Form 990/990-EZ Gripe Session Common Probs & Questions Webcast [990EB]
Time: 10:30am -12:15pm
Subject:
TaxationCredit Hours:
2.00Price:
Member: $120.00
Non-member: $150.00
Discussion Leader:
Eve Borenstein
more info
Eve R. Borenstein, JD, is of counsel at Harmon, Curran, Spielberg & Eisenberg, LLP, a Washington, DC, firm specializing in not-for-profit organizations, although she is now retired from law practice aside from closing a few client projects. Previously, she operated her own firm -- a national tax and compliance practice serving not-for-profit organizations -- for 30 years. Eve is an active volunteer, speaker, advisor and teacher who’s nationally recognized for her Form 990 expertise and preparation courses. Eve’s "claim to fame" was being surprisingly introduced as the "Queen of the 990" when giving invited testimony on the form’s efficacy to Congress in July 2012.
closeWebsite registration for this course closes on August 14, 2024. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.
Full Description
Form 990 / 990-EZ Gripe Session Common Problems & Opportunity to "Bring Your Questions" with Eve Borenstein Webcast (990EB)August 15th, 2024 / 10:30 am 12:15 pm
Live Webcast / Zoom
The current Form 990 is a [bleeped adjective] beast in length and coverage. The Form 990-EZ, while vastly smaller in pages, still requires preparers to understand most Form 990 conventions. While, recent years have brought only the most minor changes to each of these Forms, preparers frustrations continue to vest in three key areas: (1) reporting the right managers (and their compensation, including that paid by related organizations) in Part VII-A; (2) addressing insider transactions (or lack thereof) as required in Schedule L; and (3) handling the various permutations which yield a related organization per the 990 instructions, and then making Schedule R disclosures. Past those three arenas, many other common problem arenas exist, such as: calculating public support percentages for most 501(c)(3) filers, addressing fundraising events and sales, handling management company disclosures in Part VI, and handling comp reporting when staff are provided (or paid by) third parties other than related organizations. THIS IS THE SESSION WHEN THE FLOOR IS YOURS TO ASK QUESTIONS AND KNOW THAT YOU ARE NOT ALONE!
Major Topics:
- The three arenas highlighted in the description (see above)
- Form 990 preparation sequencing
- Cross-pollination traps (for example, what makes another entity an interested person versus what makes an entity a related organization)
CPE Credits: 2, Taxation
Level of Knowledge: Advanced and Intermediate folks will get the most from this session, but Basic folks will also be well-served
Acronym: 990EB
Discussion Leader: Eve Borenstein
