Professional Activities

Following is a listing of representative professional activites undertaken by the Firm and its members:

May, 2011

Wallace W. Tapia, CPA serves on the faculty for an updated program sponsored by the National Business Institute entitled “How to Keep Tax-Exempt Organizations in Compliance”, which addresses the tax and legal compliance requirements relevant to Vermont nonprofit organizations.

October, 2009      

Wallace W. Tapia, CPA presents a workshop entitled "The New IRS Form 990 -What You Should Know" at attendees of National Life Group Charitable Foundation's initial day'long seminar "Publicity & Pertnership Strategies for Non-Profits". 

May, 2009

Wallace W. Tapia, CPA serves on the faculty for an updated program sponsored by the National Business Institute entitled “How to Keep Tax-Exempt Organizations in Compliance”, which addresses the tax and legal compliance requirements relevant to Vermont nonprofit organizations.

May, 2009

Wallace W. Tapia, CPA addresses representatives of historic preservation and community development projects from across the State at a “Preservation Retreat” sponsored by the Preservation Trust of Vermont.  His presentation describes the procedure for securing tax-exempt status and related considerations.

February, 2009

Wallace W. Tapia, CPA offers a workshop to the Vermont Society of Association Executives entitled “The Newly Revised Form 990 – An Overview”.  His presentation discusses current tax reporting issues as well as recent developments affecting tax-exempt trade, business, and professional associations.

October, 2008

Wallace W. Tapia, CPA addresses the Vermont Tax Practitioner’s Association in Montpelier, Vermont.  His presentation entitled “Tax Reporting for Nonprofit Organizations” covers the current and recently-revised reporting requirements imposed on tax-exempt organizations.

May, 2008

Wallace W. Tapia, CPA serves on the faculty for a program entitled “How To Keep Tax-Exempt Organizations in Compliance” sponsored by National Business Institute.  The day-long seminar covers the accounting, tax, and management responsibilities imposed on Vermont nonprofit, tax-exempt organizations.

March, 2008

Wallace W. Tapia, CPA offers a presentation to the Vermont Association of Chamber of Commerce Executives entitled “Tax Issues for Chambers of Commerce” outlining the reporting and operating requirements for such organizations.

November, 2006

The Firm begins offering a series of complimentary workshops devoted to topics of interest to its not-for-profit clients.  Sample workshop topics include “Current Tax Reporting and Compliance Issues”, “Internal Control in Small and Medium-Sized Nonprofit Organizations”, “Basic Bookkeeping Requirements for Nonprofit Organizations”, “Understanding the Public Support Test”, “Retirement Plans for the Non-Profit Organization”, “Budgeting in Non-Profit Organizations”, “Form 990: Your Organization’s Public Report”, and “Investment Considerations for Nonprofit Organizations”.

November, 2005

Wallace W. Tapia, CPA serves on the faculty for a seminar entitled “Tax-Exempt Organizations in Vermont” sponsored by Lorman Education Services.  The day-long program covers the organizational and operating requirements for Vermont nonprofit organizations.

May, 2005

Wallace W. Tapia and William S. Huckabay, CPA’s speak at the annual meeting of the national Pedigreed Livestock Council held in Burlington, Vermont concerning “The Fiduciary Duties of Nonprofit Board Members”.  Their presentation covers current management and reporting issues facing such Boards, including enhanced transparence and public scrutiny of nonprofit organizations.

February, 2005

Wallace W. Tapia, CPA provides testimony before the Vermont House Ways and Means Committee on proposed legislation which would impose a State income tax on nonprofit organizations conducting “Unrelated  Business” activities in Vermont.

October, 2004

William S. Huckabay, CPA offers a workshop presentation in Stowe, Vermont to the Vermont Council of Developmental and Mental Health Services Chief Financial Officers discussing the implications of the Sarbanes-Oxley Act for nonprofit organization CFO’s including related internal control, disclosure, and accounting considerations.

October, 2004

Wallace W. Tapia, CPA serves as co-presenter of a program “Accountability and Disclosure – A Workshop for Executive Directors and Board Members” held in conjunction with the Annual Meeting and Conference of the Vermont Alliance of Nonprofit Organizations held in Stowe, Vermont.

October, 2004

Wallace W. Tapia, CPA serves on the faculty for a seminar sponsored by the National Business Institute entitled “Vermont Charitable Nonprofits”. The seminar focuses on the reporting and organizational considerations associated with operating nonprofit organizations in Vermont.