Overview of the Redesigned Form 990

Webinar Presenters: Hugh Graham and David Levitt

David A. Levitt, Principal, and Hugh G. Graham, Client Finance Administrator; Adler & Colvin. Adler & Colvin’s lawyers, paralegals, and support staff serve the legal needs of the nonprofit sector.

This webinar includes an overview of filing requirements for nonprofit organizations, including filing e-postcard, 990-EZ, and other California filing requirements

• Who must prepare and send an e-postcard, what is
  included on the postcard, and what are the penalties for
  failing to file
• Who can file the 990-EZ
• Overview of the Form 990, including changes from
  prior years
• What other annual filings are required for a California
  tax-exempt organization
• What (if any) filing differences are there between a
  nonprofit and a charitable tax-exempt organization
• What are the most common errors on a Form 990
• What are the best practices for tax-exempt organizations
  and what is the difference between best practices and
  requirements
• Understand the importance of whether a board member
  is independent or not independent
• What issues arise with family members and related parties
  on the board
• What are the traps for fundraising and gaming activities
  
  You must have computer speakers to listen to this webinar
  
  

$149 webinar features:

• Access to recording to watch at your convenience
  
• Unlimited number of people may watch and listen and print course outline
  
• Reference manual containing cites, examples, and complete explanations of the new provisions, including California conformity charts
  
• 2 hours of CPE for one viewer*
  

*Additional CPE cost:
$29 per additional viewer. Please contact our customer service department to register for additional CPE at (714) 776-7850.

This self-study is designed to meet the requirements for the specified number of hours of continuing education. This self-study has been designed to meet the requirements of the Office of Professional Responsibility of the Internal Revenue Service; including Code 31 of Federal Regulations 10.6(g); the California State Board of Accountancy; the California Bar Association; the Certified Financial Planner Board of Standards; and the California Tax Education Council. This does not constitute an endorsement by these groups. The state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at 714-776-7850. There are no prerequisites required. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or phone at 877-850-2832, or on the internet at www.CTEC.org.