLP

Scott Brown is a Partner at PKF O’Connor Davies with more than 11 years of experience with the Firm. Scott services clients out of the Firm’s Cranford, New Jersey and New York City offices.

Scott specializes in auditing and tax consulting, working with a variety of not-for-profit organizations including, private foundations, independent schools, arts and cultural organizations and membership organizations.

Scott is an active lecturer for Firm-sponsored continuing professional education courses and frequently speaks at outside organizations and associations. He also authors and contributes to numerous monthly tax and accounting bulletins provided to the Firm’s not-for-profit clients.

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.

Maria Hooke

Maria Hooke

Director, Exempt Organizations Examinations

Internal Revenue Service

Maria Hooke currently serves as the Director, Exempt Organizations Examinations where she provides executive oversight of the nation-wide examinations program. Prior to this assignment Maria served as the Assistant to the Assistant Deputy Commissioner, Government Entities/Shared Services in the Tax Exempt and Government Entities Division (TE/GE). In this role, she provided leadership for the Government Entities Division, including Tax Exempt Bonds, Indian Tribal Governments and Federal, State & Local Governments.

Maria has also served as the acting as the Director of Tax, Forms and Publications in Wage and Investment, the acting Director of Enterprise Case Management in Small Business/Self Employed and the Director of Business Systems Planning in TE/GE. She began her IRS career in 1985 as a Revenue Agent in Miami, Florida. Maria holds a Bachelor of Arts degree in Accounting from St Thomas University in Miami, Florida.

Peter Lorenzetti

Peter Lorenzetti, CPA

Exempt Organizations Examinations Area Manager

Internal Revenue Service

Peter Lorenzetti is the Exempt Organizations Examinations Area Manager for the Northeast Area in the Tax Exempt and Government Entities Division of the Internal Revenue Service.

Peter began his career in the Internal Revenue Service in June 1973, as a Tax Auditor in the Examination Division and joined the Employee Plans/Exempt Organizations Division in 1976 as an Internal Revenue Agent – Employee Plans Specialist.

Peter has held increasingly responsible positions in the Service, including Employee Plans Group Manager, Chief of the EP/EO Quality Review Staff, Senior Regional Analyst, Exempt Organizations Branch Chief and EP/EO Assistant Division Chief, prior to assuming his current position as Area Manager. Peter has had several acting assignments as the Director, EO Examinations. Peter has been an Instructor for Adelphi University in its paralegal program.

He graduated Cum Laude with a Bachelor of Arts degree from Fordham University.

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.

Louis Mezzina

Louis J. Mezzina, CPA

KPMG LLP

Lou Mezzina is a retired KPMG Audit Partner with more than 40 years experience and served as National Industry Director for the firm’s Higher Education and Other Not-for-Profit Organizations practice from 2002 through his retirement in 2014. He continued to support that practice through March 2019 as a Senior Advisor, supporting knowledge sharing efforts within and outside the firm.

Lou received his BS degree in accounting, summa cum laude, from The State University of New York at Albany. He is a former chairman of the Not-for-Profit Organizations Committee of the New York State Society of Certified Public Accountants and served a three-year term on the Not-for-Profit Organizations Committee of the AICPA. He is a past president of the Make-A-Wish Foundation of Metro New York.

PRICING

$139.00 - Member

$239.00 - Non Member

$0.00 - Season Pass

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