Form 990: Exploring the Form's Complex Schedules

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F990A-SF  |  In Person Training  |  Advanced  |  Scheduled

Special Notes

  • You may attend this program via live webcast from your own computer. Register for the live webcast option HERE.
  • This course is co-sponsored with the South Dakota CPA Society. Course materials will be distributed electronically to all participants 5-7 days prior to the course.

Curriculum

  • Nonprofit
  • Taxation

Designed For

CPAs, attorneys, and nonprofit managers

Objectives

To cover the most advanced tax and nonprofit issues that are the subject of the Form 990s Schedules.

Highlights

  • Key issues that affect how "public charities" are classified and relatedSchedule A reporting
  • The various public policy realms inquired of in Schedule C
  • Complexity and problems within Schedule F’s instructions
  • Identification of, and reporting in Schedule R, of related organizations
  • The various types of "Transactions with Interested Persons" requiredto be disclosed in Schedule L
  • Critical issues to avoid in Schedules K and N
  • Items to watch when completing Schedule J’s Parts I and II

Preparation

Basic knowledge of the core Form 990 Parts I-XII.

Your Price: $405.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price excludes the early-bird discount. Early-bird registration ended July 8, 2019.

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Instructors

Eve R. Borenstein

Show Bio

Eve has practiced law since 1985, operating for 15 years the Tax Exempt Law Office of Eve Rose Borenstein, LLC until that firm merged in 2004 into the then-created Borenstein and McVeigh Law Office (www.BAMlawoffice.com). Her practice in both firms has been dedicated to the unique tax and regulatory rules applied by the IRS and state agencies to “tax-exempt” organizations. Officed in Minneapolis, Eve consults with both CPAs and individual non-profits nation-wide; through 2014 she had represented just over 1000 tax-exempt organizations before the IRS. Eve represents medium and large organizations, typically on planning or IRS audits and correspondence, as well as organizations with gross revenues of less than $1,000,000 per year. [June '16]

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