Form 990: Best Practices for Accurate Preparation

Overview

Take an in-depth look at Form 990.

Dive into the 12-parts of Form 990 and its 16 schedules with a line-by-line analysis that offers explanations and tips for accurate completion.

Updated for changes in 1099-MISC and 1099-NEC reporting, the webcast shows participants the ins and outs of reporting on Form 990.

Highlights

Primacy of the Form 990 as a "one size fits all" reporting mechanism

Form 990 preparation sequencing and data gathering; and keys to getting Form 990 preparation right the first time

Addressing presence of "related organizations"

Identification of managers and measurements of their compensation

990 versus books-and-records financial statement detail

Disclosures of governance inputs and Boards' employ of policies

Prerequisites

None

Designed For

CPAs

Attorneys

Nonprofit managers

Objectives

Identify the filing requirements for Form 990, Form 990-EZ and Form 990-N.
Determine best practices to complete schedules to Form 990.

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by AICPA.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

David Peters, Peters Professional Education LLC

Leader Bios

David Peters, Peters Professional Education LLC

DAVID R. PETERS, CPA, CFP, MST, CPCU, CLU

David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC. He is also a financial advisor for Peters Financial, LLC. David has over twenty years of experience in financial services, including 3 years in the hedge fund industry and 14 years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.
In addition to running his own professional education website, David is a National Instructor for the AICPA, Surgent, Kaplan, and Don Farmer Tax Seminars. He was a recipient of Surgent's Outstanding Discussion Leader award in 2019 and 2022, as well as the AICPA's Outstanding Facilitator Award in 2021 and 2023. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. David was also a co-author of the 2018, 2019, and 2020 Virginia CPA Ethics courses - a required course for all CPA's licensed in the Commonwealth of Virginia.

Website: www.petersprofessionaleducation.com
YouTube: www.youtube.com/@DavidPetersFinancial
LinkedIn Company: https://www.linkedin.com/company/95657499/admin/analytics/updates/
LinkedIn Personal: https://www.linkedin.com/in/david-peters-financial/
Facebook: https://www.facebook.com/davidpetersfinancial
Twitter/X: https://x.com/DavidPFinancial

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