On-Demand

4 CPE

Surgent's Fundamentals of Public Charity Taxation and Form 990

On-Demand
4 CPE

This course is delivered as a recorded video. After completing all sessions, you must pass the final exam with a minimum score of 70% to receive credit.

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.

Learning Objectives

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

Major Topics

  • 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 

CPE Credits Available

4 CPE
4
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Tax

Prerequisites

Basic understanding of tax regulations

Advanced Preparation

None

Intended Audience

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

Provider

Surgent CPE

Purchase This Course

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  • COCPA Non-Member

    $ 168 168
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