Finance & HR Professionals Peer Learning Network
Tax and Audit Update
June 28, 2023 (Wednesday) from 9am to 10:30am PST
Bring your burning questions to this month’s tax and audit update. The presenter will be answering the following questions and more!
- What new things are organizations being asked to prepare for their audit/tax return?
- What requirements are organizations finding the most challenging?
- In what areas do organizations make the most mistakes?
- At what point throughout the year should an organization engage with a new firm?
- How far after close of fiscal year should audit fieldwork begin?
- How long should it take to receive a draft after the start of fieldwork?
- What questions should an organization ask of a potential new firm? What questions may a new firm ask of the organization?
- Is it a best practice to use the same firm for both audit and tax return?
Faculty Bio:
Jennifer Pickle, CPA
Partner
Jennifer began her career in public accounting in 2006 with a McGladrey Alliance firm in the North Bay. She focused on real estate and nonprofit organizations. Before joining Dillwood Burkel & Millar, LLP in 2016, Jennifer was the Controller for a real estate investment group based in Santa Rosa. As a partner of the firm, Jennifer works closely with her clients on all aspects of their accounting and reporting needs, and provides valuable mentorship for our staff members. She is well-versed in financial accounting standards and is a valuable advisor to our clients.
A member of AICPA and Cal CPA, Jennifer is a graduate from Sonoma State University.
For more information about Dillwood Burkel & Millar, LLP, please visit our website at www.dbmcpa.com.
Peer Learning Networks are convened and facilitated virtually by CVNL staff members and provide a supportive network of like-minded peers for nonprofit professionals. The groups host guest speakers, facilitated conversations, networking, and other learning opportunities.
Click here for more information.
Beginning March 2023, Peer Learning Network is free for CVNL members. A registration fee of $20 is applied to non-members.
If you are interested in becoming a CVNL member for our exclusive membership benefits including free registration to our Peer Learning Networks, please visit our website to learn more or contact Ling Tang at ltang@cvnl.org.
