Form 990: Best Practices for Accurate Preparation

Get to know Form 990 and its 16 schedules, and gain insight on filling out the information return for exempt organizations.

8/15/2023 8:00am - 4:00pm | Online | AICPA

Members: $332.00, Non-members: $403.00

CPE Categories: Taxation (8 CPE)

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.

Instructor: David Peters

CPAs

attorneys

Nonprofit managers

Identify the filing requirements for Form 990, Form 990EZ and Form 990N.

Determine best practices to complete schedules to Form 990.

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 booksandrecords financial statement detail

Disclosures of governance inputs and Boards' employ of policies