2023 Form 990 Overview: Walk Through of Form 990 and Common Schedules

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

Registration Options
Individual In-person Group Remote Group
*Note: 3 or more qualifies for discounted Group Participant Fee
Fees
Regular Fee $120.00
Group Participant Fee $96.00

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