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Form 990: Best Practices for Accurate Preparation

Available for 1 year after purchase date

**OnDemand**

7.5 Credits

Member Price $155.00

Non-Member Price $195.00

Overview

An in-depth look at reporting Form 990 provides actionable tips for accurate preparation.

Highlights

Key Topics

  • Sequencing and completing the return
  • Keys to getting Form 990 preparation correct the first time
  • Program service accomplishments and reporting changes
  • Reporting on managers and their compensation
  • Further disclosures specific to an entity's circumstances
  • Related organizations
  • Transactions with interested persons
  • Other IRS filings and tax compliance

Prerequisites

Experience in business taxation and nonprofits

Designed For

Who Will Benefit

  • CPAs with not-for-profit clients
  • CPAs who work for not-for-profits
  • Not-for-profit managers
  • Attorneys

Objectives

Learning Outcomes

  • Identify filing requirements for Form 990, Form 990-EZ, and Form 990-N.
  • Determine which types of exempt organizations are generally not required to file one of the three versions of Form 990.
  • Identify where to report program service activities.
  • Determine reporting differences between generally accepted accounting principles (GAAP) and Form 990.
  • Determine best practices for completing Schedule A, Public Charity Status and Public Support.
  • Identify what triggers the filing of Schedule G, Supplemental Information Regarding Fundraising or Gaming Activities.
  • Recognize the purpose of Schedule O.

Non-Member Price $195.00

Member Price $155.00