Tracy Boak

Attorney/Partner, Perlman & Perlman, LLP

Tracy Boak is a Partner with Perlman & Perlman, LLP a New York, NY law firm providing legal counsel and compliance services
to organizations and professionals in the philanthropic sector. Previously, she was the Director of the Pennsylvania Department
of Stae's Bureau of Charitable Organizations where she was responsible for the management of the office that oversees the
administration and enforcement of the State's charitable solicitation law. During her elven-year tenure at the Department of
State, she also served as the prosecuting attorney for the Bureau, was Counsel for the Office of Human Resource Management and was a prosecuting attorney for the Bureau of Professional and Occupational Affairs. Prior to working for the Commonwealth, Ms. Boak was in private practice in Harrisburg, PA, where she practiced commercial litigation. Ms. Boak is a
former President of the National Association of State Charities Officials (NASCO) and served on the NASCO board for six years.
She is an active member of the New York State and City Bar Associations and volunteers her time with several nonprofit organizations. Ms. Boak earned her Juris Doctor cum laude from Widener University School of Law and a Bachelor's Degree from Shippensburg University of Pennsylvania. She is admitted to practice in the State of New York, the Commonwealth of
Pennsylvania and the United States Supreme Court.


With greater access to the tools for mining the data on the Form 990, state regulators are more closely scrutinizing nonprofits' tax returns and fundraising contracts for regulatory infractions, More

In this session we will answer your questions regarding risks and legal traps in preparing and submitting financial reporting forms to state charity officials.

Learning Objectives: