The Knowledge Group
The Knowledge Group

Frank Giardini, Managing Director, Mid-Atlantic Exempt Tax Practice, Wealth & Tax Advisory Services to Speak at Knowledge Congress’ Event on Form 990 Overhaul on 1/23/08

The Knowledge Congress, the leading producer of regulatory focused teleconferences has announced today that Frank D. Giardini, Managing Director, Mid-Atlantic Exempt Tax Practice of Wealth and Tax Advisory Services, Inc. (WTAS) will speak at the Knowledge Congress’ upcoming teleconference entitled: “Form 990 Overhaul.” This 2-hour event is scheduled for January 23, 2008, Wednesday, at 1:00 PM - 3:00 PM EST.

New York, NY, December 13, 2007 --(PR.com)-- The Knowledge Congress, the leading producer of regulatory focused teleconferences has announced today that Frank D. Giardini, Managing Director, Mid-Atlantic Exempt Tax Practice of Wealth and Tax Advisory Services, Inc. (WTAS) will speak at the Knowledge Congress’ upcoming teleconference entitled: “Form 990 Overhaul”. This 2-hour event is scheduled for January 23, 2008, Wednesday, at 1:00 PM - 3:00 PM EST. (For further details of the event and an updated list of panelists, please visit: http://www.knowledgecongress.org/event_2008_form990.html)

Recently, the Internal Revenue Service has released a discussion as per to the proposed overhaul of the Form 990 or the main tax form for certain tax-exempt organizations. This action done by the IRS is to make things easier for the agency itself and for the public to track and scrutinize the finances, governance and accomplishments of the certain tax-exempt organizations.

The Knowledge Congress is assembling a panel of distinguished experts to help make this proposed revision for the Form 990 clear to the organizations most impacted. The panel will present their findings, which will include best practices in a two-hour teleconference.

About Mr. Frank D. Giardini

Mr. Giardini is the Managing Director of WTAS’ Mid-Atlantic Exempt Tax Practice with more than 25 years of client advising experience. He is a former Tax Managing Director with KPMG and Pricewaterhouse Coopers and has significant experience with clients in the higher education and health care industries. His clients have included many of the largest private foundations and other tax exempt organizations in the Mid-Atlantic area including National Geographic Society, Freedom Forum, Inc., American University, William Penn Foundation, Sarah Scaife Foundation, West Penn Allegheny Health System, Johns Hopkins University, Upper Chesapeake Health System, Gettysburg College and Jefferson Health System, Inc.

Frank’s specific areas of tax and business expertise encompass: Intermediate Sanctions Planning and Compliance; University based Technology Transfer; Executive Compensation; Employment Classification and Compensation; Nonresident Alien Taxation; Unrelated Business Tax Planning; Fundraising; Tax aspects of Student Financial Aid; Taxable subsidiaries.

Frank is a 1978 graduate of LaSalle University (B.S. Accounting) and has a MS (Tax) from Villanova University. He is a licensed to practice before the Internal Revenue Service and other taxing jurisdictions.

Mr. Giardini is a founding member of the Mid-Atlantic Chapter of the Italy-America Chamber of Commerce where he served as president. He is a frequent speaker with the Healthcare Financial Management Association, Pennsylvania Institute of Certified Public Accountants and Eastern Association of College and University Business Officers on various tax topics.

About Wealth and Tax Advisory Services, Inc. (WTAS)

WTAS is one of the largest national independent firms (unaffiliated with an auditing firm) focused on providing a wide range of tax, valuation, financial advisory and related consulting services. Out practice consists of approximately 350 professionals located in twelve major cities throughout the United States. WTAS encompasses top advisors, many with multiple professional credentials, better enabling them to provide their clients with integrated solutions.

WTAS specialize in full service individual and business entity tax compliance and consulting.

Their planning and compliance services are customized for their clients which include: Corporate and Business Entities; Individual and Fiduciary; Estate and Gift Tax Planning and Compliance; Charitable Giving; Tax Exempt Organizations; International Tax Consulting and Compliance; Valuation Services; State and Local Tax Consulting; Family Office and Private Accounting Solutions; Real Estate Taxation; Compensation and Benefit Services; Employee Benefit Plan Compliance Service.

For more information about Mr. Frank D. Giardini and Wealth and Tax Advisory Services, Inc., please visit: http://www.wealth-tax.com/

About The Knowledge Congress

The Knowledge Congress is an organization that produces teleconferences that examine regulatory changes across a variety of industries. “We bring together the world's leading authorities and industry participants through informative two-hour teleconferences to study the impact of changing regulations.” To contact or to register to an event, please visit: www.knowledgecongress.org.

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Therese Lumbao, Director
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