Not-for-Profit Certificate II: Tax Compliance Track
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?
Visit our FAQs , chat, or call us at (888)
272-2001.
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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