Do you want to stay logged in?

Form 990: Beyond the Basics

Upon completion of this two-hour course, you will:

  • Discover current areas of IRS focus and exam activity
  • Get a detailed review of compensation disclosures throughout the return
  • Learn identification and reporting of transactions between interested persons
  • Understand the calculation of the applicable tests for publicly supported organizations
  • Dig into complexities with “related organizations” and see their impact throughout the return
     
Designation CPE Hours
CPA 2 Tax
EA 2 Federal Tax
CRTP (CTEC) 2 Federal Tax
Attorney 1.5 General MCLE

Course level: Intermediate
Basic familiarity with the Form 990 is required.

 

Webinar features:

  • 2 hours of CPE for one attendee
  • Access to recording to watch at your convenience
  • Unlimited number of people may watch and listen on one computer and print course outline
  • PDFs of reference manual and PowerPoint slides
  • Add CPE for only $20 per additional attendee. Please contact our customer service department to register for additional CPE at (714) 776-7850.

Want to order by phone? Call us at: (714) 776-7850

Learn about Spidell's Webinars.

You must have computer speakers to listen to this webinar

Webinar Speakers

Lynn Freer, EA

Tracy Paglia, CPA

Tracy Paglia, CPA, is a tax partner with Moss Adams LLP. She has over 19 years of public accounting experience identifying and meeting the tax and consulting needs of Not-for-Profit and exempt Healthcare clients, their for-profit affiliates and donors. Her expertise includes areas such as attaining, maintaining and termination of tax exempt status, preparing and analyzing the Form 990, state registration and filing requirements, intermediate sanctions, compensation issues, forming and operation in joint ventures and for-profit subsidiaries, and charitable planning options for donors.

Tracy is a highly-rated national speaker on tax exempt issues. Her teaching and speaking experience includes sessions for the National Association of College and University Business Officers, the American Institute of CPAs, Council on Foundations, LeadingAge and American Society of Association Executives. Tracy is based in the California Central Valley office, and holds CPA licenses in Oregon and California.

 

This webinar is designed to meet the requirements for the specified number of hours of continuing education. This webinar has been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury's Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; 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. Spidell Publishing, Inc. has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual "continuing education" requirement imposed by the State of California for CTEC Registered Tax Preparers. 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 by phone at 877-850-2832, or on the internet at www.CTEC.org.

Spidell Publishing, Inc. 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This webinar is designed to meet the requirements for 2 hours of continuing education for the California Board of Accountancy. Level: Intermediate. Field of Study: Taxation. Delivery method: Self-Study. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (714) 776-7850. Basic familiarity with the Form 990 is required.

 
Spidell Hours
CPA-Tax 2
EA-Fed Tax 2
CRTP-Fed Tax 2
Attorney-MCLE 1.5

Write a review

Your Name:


Your Review: Note: HTML is not translated!


Rating: Poor           Excellent


Enter the code in the box below:


Note: The code is case sensitive


Availability: In Stock
Price: $97.00

Available Options


* Options: Webinar:

Number of Registrants:  
   - OR -   
Customers also bought
Preparing the 1041
$125.00

×

Send To A Friend