Deep Dive into Form 990s for Experienced Preparers 4 Credits
Learning mode
Form 990 is required of all Non-Profit or Not-for-Profit enterprises. It consists of several related forms, ranging from a "postcard filing" done online to a fairly complex form that requires particular attention to several trigger items. Non-profit accounting and tax reporting have several significant differences from regular enterprises. It's important to recognize and properly deal with these.
Form 990 is a window into the intimate operations of an exempt organization. With a 12-page core form, 16 schedules and hundreds of pages of instructions, preparation of the Form is time intensive and complex. If you serve exempt organizations or work for an exempt organization, you'll want to have a solid working knowledge of the core Form and the schedules.
Following are the major points covered by speaker Nicholas Preusch in this CE course:
At the end of this CE/CPE Tax webinar, you should have a basic understanding of how non-for-profits function and how to fill out Form 990 and the schedules to the 990.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 4 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01293-22-S) | 4 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) | 4 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1037) | 4 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 4 CPD | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 4 CPE | Eligible |
| Taxes for Certified Government Financial Manager (CGFM) | 4 CPE | Eligible |
| Taxes for Chartered Financial Consultant (ChFC) | 4 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01293-22-S) | 4 CE | Approved |
| Taxes for Retirement Income Certified Professional (RICP) | 4 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-01293-22-S) | 4 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 4 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 4 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 4 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 4 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01293-22-S) | 4 CE | Approved |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 4 CE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 4 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 4 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01293-22-S) | 4 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) | 4 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1037) | 4 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 4 CPD | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 4 CPE | Eligible |
| Taxes for Certified Government Financial Manager (CGFM) | 4 CPE | Eligible |
| Taxes for Chartered Financial Consultant (ChFC) | 4 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01293-22-S) | 4 CE | Approved |
| Taxes for Retirement Income Certified Professional (RICP) | 4 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-01293-22-S) | 4 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 4 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 4 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 4 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 4 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01293-22-S) | 4 CE | Approved |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 4 CE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 4 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 4 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01293-22-S) | 4 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) | 4 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1037) | 4 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 4 CPD | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 4 CPE | Eligible |
| Taxes for Certified Government Financial Manager (CGFM) | 4 CPE | Eligible |
| Taxes for Chartered Financial Consultant (ChFC) | 4 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01293-22-S) | 4 CE | Approved |
| Taxes for Retirement Income Certified Professional (RICP) | 4 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-01293-22-S) | 4 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 4 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 4 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 4 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 4 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01293-22-S) | 4 CE | Approved |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 4 CE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 4 CE | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Nicholas has worked with the Internal Revenue Service as a Revenue Agent and an Attorney with the IRS Office of Professional Responsibility. Nicholas has authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure. He also co-authored a textbook, Tax Preparer Penalties and Circular 230 Enforcement, published by Thomson Reuters. Nicholas has been recognized as the Top 5 Under 35 CPAs in Virginia, and is a member of the AICPA’s Tax Executive Committee. Nicholas is an adjunct professor at the University of Mary Washington. He is a graduate of Carthage College, University of Connecticut (M.S. in Accounting), Case Western Reserve University School of Law (J.D.), and Georgetown University (LLM in Taxation).
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
EK
It is hard to find good CPE related to 990s and nonprofits. I like the instructor and the courses. Please expand your offerings to us preparers who do not for profit returns.
DN
very informative excellent speaker. I might listen again for cementing my knowledge
Jan 07, 12:00 PM ET
Jan 07, 12:30 PM ET
Jan 07, 12:30 PM ET
Jan 07, 01:00 PM ET
Jan 07, 01:00 PM ET
Jan 07, 01:00 PM ET
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.
Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.
Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.
This course is included with,
Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:
Pre-selected courses for quick compliance
Connect with like-minded professionals on Teams.
Trusted by 250,000+ Professionals
