Navigate IRS Form 990 With Confidence

Presented on:
March 24, 2022 2:00 PM PT
Duration:
1 hour
Location:
Online
Credits:
1
Contact:
Danielle Johns, Moss Adams, (303) 294-7774
Cost to attend:
Complimentary

The IRS Form 990 is a complex, comprehensive document—and a useful tool for confirming an organization is meeting its not-for-profit requirements. It can also provide insight into important opportunities and help reveal information related to your organization’s financial health.

Join us, along with Philanthropy California, for the first part of our financial literacy webcast series to learn how to read the Form 990 and unpack the story behind an organization’s financial statements. We’ll also discuss available tools and forums to assess financial and governance health and impact on organizations, as well as the following topics:

  • Opportunities and limitations of the Form 990
  • Recent tax developments and potential impacts
  • Compensation and transactions with disqualified persons
  • Strategies to identify red flags
  • The calculation and importance of public support
Register

Speakers

Emina Cresswell, Senior Manager, Moss Adams

Emina has practiced public accounting since 2007. She’s the tax co-leader of the Washington region’s Not-for-Profit Practice. She focuses on tax compliance and consulting services for a wide range of not-for-profit clients, including public charities, private foundations, colleges & universities, credit unions, and utility cooperatives.

Jane Coleman, Senior Manager, Moss Adams

Jane has practiced public accounting since 2008. She specializes in providing tax and consulting services to not-for-profit organizations in various industries. Jane’s experience includes a variety of clients in the not-for-profit industry, including universities, religious organizations, foundations, and social service organizations.

Registration Form

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CPE Information

Program Level:
Overview
Credits:
Taxes: 1
Delivery Method:
Webcast
Learning Objectives:
After completing this training, participants will be able to; discuss recent tax developments and potential impacts; navigate compensation and transactions with disqualified persons; implement strategies to identify red flags; and better understand the calculation and importance of public support.
 
Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Danielle Johns at (303) 294-7774 or send them an email.

Baker Tilly Advisory Group, LP fka Moss Adams LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Related Topics

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.