Members Only Study Group: Hot Button Tax & Legal Issues for Exempt Orgs

Dec 15, 2011 3:00pm -
Dec 15, 2011 4:00pm

Event Description

Hot Button Tax & Legal Issues for Exempt Organizations
Co-Sponsored by the Tax-Exempt Committee of the AAA-CPA

Presenters: Brian Yacker, Esq., CPA & Lauren Haverlock, CPA, MST, YH Advisors, Inc.
Moderator: Patricia Rusch Bellucci, Esq., CPA, Co-Chair, Tax-Exempt Committee of the AAA-CPA


 This is envisioned to be an interactive 60-minute presentation addressing some of the hottest button tax and legal issues for exempt organizations.

Brian Yacker has almost 18 years of tax, general business consulting and accounting experience. In the tax field, Brian focuses extensively in working with exempt organizations. In this regard, Brian possesses a vast amount of experience in preparing and reviewing Forms 990, 990-T, 990-PF and state tax-exempt forms. Brian also has extensive experience in the preparation and filing of both federal and state tax exemption applications for public charities, private foundations, and other tax-exempt organizations. In numerous instances, Brian has negotiated settlements or prevailed in disputes with the Internal Revenue Service on behalf of his exempt organization clients. Areas of exempt organization consultation which Brian has provided include public support test calculations and planning, preparation of reasonable compensation rebuttable presumption binders, good governance consultation, compliance with the lobbying safe harbor, proper functional expense allocations, and the proper internal and external reporting of special event fundraisers. Representative clients have included large hospitals and other healthcare organizations, universities and colleges, private foundations (family foundations / private operating foundations / corporate foundations), trade organizations, other public charities, youth organizations, religious organizations, and amateur sports organizations. Brian is actively involved in the AAA-CPA, serving on their Board of Directors, their Finance Committee and the IRS Liaison Committee. Additionally, Brian is the AAA-CPA’s representative on the Internal Revenue Service Advisory Committee (Office of Professional Responsibility Subgroup). Brian was recently appointed the Chair of this OPR Subgroup. Brian is a member of the American Bar Association (and a participant on the Tax-Exempt Committee of the Tax Section) and the California Bar Association's Tax Section. Brian currently serves on the Board of Directors of two public charities located in Southern California. Brian is also the lead exempt organizations instructor for the CA CPA Education Foundation; he teaches several full-day seminars on various exempt organizations topics (public charities tax primer / intermediate public charities issues / private foundations tax primer / advanced private foundations tax and legal issues). Brian earned his Bachelors degree in Finance/Marketing from the University of Virginia and his Juris Doctor from the Indiana University School of Law (Bloomington). Personal interests include hiking and camping, sports memorabilia collecting, Asian cooking, and spending time with his wife and two young daughters.


Lauren Haverlock, CPA, MST, has over 7 years of experience as a tax professional and has focused in the exempt organizations tax area for the last three years of her career. While a large portion of her experience resides in preparing federal and state returns for public charities, private foundation and other exempt organizations, Lauren provides a large amount of high-level consulting services for her exempt organization clients. She consults on a variety of issues, including, but not limited to, unrelated business income, reasonable compensation, governance, fundraising reporting, private inurement , and foreign reporting requirements. Lauren is also experienced in the filing of the exemption applications on both a federal and state level, completing dozens of successful applications on an annual basis.


Community involvement is important to Lauren, as she is actively involved on the board of directors of many exempt organizations in the Long Beach area. Lauren has served as Treasurer and Executive Vice President of the Long Beach Junior Chamber of Commerce and currently sits as Treasurer for the Long Beach Police Foundation.


Lauren earned her bachelor’s degree in accounting from California State University, Long Beach and her Masters in Taxation at the University of Southern California. Personal interests including running and hiking, cheering on her favorite sports teams, and traveling.


Event Type:Study Group
Category:Study Group
Early registration ends on Nov 04, 2011.
Regular registration starts on Nov 05, 2011 and ends on Dec 14, 2011.
Late registration starts on Dec 15, 2011.
(GMT-05:00) Eastern Time (US & Canada)