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Surgent's Fundamentals of Public Charity Taxation and Form 990

Tuesday, December 31
 1:00pm - 4:30pm

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4.00 Credits

Member Price $159.00

Non-Member Price $224.00

Overview

If you work for or with not-for-profit entities and have questions about the IRS Form 990, Return of Organization Exempt From Income Tax, and the related schedules, this is the course for you! The program focuses on common issues that professionals will likely encounter when they prepare the Form 990 and additional tax rules applicable to not-for-profits.

Objectives

  • Complete Form 990 to advise clients with respect to the tax rules relating to public charities

Highlights

  • Organization and structure of Form 990
  • Form 990  and its various schedules
  • Form 990 filing requirements
  • The public support tests
  • Taxation of unrelated business income
  • Compensation-related reporting issues 

Designed For

Any professional who wishes to understand the tax rules applicable to not-for-profits and who wishes to be able to prepare the Form 990

Prerequisites

Basic understanding of tax regulations

Preparation

None

Notice

To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange “Launch Event” button.

Leader(s):

Leader Bios

Michael Tucker, Surgent McCoy CPE, LLC

MICHAEL J. TUCKER, CPA, MBA, J.D., LL.M., Ph.D. Mike is an employee of Surgent McCoy CPE, LLC. He authors materials and scripts for the monthly Edward Jones sponsored All Star Tax programs. Mike also writes materials for and conducts almost daily webinars on a variety of tax related topics. Mike works in the offices of T. M. Byxbee Company, CPAs, Mike’s duties at T.M. Byxbee Co. involve advising individual and business clients on a wide variety of transactional matters. Mike was formerly a professor of accounting at Quinnipiac University, in Hamden, CT, where he taught graduate and undergraduate law and tax programs. Mike received his J.D. from New York University and his LL.M. from Georgetown University Law Center. He is a CPA and received his Ph.D. from the University of Houston.

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Non-Member Price $224.00

Member Price $159.00