New York, NY, August 14, 2012 --(PR.com
)-- The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, announced today that David Lowenthal, CPA, JD, LLM, Tax Senior Manager at Plante Moran will speak at the Knowledge Congress’ webcast: “Form 990 Nonprofit Tax Compliance and Governance Explored.” This event is scheduled from 12 p.m. to 2 p.m. ET, Sept. 21, 2012.
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About David Lowenthal
David is a Tax Senior Manager within Plante Moran’s Not-for-Profit Practice. David has 15 years of experience working with a diverse group of not-for-profits including social service organizations, arts and cultural institutions, trade and professional associations, economic development organizations, private schools, private foundations, and colleges and universities. He provides not only technical review of not-for-profit tax returns but is also involved in complex tax consulting and planning.
David has recently helped clients on a variety of not-for-profit tax issues including Form 990, Form 990-T, qualification and preservation of tax exemptions, executive compensation and ASC 740-10 “Accounting for Uncertainty in Income Taxes” (formerly known as FIN 48). He has also represented clients before the Internal Revenue Service at both the examination and appeal levels.
David holds a BA in History from the University of Wisconsin–Madison, a JD from the University of Miami (Florida) and an LLM in Taxation (with distinction) from the Georgetown Law Center. He is a member of the American Institute of CPAs, the Illinois CPA Society, the Tax Section of the American Bar Association and the Chicago Bar Association. He currently serves as the Chair of the CBA - Trade and Professional Association Committee. He was recently appointed to a three-year term on the IRS Great Lakes TE/GE Council – a group of elite practitioners.
About Plante Moran
Plante Moran is among the nation’s largest certified public accounting and business advisory firms, providing clients with tax, audit, risk management, financial, technology, business consulting, and wealth management services. Plante Moran has a staff of more than 2,000 professionals throughout Michigan, Ohio, and Illinois with international offices in Shanghai, China; Monterrey, Mexico; and Mumbai, India. Plante Moran has been recognized by a number of organizations, including FORTUNE magazine, as one of the country’s best places to work. For more information about Plante Moran, please visit www.plantemoran.com.
The redesigned Form 990 reflects the Internal Revenue Service’s expanded regulations on not-for-profits’ corporate governance. The revised form has added numerous questions to identify activities and transactions that may affect their tax-exempt status and the possibility that their board or management be subject to sanctions. It is therefore essential that not-for-profits and their advisors be familiar with recent nonprofit tax compliance, governance and Form 990 issues to avoid pitfalls.
The Knowledge Group is assembling a panel of distinguished experts to provide an in-depth discussion on how not-for-profits can comply with the complicated tax reporting requirements and how to formulate governance policies to help them maintain their not-for-profit status and be able to properly answer the questions required on Form 990. Speakers will address key issues including:
- Overview of the Revised Form 990
- Implications of the Revised Form 990 to Corporate Governance and Executive Compensation
- Guidelines and Best Practices in Implementing Governance Policies and Procedures
- Tax Reporting Compliance
- Political Activities
- And Up-to-the-Minute Regulatory Updates
Participants will have the opportunity to participate and ask questions as part of this live event.
About The Knowledge Group, LLC/The Knowledge Congress Live Webcast Series
The Knowledge Congress was established with the mission to produce unbiased, objective, and educational live webinars that examine industry trends and regulatory changes from a variety of different perspectives. The goal is to deliver a unique multilevel analysis of an important issue affecting business in a highly focused format. To contact or register to an event, please visit: www.knowledgecongress.org