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Tax Reporting and Compliance for NFPs
Not-for-Profit
Webcast

Tax Reporting and Compliance for NFPs

During this webcast we will review internal budgeting and reporting, internal financial statements, and external financial statements for NFPs, and then learn how that information is reflected in federal and state tax compliance filings.

$0 - $119
Do you have an AICPA membership? Log in to apply your member discount.

Format

Webcast

Date

Dec 16, 2020

NASBA Field of Study

Taxes

Level

Intermediate

CPE Credits

2

Author(s)

Dave Moja, Brian Yacker, Betsy Krisher

Availability

3 months

Learning Outcomes
  • Determine how to communicate to your organization’s Board of Directors what they should be focused on in reviewing the Form 990 series
  • Identify key differences between GAAP and IRS reporting requirements
  • Identify how tax reporting for an exempt organization correlates with audited financial statements and internal financial reporting
Key Topics
  • Tax updates for NFPs
  • Form 990
Product Details

This webcast is the last installment of our 4 part series.

After reviewing internal budgeting and strategy, internal reporting and external reporting, learn how that information is reflected in federal and state tax compliance filings for NFPs. Industry experts will walk you through a Form 990, highlighting updates for 2020 reporting.

Who Will Benefit
  • Individuals with knowledge of the not-for-profit industry
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
$119.00
AICPA Members
$99.00
NFP Section Members
$0.00

Looking for group pricing?

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Credit Info
CPE Credits
2
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Knowledge of the not-for-profit industry
Access
This is a live event. You will have access on the date/time of broadcast and the archive for 3 months after the broadcast date.
Duration
2 hrs
Speakers
Dave Moja
"Dave is a partner with Capin Crouse, LLP. He is dedicated to meeting client needs in the exempt organization tax arena through review of client returns, consulting engagements, training, and the compilation of our annual Higher Education Tax Reporting Trends Project. Dave has spoken extensively at accounting and tax seminars across the country, including the Florida Association of Chamber Professionals, Christian Leadership Alliance National Conference, National Association of College and University Business Officers annual Tax Forum, and the Florida Institute of CPAs Annual Not-for-Profit Conference. He also hosts a quarterly Not-for-Profit Tax Webcast. Dave is a member of the IRS's Advisory Committee on Tax Exempt and Government Entities (ACT), where he serves on the Exempt Organizations subcommittee. He also is the current chair of the Florida Institute of CPAs (FICPA) Mega CPE Conference Committee, and a member of the FICPA's annual Not-for-Profit Conference committee and the FSU Accounting Conference Committee. He is a member of the AICPA and the FICPA, and holds licenses in Colorado, Florida, and Georgia. He earned his B.S. degree from Florida State University."
Brian Yacker
JD, CPA
"Brian Yacker has more than 20 years of tax, legal, and accounting experience in serving exempt organizations. His areas of expertise include public support test calculations and planning; preparation of reasonable compensation rebuttable presumption binders and Reasonable Compensation Studies; governance best practices consultation; recommendations regarding effective Bylaws; conducting of EO Governance Check-Ups; compliance with the §501(h) lobbying safe harbor; proper functional expense allocations; maximizing charity watchdog ratings; preparation of federal and state Tax Exemption Applications; conducting of unrelated business income revenue stream studies; and the proper internal and external reporting of special event fundraisers. Yacker is actively involved in the AAA-CPA, serving on their Board of Directors, Finance Committee, and Executive Committee. He also serves on the Board of Directors and as an Executive Committee member for BookEnds and as the Treasurer for the Long Beach Nonprofit Partnership. Yacker earned his Bachelors degree in Finance/Marketing from the University of Virginia and his Juris Doctor from the Indiana University School of Law (Bloomington). His personal interests include hiking, camping, sports memorabilia collecting, playing fantasy sports, Asian cooking, and spending time with his wife, two daughters, and son."
Betsy Krisher
Betsy Krisher is President of Maher Duessel, a Pennsylvania firm specializing in service to non-profit organizations and governmental entities. She also serves as Director of Non-Profit Services for the firm. A licensed CPA in Pennsylvania for more than thirty years, she has extensive experience with numerous non-organizations including foundations, human service agencies, community development organizations, environmental agencies, member based organizations, arts/humanities organizations, associations, and religious organizations. Ms. Krisher has a B.A. in Economics and Business Administration from the University of Pittsburgh, graduating Summa Cum Laude. Ms. Krisher serves and participates in several committees of the AICPA and the PICPA including the AICPA's Tax Resource Panel, Exempt Organizations. She also previously served on the AICPA's Non-Profit Expert Panel/Audit Guide Revision Task Force. A Leadership Pittsburgh graduate, Ms. Krisher also volunteers her time with Board service for the United Way of Southwestern Pennsylvania and the Executive Women's Council. Ms. Krisher speaks annually to various organizations on non-profit accounting/tax matters. Betsy enjoys spending time with her husband, four children and daughter-in-law, her Yorkie-Poo, shopping channels, and popular television involving seven kingdoms and dragons.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Tax Reporting and Compliance for NFPs
Dec 16, 2020
Select from the following options:
Dec 16, 2020
6pm8pm GMT
Nonmember Price
$119.00
Price excluding sales tax
$119.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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