Overview:Discover the basic tax information and understanding of nonprofit organization issues you need to prepare the current Form 990. This course will cover the numerous tax-reporting demands the 990 imposes, including how to respond to its inquiries. Participants will gain the tax knowledge necessary both to complete Form 990 properly and advise exempt clients on the Form’s complexities and demands. TOPICS DISCUSSED • Tax Issues facing not-for-profit organizations • Related Organizations • Form 990 and all related schedules • Compensation Reporting • Program Service Accomplishments • Transactions with Interested Persons • Governance, Management, and Disclosures
Objective:LEARNING OBJECTIVES When you complete this course you will be able to: • Recognize which organizations must file returns and which are exempt • Identify where to file returns, due dates, and amending returns • Interpret the basics of accounting methods to be used on tax-exempt returns • Prepare and use Forms 990, 990-EZ, and related schedules
Designed For:CPAs, attorneys, and nonprofit Managers
Prerequisites:Basic knowledge of the Form 990
Member/Nonmember Fees:249 / 319
CPE:Taxes 8 hour(s)
Yellow Book Credit:N
Cancellation or transfer requests made six(6) business days or more prior to the program, no fee assessed.
Cancellation or transfer requests made two(2) to five(5) business days prior to the program, $25 fee assessed.
Cancellation or transfer requests made one business day prior to the program, $50 fee assessed.
Day of program or no notice of cancellation, 100 percent course fee assessed.
If you transfer from an in-person class course to a webcast, the above policies apply.
Remember, the COCPA reserves the right to cancel a course seven days prior to the program date. Please keep this cancellation policy in mind when making your travel plans and airline reservations. The COCPA will not be liable for flight cancellation penalties due to our cancellation.
To cancel or transfer a course, please contact the Member Services department at 303-773-2877 or 800-523-9082.