JD, Indiana University School of Law
Bachelors in Finance/Marketing, University of Virginia
Brian Yacker has over 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, preparation of federal and state Tax Exemption Applications, conducting of unrelated business income revenue stream studies and the proper internal and external reporting of special event fundraisers.
Representative clients include hospitals and other healthcare organizations, universities and colleges (including auxiliaries of such), private foundations (family foundations/private operating foundations/corporate foundations), trade organizations, social clubs, business leagues, social welfare organizations, 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 Executive Committee. Brian also serves on the Board of Directors (and is an Executive Committee member) for BookEnds and the Long Beach Nonprofit Partnership (for which he is the Treasurer).
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 member of the AICPA’s EO Tax Technical Resource Committee.
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, playing fantasy sports, Asian cooking, and spending time with his wife, two daughters and son.