Form 990: Exploring the Form's Complex Schedules

Jul 18
8:00 - 4:00 p.m.

Penn State Great Valley - Main Bldg
Malvern - Map

8-Tax
CPE Credits

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