PFS5. IRS Exam Readiness

Field of Study: 
Taxes
CPE Credit: 
1.0
Knowledge Level: 
Overview
Advanced Preparation: 
None
Prerequisite: 
None

Thursday, June 21, 2018
 
1:15PM-2:05PM

Our speakers have experienced first-hand a private foundation IRS audit. This session goes through lessons learned on how to manage the exam process, how to deal with findings and other hot button issues that may occur.

Learning Objectives:

  • Recall what to expect if the foundation is under exam
  • Learn how to negotiate with the IRS on adjustments


SESSION SPEAKER(S)

J.D.
Director, Tax and Financial Planning, Margaret A. Cargill Philanthropies
CPA, CGMA
VP, CFO & CAO, Kresge Foundation