Onsite Presentations

Approximately a half dozen times a year, YH Advisors is engaged to provide customized exempt organization tax, legal and/or accounting presentations to a firm, association or company. For example, in July of 2015, YH Advisors conducted a full-day Form 990 presentation to a CPA firm located in Virginia. In the past, we have conducted full-day customized presentations (for which CPE can be awarded) for firms, associations or companies in the following subject areas:

  • Form 990: What Your Need to Know
  • Form 990: The Schedules
  • Form 990-PF Primer
  • Advanced Private Foundations Issues
  • The Unrelated Business Income Tax
  • Advanced Exempt Organization Issues
  • Nonprofit Accounting, Part I
  • Nonprofit Accounting, Part II

Additionally, we conduct shorter presentations (half-day, 2 hours, 60 minutes) for which CPE can be awarded for firms, associations or companies in the following subject areas:

  • Reporting of Special Events
  • The Schedule A Public Support Test
  • What Charity Board Members Need to Know
  • How to Avoid the Ire of the IRS + Attorney General

Please contact Brian at byacker@yhadvisors.com for more information regarding pricing and availability.