Form 990 Nonprofit Tax Compliance and Governance Explored

Broadcast Date: Friday, September 21, 2012 from 12:00 pm to 2:00 pm (ET)
antitrust law
Seth Perlman
David Lowenthal, CPA, JD, LLM
Kevin Ryan, CPA
Paula Vuksic, CPA, MST
Linda M. Lampkin
Robert Moreland


About Perlman & Perlman, LLP

Perlman & Perlman serves as general counsel to individuals, nonprofit corporations and trusts, fundraising consultants, professional solicitors, joint nonprofit/for-profit ventures, and social enterprise companies nationwide. Our legal services are high-quality, timely, and tailored to each client’s unique needs. As the oldest and largest provider of fundraising registration services in the United States, our compliance specialists have unrivaled knowledge and expertise. We successfully guide hundreds of nonprofits, fundraising counsel, professional solicitors and commercial co-ventures through the registration process ensuring compliance with every requirement.


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


About Citrin Cooperman

Citrin Cooperman is a regional accounting, tax, and consulting firm with offices in New York, New Jersey, Connecticut, Pennsylvania, and the Cayman Islands The not-for-profit team consists of professionals who meet the needs of organizations in the areas of assurance, tax, consulting, Federal Award Compliance, technology and more. Their objective is to maintain the most current information available as it relates to developments for not-for-profit organizations so your organization can focus on success and not regulations.Citrin Cooperman’s Not-For-Profit practice team members prepare the 990 filings in a timely manner and works with its clients to ensure that all of the required information and disclosures have been properly captured in the 990 filings. Additionally, the team is available to management to review the 990 filing with both management and the audit or other equivalent committee charged with the oversight of the 990 filing and answer any questions


About ERI Economic Research Institute

ERI Economic Research Institute is a compensation analytics firm that compiles job competency, cost-of-living, executive compensation and salary survey data. Over 10,000 annual subscribers use ERI analytics for compensation and salary planning, expert witness testimony, relocations, disability determinations, board presentations, setting salary structures, and determination of salaries & bonuses. More information or call 800-627-3697.


About Blue & Co., LLC

Blue & Co., LLC is an independent accounting and advisory firm with offices in Indiana, Ohio and Kentucky. Blue’s public accounting expertise includes the practice areas of assurance, tax compliance and consulting, healthcare consulting, benefit plan services, valuation and litigation support, and business services and consulting. Its industry specializations include healthcare, construction, not-for-profit, manufacturing and distribution, and agribusiness.Established in 1970 and headquartered in Carmel IN, Blue & Co. has been ranked in the Top 100 U.S. public accounting and consulting firms for more than 10 years according to both INSIDE Public Accounting and Accounting Today magazines. Blue is a member of the AICPA Division for CPA Firms, Employee Benefit Plan Audit Quality Center, Governmental Audit Quality Center, and Center for Audit Quality as well as the Center for Nonprofit Excellence. For more information, please visit