Nonprofit and Social Sector Update and Best Practices
Overview
Don’t stress. We know that preparing for your audit and the preparation of your Form 990 can cause anxiety. Marcum is here to help. Join us for our Nonprofit and Social Sector Update and Best Practices Seminar.
During the presentation we will provide education and insight on current activity and best practices for your nonprofit organization, including such items as:
- Lease Standard
- Single Audit
- Functional Expenses
- Governance Policies (Conflict of Interest, Compensation, etc.)
- Unrelated Business Income
- New Activities
Agenda
Registration & Breakfast
Event Presentation and Panel Discussions
Networking
Speakers
Moderator
Mary Antonetti
Mary Antonetti is a partner in the Firm’s New Haven office, specializing in tax compliance and consulting services to not-for-profit and healthcare organizations. She has more than 30 years of public accounting experience with national and international firms. Her extensive experience includes for healthcare and other tax-exempt organizations and their for-profit affiliates, including higher education institutions, NGOs, hospital systems, title holding companies, Official Catholic Directory entities, and private foundations.
Mary Antonetti
Mary Antonetti is a partner in the Firm’s New Haven office, specializing in tax compliance and consulting services to not-for-profit and healthcare organizations. She has more than 30 years of public accounting experience with national and international firms. Her extensive experience includes for healthcare and other tax-exempt organizations and their for-profit affiliates, including higher education institutions, NGOs, hospital systems, title holding companies, Official Catholic Directory entities, and private foundations.
Ms. Antonetti’s expertise includes consultation on the implications of tax reform, unrelated business income, alternative investments, foreign reporting, joint venture transactions, Section 501(r) of the Internal Revenue Code, restructuring, application for exempt status, IRS audit support, and private inurement issues.
She has also has experience providing middle-market companies with general tax compliance and planning services focused on corporate acquisitions, dispositions and reorganizations of entity structure, including consolidated groups, S-Corporations, and multi-tiered partnerships with domestic and foreign operations.
Prior to joining Marcum, Ms. Antonetti served as a director with a Big Four firm located in Hartford.
Panelists
Kristen Cummings
Kristen Cummings is a director in the Firm’s Boston, Massachusetts office and has 10 years experience preparing, reviewing and managing tax compliance for a variety of clients in various industries.
Ms. Cummings background includes tax compliance and consulting services for not-for-profit, healthcare, real estate, and closely held family businesses and their owners.
In addition, Ms. Cummings is actively involved in the firm’s in house training for staff as well as participating in the firm’s Corporate Leadership Committee and the Corporate Tax Efficiency Committee.
Alyssa Simard
Alyssa Simard is a partner in Marcum’s Merrimack office, specializing in the nonprofit and social sector arena. She has 17 years experience concentrated in the areas of nonprofit accounting and auditing, federal compliance auditing, and nonprofit taxation. She oversees financial statement audits, single audit, internal control review engagements, and other special projects for nonprofit organizations.
CPE
| Program Description | Nonprofit and Social Sector Update and Best Practices |
| Important Notice Regarding CPE: | |
| Learning Objectives |
At the end of this course, the attendee will be able to:
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| Instruction Delivery Method | Group Live (In-Person) |
| Recommended CPE Credit | 1 Credit Audit; 1 Credit Tax |
| Recommended Field of Study | Auditing and Taxes |
| Prerequisites | None |
| Program Level | Overview |
| Advance Preparation | None |
| Cancellation Policy | You may cancel your registration at any time prior to the event. |
| Complaint Resolution Policy | For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected]. |
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Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. |
