Form 990: Best Practices for Accurate Preparation

Overview

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

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.

Course Instructor: David Peters

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 provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by AICPA. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.