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Form 990: A Comprehensive Approach to Accurate Preparation (124-15)
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Discover the tax information and not-for-profit organization issues you need to prepare the current Form 990. This course will cover the numerous tax reporting demands the 990 imposes, including how to respond to its inquiries. Participants will gain the tax knowledge necessary both to complete Form 990 properly and advise exempt clients on the Form’s complexities and demands.

10/28/2015
When: 10/28/2015
7:30 AM - 3:45 PM
Where: UACPA Training Facility
136 S Main Street, Suite 510
Salt Lake City, Utah  84101
United States
Presenter: Thomas Sheets
Contact: April Deneault
801-834-6634


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Discover the tax information and not-for-profit organization issues you need to prepare the current Form 990. This course will cover the numerous tax reporting demands the 990 imposes, including how to respond to its inquiries. Participants will gain the tax knowledge necessary both to complete Form 990 properly and advise exempt clients on the Form’s complexities and demands.

 


Objectives:

Identify which organizations must file returns and which are exempt.
Understand where to file returns, due dates, and amending returns.
Interpret the basics of accounting methods to be used on tax-exempt returns.
Prepare and use Forms 990, 990-EZ, and related schedules.

 

Major Subjects:

Tax Issues facing not-for-profits
Form 990 and all related schedules
Keys to getting Form 990 preparation right the first time
Identifying and reporting on related organizations
Compensation reporting
Financial information presentation
Transactions with interested persons
Governance, management, and disclosures

 

Designed for:

CPAs, attorneys, and nonprofit managers.

 

Prerequisite: None

 

Advanced Prep: None

 

Speaker: Thomas Sheets

Vendor: AICPA

Field of Study: Tax

Level: Basic

CPE Credit: 8 Hours

Acronym: EO-F990

 

 
Registration Fees:                           
Members                
Nonmembers     
Earlybird (through 10/14) 
$257 $340
Standard (after 10/14)
$285 $340


AICPA Members receive an additional $30 off the price of this course. Use promo code AICPA8 at checkout to receive the discount. 

 

Meet the Speaker:

Tom M. Sheets is a Certified Public Accountant with over 32 years’ experience in auditing and tax return preparation for businesses and individuals. He established his own consulting, tax, and accounting practice 16 years ago in Enid, Oklahoma. He provides consulting, auditing, and tax planning and preparation services for a wide variety of individual clients and industries.

Mr. Sheets started with a Big Eight accounting firm in Tulsa, Oklahoma and then was with a large, local CPA firm in Enid, Oklahoma for 15 years. He has written and lead seminars for leading providers of CPE for over 20 years on various topics including real estate accounting, construction accounting and tax, fraud, bank auditing, tax issues for nonprofit organizations, compilation and review, cash and tax basis financial statements, and nonprofit accounting and auditing.



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