2020 Form 990 Overview: A Walk thru of Form 990 and Common Schedules (Completed)

Date: Tuesday, April 20, 2021
Instructor: Clark Nuber, Sara Elizabeth Hyre, Carolyn Fjelstad
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC

In this course we will have a brief discussion on the different Forms available for annual compliance and their respective thresholds for filing. Most of our time will be dedicated to a detailed discussion on the Form 990, core pages, and the list of expansive schedules that may be included with yearly filing. We will select a few Schedules to have further detailed discussion on and the remainder will be a brief explanation of purpose.

Who Should Attend
CPAs, enrolled agents, tax return preparers, tax attorneys and financial advisors who work with not-for-profit organizations, CFOs, bookkeepers, staff accountants, and board members.

Topics Covered

  • Annual compliance: Forms and requirements
  • Form 990, Core Form
  • Form 990, Required schedules

Learning Objectives

  • Identify the requirements for annual compliance and be able to identify the correct form depending on the activity of an organization
  • Gain familiarity of the Form 990
  • Identify and differentiate which Schedules are required annually

Level
Overview

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None

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