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Lori Rothe Yokobosky, CPA, MT, Senior Manager with CohnReznick LLP, to Speak at The Knowledge Group’s Mastering Form 990: Step-by-Step Guide for 2018 Live Webcast

New York, NY, November 29, 2017 --( The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, has announced today that Lori Rothe Yokobosky, CPA, MT, Senior Manager with CohnReznick LLP, will speak at The Knowledge Group’s webcast entitled: “Mastering Form 990: Step-by-Step Guide for 2018.” This event is scheduled for December 5, 2017 from 12:00 pm to 1:30 pm, Eastern Time.

For further details, please visit:

About Lori Rothe Yokobosky

Lori Rothe Yokobosky, CPA, is a senior tax manager in CohnReznick’s Roseland office with more than 20 years of experience in the field of public accounting. Lori has dedicated the past ten years of her career to the Firm’s Not-for-Profit and Education Industry Practice where she helps her clients address a variety of tax issues. Within this practice, she specialized in working with associations, higher education institutions, private foundations, affordable housing entities and healthcare organizations.

Lori has not-for-profit expertise in ASC 740-10 (FIN 48) analyses and the reporting requirements governing contributions, compensation of board members, trustees and key employees, unrelated business taxable income, lobbying costs, and the public support test.

Believing strongly in a hands-on approach, Lori is proactive in addressing her clients’ needs and concerns by continually challenging them with new planning ideas and initiatives. As part of her proactive management style, she has been successful in structuring and restructuring tax exempt organizations. Lori’s strong tax background helps her seek strategies on revenue transactions that would help her clients minimize their potential tax burden.

About CohnReznick

From our origins in 1919, an innovative and client-centric culture has flourished at CohnReznick. We believe that this mindset defines us in many ways. First, we have an affinity for our clients — we understand your drive. Second, we recognize leadership — talent shapes the direction of the Firm. And third, we view our success as a call to action — a means to improve our communities, promote beneficial legislative policies, and progress the high standards of the accounting profession.

• Our position in the industry is notable. Today we rank among the largest accounting, tax and business advisory firms in the United States.
• With a team of over 2,700 professionals and our extensive footprint in 26 cities worldwide, we can effectively mobilize to serve you on a local, regional, national, and international basis.
• The breadth and depth we represent in each of our practice areas can be leveraged on demand to address your enterprise initiatives or to advance distinct opportunities.

The ability to scale is matched by CohnReznick’s commitment to each client on an individual basis. Working with us means you work directly with our partners. A hands-on, consultative team and technical experts will respond to the intellectual needs of your organization, create a proactive service experience, and focus on setting and attaining goals.

Learn more about our culture, dedication to leadership, diversity and community service.


The IRS Form 990 officially known as Return of Organization Exempt From Income Tax is an informational tax form filed annually by tax-exempt organizations with gross receipts of at least $200,000 or assets worth at least $500,000 to be exempted from income tax. This annual reporting is a requirement under the Internal Revenue Code (IRC) Section 501(c). Form 990 is intended to provide the government and the public a picture that clearly demonstrates the exempt organization's mission and other significant activities each year, and also to demonstrate transparency and accountability in the nonprofit sector.

Listen and join a panel of key thought leaders and professionals assembled by The Knowledge Group as they bring the audience to a road beyond the basics and present all the important issues and practices in Mastering IRS’ Form 990. Speakers will also present a comprehensive step-by-step guide of the fundamental framework as well as recent developments surrounding this significant topic.

Key topics include:

• IRS Form 990 – Framework
• Description and Components
• Significance of Form 990
• Filing Requirements
• Scope, Exemptions, and Coverage
• Trends, Developments, and Updates

About The Knowledge Group/The Knowledge Congress Live Webcast Series

The Knowledge Group 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 for an event, please visit:
Contact Information
The Knowledge Group
Thomas LaPointe, Jr., Executive Director
Therese Lumbao, Director
Account Management & Member Services

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