Take an in-depth look at schedules A, C, F, J, K, L, N, and R of the current Form 990. Learn how to communicate with exempt clients on each of these unique schedules. Highlights
Key issues that affect how “public charities” are classified and relate Schedule A reporting
Reporting obligations of 501(c)(3) organizations
Definitions of “Interested Persons” applied within each part of Schedule L
Complexity and problems within Schedule F’s instructions
Identification of, and reporting in Schedule R, related organizations
Types of “Transactions with Interested Persons” required to 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
Registration
PICPA Member: $275 Nonmember: $375
More Information
Course No.
742700
Level:
Advanced
Prerequisites:
Basic knowledge of the “Core Form” 990 Parts I-XII
Notes
AICPA Members save $30!
Speaker(s)
Charles Borek
The Borek Group LLC
Chuck is the founder of the Borek Group LLC, a
professional education and consulting firm located in Columbia, MD, where he
serves as CEO and chief counsel. In addition to his professional education and
consulting activities, he continues to practice tax and business law for Davis
Agnor Rapaport & Skalny LLC, and regularly appears before the IRS and in
U.S. Tax Court. He is an attorney, CPA, author, and frequent lecturer on a
variety of topics associated with law, accounting, and taxation.