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Tuesday, July 14, 2026 Live Webcast

Form 990: Best Practices for Accurate Preparation (X3-2023-TSE.F9B-20260714)

9:00 AM - 5:00 PM EDT
webcast

Vendor Platform

8 CPE Credits in TX

OVERVIEW

Get to know Form 990 and its 16 schedules, and gain insight on filling out the information return for exempt organizations.

DESIGNED FOR

  • CPAs
  • Attorneys
  • Nonprofit managers

BENEFITS

  • Identify the filing requirements for Form 990, Form 990-EZ and Form 990-N.
  • Determine best practices to complete schedules to Form 990.

HIGHLIGHTS

  • Primacy of the Form 990 as a "one size fits all" reporting mechanism
  • Form 990 preparation sequencing and data gathering; and keys to getting Form 990 preparation right the first time
  • Addressing presence of "related organizations"
  • Identification of managers and measurements of their compensation
  • 990 versus books-and-records financial statement detail
  • Disclosures of governance inputs and Boards' employ of policies
  • COURSE LEVEL

    Intermediate

    PREREQUISITES

    None

    ADVANCE PREPARATION

    None

    INSTRUCTOR

    David Peters

    David R. Peters, CPE, CFP, CLU, CPCU, MST, M.B.A.
    (5.0)

    Read bio

    PRICING

    $319.00 - Member

    $399.00 - Nonmember

    Register Today


    Note: Online pre-registration will close on July 14 at 8:30 AM.

    ADDITIONAL OPTIONS

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    Print a registration form

    COURSE DEVELOPER

    AICPA/NJCPA