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Not-for-Profit Certificate II: Tax Compliance Track

CPE

CPE Credits
8-Tax

Details

 Pricing

PICPA Member: $259 | Nonmember: $329


 More Information

Course No.
165410
Level
Intermediate
Note

You cannot use your ClassPass, Flex Account, Value Pass Plus, or Mini ClassPass to register for this certificate program.

Questions?
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Description

If you completed Not-for-Profit Certificate II, then the credits for this track would be considered duplicates and not count toward your 80 credit hour requirement.

Learn the process to prepare the Form 990 core form and accompanying schedules. Determine the effect of a particular transaction or significant event for Form 990 reporting. Distinguish between organizational and operational requirements to maintain federal tax-exempt status. Determine when an organization could be subject to unrelated business income taxes (UBIT) and differentiate between the more common exceptions and exclusions that apply.

Highlights

  • IRS filing requirements including Forms 990 and 990-T 
  • Reporting thresholds
  • Reasonable cause abatement
  • Unrelated business income (UBIT), exceptions, and exclusions
  • IRS audit activity
  • Public support test
  • Establishing and protecting tax exemption
  • Excess benefit transactions 
  • Common red flags

Who will it benefit?

  • CPAs, financial professionals and not-for-profit staff and board members looking to deepen their existing knowledge of not-for-profit financial responsibility, and set themselves apart as a leader in this field.

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