Thursday, June 20, 2019
2:30 – 4:00 p.m.
Join us for this complimentary Nonprofit Roundtable, where we will present what every nonprofit needs to know about the Form 990 and Tax Reform. We will share best practices and policies for ensuring compliance with reporting requirements. You’ll gain valuable information that could affect the way you raise funds, market, and run your organization.
Our roundtable format provides a presentation followed by discussion and feedback. It’s an excellent way to learn with and from colleagues with similar interests.
At this roundtable, you will:
• Learn how Tax Reform affects your organization
• Identify changes on the 2018 Forms 990 and 990-T
• Clarify IRS requirements, key schedules, and special considerations
• Utilize the Form 990 as a Marketing Tool
• Identify Form 990-T requirements regarding Unrelated Business Income
Who should attend?
• Executive Directors
• Chief Financial Officers
• Financial Directors / Managers
• Board Members
Please call us at 541-687-2320 or firstname.lastname@example.org if you have any questions.
• LIVE PRESENTATION
Jones & Roth Eugene Office
260 Country Club Rd. Ste. 100
Eugene, OR 97401
• LIVE SCREENCAST
Jones & Roth Hillsboro Office
5635 NE Elam Young Pkwy. Ste 100
Hillsboro, Oregon 97124
• LIVE SCREENCAST
Jones & Roth Bend Office
300 SW Columbia Street Ste 201
Bend, Oregon 97702
Kari Young, CPA
Senior Manager, Jones & Roth CPAs & Business Advisors
Kari is a Senior Manager and leader on the Nonprofit team. She holds expert knowledge in the areas of audits, reviews, and federal single audits; consulting services, including internal control review; and informational return preparation services.
Fritz Duncan, CPA
Partner & Shareholder, Jones & Roth CPAs & Business Advisors
Fritz began his public accounting career in 1990 after graduating from the University of Oregon with a B.S. in Accounting. He leads the Nonprofit and Affordable Housing teams and is also a leader on the Assurance Services Department Management Team and Quality Control Committee.