Form 990: Best Practices for Accurate Preparation
Get to know Form 990 and its 16 schedules, and gain insight on filling out the information return for exempt organizations.
Format
Webcast
Date
Nov 21, 2025
NASBA Field of Study
Taxes
Level
Intermediate
CPE Credits
8
Instructor
David Randall Peters
Availability
3 months
Product Number
VTSEF9B250613
Take an in-depth look at Form 990.
Dive into the 12-parts of Form 990 and its 16 schedules with a line-by-line analysis that offers explanations and tips for accurate completion.
Updated for changes in 1099-MISC and 1099-NEC reporting, the webcast shows participants the ins and outs of reporting on Form 990.
Key Topics
- 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
Learning Outcomes
- Identify the filing requirements for Form 990, Form 990-EZ and Form 990-N.
- Determine best practices to complete schedules to Form 990.
Who Will Benefit
- CPAs
- Attorneys
- Nonprofit managers
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