Understanding the Form 990

Know the ins and outs of Form 990 - hear the critical issues every nonprofit leader needs to know.

Walk through the current Form 990 and get the expert knowledge you need to file correctly. Exempt organizations' tax forms have become more important as they're scrutinized by the IRS, Congress, the media, competitors, disgruntled employees and others. Attend this seminar and make sure you're presenting your filings correctly.

You will get a review of the underlying tax exemption principles involved. Learn the procedural details and walk through how various items are reported on Form 990. Our experts will explain what the answers mean in light of the tax principles and - perhaps more importantly - how they might be perceived by the general public. Register today.

Benefits for You

• Get an in-depth walk-through of Form 990
• Take the headaches out of Form 990 procedural considerations
• Avoid common errors in reporting income, expenses and activities
• Understand the current governance reporting requirements for nonprofit organizations

Learning Objectives

• You will be able to review the format of the IRS redesign of Form 990.
• You will be able to discuss a step-by-step approach to completing the return.
• You will be able to explain specific issues regarding reporting on political campaign and lobbying activities, fiscal sponsorship and donor advised funds.
• You will be able to identify specific reporting issues in Form 990 Part VI and Schedule A.

Who Should Attend?

This seminar is designed for accountants, attorneys, executive directors, officers, controllers, CFOs, tax managers and enrolled agents. 

Continuing Education Units

• CAC 1.0
• Enrolled Agents 8.0
• CPE 8.0 including Specialized Knowledge and Applications 8
• CA CLE 6.5

- Detailed Credit Information