Learn from the experts with this video-based, on-demand e-learning experience. Set yourself apart and get the tools and strategies you need to sharpen your skills in not-for-profit (NFP) tax compliance. The program builds on the core concepts as you get insights from industry leaders.

• Identify the process to prepare the Form 990 core form and accompanying schedules.
• Determine the effect of a particular transaction or significant event for Form 990 reporting.
• Distinguish between organizational and operational requirements to maintain federal tax-exempt status.
• Determine when an organization could be subject to unrelated business income taxes (UBIT) and differentiate between the more common exceptions and exclusions that apply.

• IRS filing requirements, including Forms 990 and 990-T
• Reporting thresholds
• Reasonable cause abatement
• Unrelated business income (UBIT), exceptions and exclusions
• IRS audit activity
• Public support test
• Establishing and protecting tax exemption
• Excess benefit transactions
• Common red flags

CPAs, financial professionals and NFP staff and board members looking to deepen their existing knowledge of NFP financial responsibility, and set themselves apart as a leader in this field