2020 Form 990 Overview: A Walk thru of Form 990 and Common Schedules (Completed)
Date: Tuesday, April 20, 2021
Instructor: Clark Nuber, Sara Elizabeth H. Jones, 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
