2023 Form 990 Overview: Walk Through of Form 990 and Common Schedules (Completed)
Date: Monday, April 22, 2024
Instructor: Clark Nuber, Ben Kone, Sarah Huang
| Begin Time: |
11:00am Pacific Time
12:00pm Mountain Time
1:00pm Central Time
2:00pm Eastern Time |
| CPE Credit: |
2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC |
|
NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
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.
This class is intended for CPAs, enrolled agents, tax return preparers, tax attorneys and financial advisors who work with not-for-profit organizations.
Who Should Attend
This class is intended for CPAs, enrolled agents, tax return preparers, tax attorneys and financial advisors who work with not-for-profit organizations.
Topics Covered
- Annual compliance: Forms and requirements
- Form 990, Core Form
- Form 990, Required schedules
Learning Objectives
- Understand 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
- Be able to identify and differentiate which Schedules are required annually
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
None
Advance Preparation
None
