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
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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).
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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
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