Brian Yacker, CPA, JD
byacker@windes.com

Brian has 17 years of tax, general business consulting and accounting experience. In the tax field, Brian focuses extensively in working with tax-exempt organizations. In this regard, Brian has extensive experience 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 tax-exempt organizations. In numerous instances, Brian has negotiated settlements or prevailed in disputes with the IRS on behalf of tax-exempt clients. Areas of tax-exempt organization consultation which Brian has provided include public support test calculations and planning, preparation of reasonable compensation rebuttable presumption binders, compliance with the lobbying safe harbor, proper expense allocations, and the proper internal and external reporting of special event fundraisers. Representative clients have included large hospitals and other healthcare organizations, universities and colleges, private foundations, trade organizations, other public charities, youth organizations, religious organizations, and amateur sports organizations.

Brian is actively involved in the AAA-CPA, serving on both their Finance Committee and the IRS Liaison Committee. Additionally, Brian is the AAA-CPA's representative on the Internal Revenue Service Advisory Committee (Office of Professional Responsibility Subgroup).

Brian is a member of the American Bar Association (and a participant on the Tax-Exempt Committee of the Tax Section) and the California Bar Association's Tax Section. Brian currently serves on the Board of Directors of two public charities located in Southern California. Brian is also the lead tax-exempt organization instructor for the CA CPA Education Foundation; he teaches several full-day seminars on various tax-exempt organizations topics (public charities tax primer / intermediate public charities issues / private foundations tax primer / intermediate private foundations issues).

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 two young daughters.

Education

Professional Affiliations

• ABA – American Bar Association
• ABA Tax-Exempt Organizations Committee
• AAA-CPA, Member of IRS Liaison Committee, Finance Committee
• California State Bar Association Tax Section - Employee Committee
• OPR Subgroup of the Internal Revenue Service Advisory Committee

Community Activities

• Bookends, Board Member
• EmpowerTech, Board Member and Treasurer

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