Form 990 - People Are Looking
ABOUT THE SPEAKER
After 35 plus years with public accounting firms, Michael Berry on July 1, 2013 started his own CPA practice in Culver City focusing primarily in the area of tax-exempt organizations and charitable giving matters in which he has extensive tax experience that includes public charities and private foundations. In addition, he has substantial tax experience with trusts, financial services, and real estate industries as well with individual taxation.
Mr. Berry is a member of various groups including the Partnership for Philanthropic Planning (Los Angeles Chapter) and a board member with the Los Angeles Philanthropic Advisors Network. In addition, he is a regular participant at the Los Angeles County Bar Association Exempt Organizations and Charitable Giving Discussion Group.
He has given recent speeches at the USC Tax Institute, Western Conference on Tax Exempt Organizations (sponsored by Loyola Law School and until recently, co-sponsored by the Internal Revenue Service) and the Jewish Community Foundation. He has also spoken at the California Society of CPA’s and California Child Development Administration Association. Topics include current events in the exempt organization field, the different charitable entities, Form 990-PF, Form 990, meeting the public support tests, and trust income taxation planning.
He has published articles for the Family Foundation Advisor: 1) Good News- Grants Can Reduce Foundations’ Unrelated Business Income and 2) An Overview of the Minimum Distribution Requirements. He has also co-authored an article, New IRS Rules for Excess Benefit Transactions, for the California Association of Nonprofits newsletter.