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1
TUESDAY, JUNE 30, 2020
2:00 PM – 3:00 PM
M O D E R A T O R : M a r c B . S o n n e n b e r g
P A N E L I S T S : J o h n E u s a n i o , B r i a n
G i g a n t i , A l e x R e g a n & G i n a
P e l l i c a n o
WWW.CITRINCOOPERMAN.COM
FINANCIAL
MANAGEMENT: AUDIT
& TAX READINESS &
PREPARATION
CITRIN
COOPERMAN’S
NOT-FOR-PROFIT
WEBINAR
2
WELCOME & INTRODUCTION
JOHN M. EUSANIO, CPA, CGMA
Partner & Practice Leader, Not-For-
Profit
MARC B. SONNENBERG, CPA
Partner
3
AGENDA
• Update on PPP
• Audit Readiness
• Tax Readiness
• Questions and Answers
4
MODERATOR & SPEAKERS
JOHN M. EUSANIO, CPA, CGMA
Partner & Practice Leader, Not-For-Profit
646.979.6091
jeusanio@citrincooperman.com
MARC B. SONNENBERG, CPA
Partner
631.730.5614
msonnenberg@citrincooperman.com
ALEXANDRIA REGAN,CPA
Partner
781.817.1154
aregan@citrincooperman.com
BRIAN GIGANTI, CPA
Partner
301.834.2475
bgiganti@citrincooperman.com
GINA PELLICANO, CPA
Director
401.567.2104
gpellicano@citrincooperman.com
5
UPDATE ON PPP
6
AUDIT READINESS
7
TAX READINESS
8
9
ABOUT CITRIN COOPERMAN’S NOT-FOR-
PROFIT PRACTIE
Citrin Cooperman’s dedicated Not-For-Profit Practice forms collaborative partnerships with
not-for-profit organizations to gain a deep understanding of their missions and drive
creative solutions tailored to their unique needs.
Our team members are active on boards of local not-for-profit organizations and
national associations. This enhances our ability to serve our clients and demonstrates
our commitment to providing unparalleled service to the not-for-profit industry.
To learn more about our Not-For-Profit Group and the services we provide, please click
the following link https://www.citrincooperman.com/industries/not-for-profit.
We are committed to your compliance, governance, regulatory, and consulting needs so
you can focus on what counts: your mission.
10
ABOUT CITRIN COOPERMAN
11
DISCLAIMER
These materials provided by Citrin Cooperman & Company, LLP, are intended to provide general information on
a particular subject or subjects and are not an exhaustive treatment of such subject(s) and are not intended to
be a substitute for reading the legislation. Any advice contained in this communication, including attachments
and enclosures, is not intended as a thorough, in-depth analysis of specific issues. Nor is it sufficient to avoid
tax-related penalties. The materials are being provided with the understanding that the information contained
therein should not be construed as legal, accounting, tax or other professional advice or services. Before
making a decision or action that may affect you or your business, you should consult with Citrin Cooperman &
Company, LLP, or another qualified professional advisor. The materials and the information contained therein
are provided as is, and Citrin Cooperman & Company, LLP, makes no express or implied representations or
warranties regarding these materials. Without limiting the foregoing, Citrin Cooperman & Company, LLP, does
not warrant that the materials or information contained therein will be error-free or will meet any particular
criteria or performance or quality. In no event shall Citrin Cooperman & Company, LLP, its affiliates, officers,
principals and employees be liable to you or anyone else for any decision made or action taken in reliance on
the information provided in these materials. The information and content provided in these materials is owned
by Citrin Cooperman & Company, LLP, and should only be used for your personal or internal use and should not
be copied, redistributed or otherwise provided to third parties.
12
FOCUS ON WHAT COUNTS
… YOUR MISSION
THANK YOU
WWW.CITRINCOOPERMAN.COM

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Financial Management: Audit and Tax Readiness & Preparation

  • 1. 1 TUESDAY, JUNE 30, 2020 2:00 PM – 3:00 PM M O D E R A T O R : M a r c B . S o n n e n b e r g P A N E L I S T S : J o h n E u s a n i o , B r i a n G i g a n t i , A l e x R e g a n & G i n a P e l l i c a n o WWW.CITRINCOOPERMAN.COM FINANCIAL MANAGEMENT: AUDIT & TAX READINESS & PREPARATION CITRIN COOPERMAN’S NOT-FOR-PROFIT WEBINAR
  • 2. 2 WELCOME & INTRODUCTION JOHN M. EUSANIO, CPA, CGMA Partner & Practice Leader, Not-For- Profit MARC B. SONNENBERG, CPA Partner
  • 3. 3 AGENDA • Update on PPP • Audit Readiness • Tax Readiness • Questions and Answers
  • 4. 4 MODERATOR & SPEAKERS JOHN M. EUSANIO, CPA, CGMA Partner & Practice Leader, Not-For-Profit 646.979.6091 jeusanio@citrincooperman.com MARC B. SONNENBERG, CPA Partner 631.730.5614 msonnenberg@citrincooperman.com ALEXANDRIA REGAN,CPA Partner 781.817.1154 aregan@citrincooperman.com BRIAN GIGANTI, CPA Partner 301.834.2475 bgiganti@citrincooperman.com GINA PELLICANO, CPA Director 401.567.2104 gpellicano@citrincooperman.com
  • 8. 8
  • 9. 9 ABOUT CITRIN COOPERMAN’S NOT-FOR- PROFIT PRACTIE Citrin Cooperman’s dedicated Not-For-Profit Practice forms collaborative partnerships with not-for-profit organizations to gain a deep understanding of their missions and drive creative solutions tailored to their unique needs. Our team members are active on boards of local not-for-profit organizations and national associations. This enhances our ability to serve our clients and demonstrates our commitment to providing unparalleled service to the not-for-profit industry. To learn more about our Not-For-Profit Group and the services we provide, please click the following link https://www.citrincooperman.com/industries/not-for-profit. We are committed to your compliance, governance, regulatory, and consulting needs so you can focus on what counts: your mission.
  • 11. 11 DISCLAIMER These materials provided by Citrin Cooperman & Company, LLP, are intended to provide general information on a particular subject or subjects and are not an exhaustive treatment of such subject(s) and are not intended to be a substitute for reading the legislation. Any advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues. Nor is it sufficient to avoid tax-related penalties. The materials are being provided with the understanding that the information contained therein should not be construed as legal, accounting, tax or other professional advice or services. Before making a decision or action that may affect you or your business, you should consult with Citrin Cooperman & Company, LLP, or another qualified professional advisor. The materials and the information contained therein are provided as is, and Citrin Cooperman & Company, LLP, makes no express or implied representations or warranties regarding these materials. Without limiting the foregoing, Citrin Cooperman & Company, LLP, does not warrant that the materials or information contained therein will be error-free or will meet any particular criteria or performance or quality. In no event shall Citrin Cooperman & Company, LLP, its affiliates, officers, principals and employees be liable to you or anyone else for any decision made or action taken in reliance on the information provided in these materials. The information and content provided in these materials is owned by Citrin Cooperman & Company, LLP, and should only be used for your personal or internal use and should not be copied, redistributed or otherwise provided to third parties.
  • 12. 12 FOCUS ON WHAT COUNTS … YOUR MISSION THANK YOU WWW.CITRINCOOPERMAN.COM