This session comprises one of four Form 990 Master Classes available to those wanting intermediate-to-advanced training on the 990's most difficult...
12/7/2022 10:30am - 1:00pm | Online | CPA Crossings
CPE Categories: Taxation (2.5 CPE)
This session comprises one of four Form 990 Master Classes available to those wanting intermediate-to-advanced training on the 990's most difficult arenas. In reporting the filer’s “Managers” by name and providing their compensation, identification of only some of those “Managers” – those with "current" status as Trustees-Directors and/or Officers – is likely to be relatively easy. Way more complexity comes to bear when ascertaining potential Key Employees and qualifying them for such status, and also in finding and proving a filer’s "formers." Such tasks are typically formidable in the presence of RELATED ORGANIZATIONS and/or when THIRD PARTY PAYORS for such individuals’ services are or have been involved. In those scenarios, accessing a managers’ “reportable compensation” and “other compensation” may be difficult to obtain; and applying the three relevant exceptions to compensation disclosure can be torture. If all of that seems exhausting, take heart! The author/presenter here shares her experience and practical tips via extensive materials and comprehensive explanation of ALL relevant definitions, exceptions, and reporting demands made via Part VII-A and Schedule J's Part II. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Presented by Eve Rose Borenstein, LLC
Instructor: Eve R. Borenstein, J.D.
Public accounting tax and audit staff, and nonprofit organization's Treasurers, CFOs and finance/compliance advisors
After attending this presentation you will be able to...
The major topics that will be covered in this class include:
Dual courses – EB9FD225 (Reporting Managers & Their Compensation: Form 990 Part VII-A) & EB9FDN12 (Finding & Reporting Filers’ Related Orgs), similar CPE training, or experience with the relevant instructions and their application
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