Profile

Brian Yacker, JD, CPA
Partner

Brian has almost 20 years of tax, legal, and accounting experience in the exempt organizations area. Brian focuses exclusively in working with exempt organizations. In this regard, Brian possesses a vast amount of experience and expertise in preparing and reviewing Forms 990, 990-T, 990-PF and state tax-exempt forms. Brian also has extensive experience in the preparation and filing of both federal and state tax exemption applications for public charities, private foundations, and other exempt organizations.

Areas of exempt organization consultation which Brian possesses expertise include public support test calculations and planning, preparation of reasonable compensation rebuttable presumption binders and Reasonable Compensation Studies, governance best practices consultation, recommendations regarding effective Bylaws, conducting of EO Governance Check-Ups, compliance with the 501(h) lobbying safe harbor, proper functional expense allocations, maximizing charity watchdog ratings and the proper internal and external reporting of special event fundraisers.

Representative clients include hospitals and other healthcare organizations, universities and colleges, private foundations (family foundations/private operating foundations/corporate foundations), trade organizations, social clubs, other public charities, youth organizations, religious organizations, and amateur sports organizations.

Brian is actively involved in the AAA-CPA, serving on their Board of Directors, Finance Committee and their IRS Liaison Committee. Additionally, Brian just completed his four-year tenure as the AAA-CPA’s representative on the IRS Advisory Committee (Office of Professional Responsibility Subgroup). Additionally, Brian serves on the Board of Directors (and is an Executive Committee member) for BookEnds.

Brian is a member of the American Bar Association (and a participant on their Exempt Organizations Committee) and the California Bar Association’s Tax Section. Brian is also a recent member of the AICPA’s EO Tax Technical Resource Committee. Along with Lauren Haverlock, Brian is the co-leader of the OC-LB EO Interest Group and the soon to be formed San Diego EO Interest Group.

Brian and Lauren annually conduct a great many full-day exempt organization tax technical presentations, including advanced public charities issues, intermediate public charities issues, Form 990 primer, private foundations tax primer and advanced private foundations tax and legal issues. Additionally, along with Lauren, they conduct periodic exempt organization webinars on selected exempt organization tax and legal topics.

Brian earned his Bachelors degree in Finance/Marketing from the University of Virginia and his Juris Doctor from the Indiana University School of Law (Bloomington). Personal interests include hiking and camping, sports memorabilia collecting, Asian cooking, and spending time with his wife and three children.

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