In addition, the program will address 990 elements that donors will examine determining whether or not to fund organizations.
The material will be easy to understand for individuals at all levels of expertise and experience, and include concrete action steps for attendees to implement in their practice.
About the Presenter: David M. Reape, CPA
Mr. Reape is a Ciuni & Panichi, Inc. Tax Department Principal in the firm’s Not-for-Profit Group. He specializes in tax-exempt entities and closely-held businesses. He provides tax review, planning, research, consulting, and compliance services for not-forprofit organizations, S-corporations, C-corporations, high net worth individuals, partnerships, and state and local tax planning. His experience includes helping clients with corporate restructuring and planning and he has represented various clients during Internal Revenue Service audits, as well as various state and local governments audits.
As a Principal in the firm’s Not-for-Profit Group, he has an in-depth understanding of the accounting principles applicable to not-for-profit organizations and the strict technical requirements that must be satisfied in these engagements. His responsibilities include the preparation and review of tax returns for social service agencies, religious organizations, museums, labor unions, and private foundations. He also understands the challenges not-for-profit organizations face and strives to make viable recommendations to improve the operating efficiency of every client, even when they are working with limited resources.
This session will be video recorded and live streamed. When the event starts, return to this page to watch it online.