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2023 April Solutions Room: Form 990s

2023 April Solutions Room: Form 990s
IRS Program #: X9QQU-T-00949-23-O

CTEC #: 6257-CE-0132
CE: 1 IRS credit & 1 CTEC credit
Materials
Course Description
We’re solution focused. Register for this webinar for insight about the latest tax law changes (and the challenges they create) directly from leading experts in the tax industry. The session will conclude with a Q&A session – be prepared to ask questions of our experts! 

This webinar will provide guidance on the information to prepare the annual 990 Information Return. We will cover background information needed for understanding the tax-exempt (nonprofit) organization’s structure and business model. We will also review data requirements, best practices and issues the preparer should be aware of to ensure accurate compliance with all filing requirements.

Learning Objectives
  • The practitioner will be able to analyze the information requirements for preparation.
  • Make suitable inquires of management regarding the internal operations of the organization which will facilitate the form preparation.
  • Identify those financial, operational and questionable areas which need further clarification for fling.
  • Identify best practices and procedures for practitioners.

Couldn't make it to the live session?  Check out the on-demand version here!
Presenters

Leonard Steinberg, EA, NTPI Fellow
Leonard Steinberg, EA is an NTPI Fellow. Leonard’s practice specializes in small businesses, nonprofit organizations, individuals and handles all types of representation issues. His practice is located in Cranbury, New Jersey. Leonard has also served as president, treasurer, and trustee for the New Jersey chapter (NJSEA) and has made presentations at regular monthly meetings and seminars.
Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at education@naea.org. IRS Requirements for live webinars require at least 50 minute per hour attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.

Webinar Refund Policy
To request a refund, contact the NAEA education team via email at education@naea.org. An NAEA education team member will review the request for refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-