Date(s) - 01/24/17
10:00 am - 11:00 am
Join Schneider Downs Tax Shareholder Gene Logan and Tax Manager Sarah Piot for a webinar to discuss what they are seeing in relation to tax compliance. The webinar will include discussions on:
• The ever changing Form 990
• State registration and compliance issues
• Foreign reporting with alternative investments
• Multi state payroll registration and compliance
Fees: No charge for Members $10.00 Non-Members
This webinar qualifies for one hour of CPE credit (Tax).
Schneider Downs advises over 340 tax-exempt organizations, including many of the region’s premier cultural organizations. Members of our Not-for-Profit Advisory Practice include those who’ve formerly held key positions within the not-for-profit sector and those who’ve dedicated much of their careers to serving not-for-profits. Such sustained involvement allows us to provide valuable insights and guidance on emerging issues facing not-for-profits.
Gene Logan has more than 27 years of public accounting experience, which includes more than 24 years in tax services for a large regional certified public accounting firm based in Western Pennsylvania. He has significant experience with closely-held companies in various industries. His client base includes businesses in the manufacturing, energy, construction and investment related industries. Gene also has extensive experience with nonprofit industry. Providing business, tax and consulting services to more than 150 non-for-profit clients. He has worked with religious organizations, arts and cultural organizations, civic organizations, business and professional associations and private foundations. Areas of expertise include tax exempt status, public charity status vs private foundation, planning associated with for profit ventures, compensation and private inurement issues, UBTI Planning, charitable trusts and estate planning.
- Member—American and Pennsylvania Institutes of Certified Public Accountant
- Member—Arthritis Foundation
- Chair—Pittsburgh Region Advisory Board
- Past President—Economics Club of Pittsburgh
- B.A.—Accounting, Grove City College
Sarah Piot is a tax manager providing tax compliance and various consulting services. Sarah has been with Schneider Downs since 2002 and has primarily focused her career on tax-exempt organizations. She has worked on numerous engagements preparing Form 990, reviewing activities for potential unrelated business income reporting, assessing foreign information reporting requirements and reviewing filings for multiple state solicitation registrations. Sarah is responsible for the management, coordination and delivery of tax-related services. Sarah is a member of the firm’s Not-for-Profit Services Industry Group and a member of the firm’s Tax Effectiveness and Efficiency Committee.
- Member—American and Pennsylvania Institutes of Certified Public Accountants
- B.S.—Accounting, Robert Morris University