This course will provide nonprofit tax professionals and advisers with a practical guide to various states' rules governing unrelated business income tax, which U.S.-based tax-exempt organizations must pay on unrelated business taxable income (UBTI). The webinar will focus on the standards and guide... Read More

This webinar will review how to recognize special events held by nonprofit organizations and satisfy the IRS guidelines for required disclosures to donors. Our tax-exempt expert will also discuss reporting these events on Form 990, Schedule G, and the criteria for determining when these fundraising... Read More

This course will provide advisers to nonprofit and exempt organizations with a practical guide to identifying, avoiding, and correcting the most common and complex errors in completing any form in the 990 series. The panel will focus on the mechanics of tax reporting, offer concrete examples of corr... Read More

This course will give nonprofit tax professionals and advisers a good look at the rules governing unrelated business income tax. The webinar will focus on guidelines for determining whether income is unrelated business taxable income (UBTI), how separate business lines are determined under the regul... Read More

This course will provide tax advisers to exempt organizations with a thorough and practical guide to completing Form 990 Schedule L, Transactions With Interested Persons, focusing on Parts II through V. The panel will explain the "reasonable effort" requirement to identify interested and disqualifie... Read More

This course will provide nonprofit organization professionals and counsel with a practical guide to the planning and reporting implications when a donor contemplates gifting an interest in a partnership or an LLC to an exempt organization. The panel will outline gifting impacts to donors, detail the... Read More

This webinar will review the IRS application process for tax-exempt status and completing Forms 1023 and 1023-EZ. Our seasoned nonprofit advisers will provide a section-by-section overview of these forms, identify required documents, and offer submission tips to facilitate an organization's applicat... Read More

This course will assist practitioners and foundation managers with tricky reporting issues encountered when preparing Form 990-PF, Return of Private Foundation. Completing Form 990-PF is complicated and not necessarily intuitive. The panel will discuss best reporting practices to avoid red flags. Th... Read More

This webinar will review single audit reporting requirements, including the newly issued Office of Management and Budget (OMB) requirements. The panelist will discuss strategies for compliance and avoiding common audit deficiencies. Read More

This course will provide accounting and tax professionals advising tax-exempt organizations with the tools and understanding to properly report fundraising and gaming activities on Schedule G of Form 990 or Form 990-EZ. The panel will perform a deep dive into the accounting calculations and tax repo... Read More

This course will identify the guidance within 2 CFR Part 200 and provide strategies and best practices to achieve the organization's costing goals. This session will provide practical, hands-on context to help you increase your direct and indirect cost recovery and manage your indirect costs rate. T... Read More

This course will provide nonprofit advisers with a comprehensive guide to reporting the public support tests of IRC Section 509(a) on Schedule A of Form 990 Exempt Organization Information Return. Read More

This webinar will discuss preparing financial statements for nonprofit organizations. This discussion will cover the unique aspects of these reports, identify common reporting missteps, and provide advice for efficiently assimilating these statements for auditors and accountants of these organizatio... Read More

This course will give nonprofit tax professionals and advisers a good look at the rules governing unrelated business income tax. The webinar will focus on guidelines for determining whether income is unrelated business taxable income (UBTI), how separate business lines are determined under the regul... Read More

This course will give nonprofit advisers and tax professionals a practical guide to the rules governing joint ventures between tax-exempt organizations and for-profit entities. The panel will discuss the control requirements for determining the tax treatment of joint venture proceeds, detail the UBT... Read More

This course will prepare accounting and tax advisers for private foundations to handle all aspects of Form 990-PF compliance with a thorough review of the material requirements and instructions. The panel will discuss potential risk areas for tax professionals in preparing the return and advising cl... Read More

This course will provide tax professionals and advisers to exempt organizations with a practical guide to the planning opportunities, tax risks, and reporting obligations of exempt organizations investing in real estate assets. The panel will outline when rental and sale income is exempt and when no... Read More

This course will provide tax advisers to exempt organizations with a thorough and practical guide to completing Form 990 Schedule L, Transactions With Interested Persons, focusing on Parts II through V. The panel will explain the "reasonable effort" requirement to identify interested and disqualifie... Read More

This course will give a detailed overview of the accounting and operational requirements of an IRC 501(c)(7) social club organization. The panel will offer concrete illustrations of nonmember and nontraditional income, review the safe harbors for unrelated income, and guide tax advisors on respondin... Read More

This course will provide nonprofit advisers with a comprehensive guide to reporting the public support tests of IRC Section 509(a) on Schedule A of the Form 990 Exempt Organization Information Return. Read More

This course will cover the latest IRS campaign targeting private foundations for 990-PF return preparers and advisers to foundations. Our panel of foundation experts will explain how to prepare form 990-PF to avoid selection and offer advice for handling the IRS examination of these charitable organ... Read More

This course will provide nonprofit advisers and individuals involved with NPOs practical guidelines to identify and prevent common fraudulent schemes perpetrated against these organizations. Read More

This course will provide nonprofit finance professionals and their advisers with a review of current trends related to statements of functional expenses (SFEs) and best practices for creating an accurate account of functional expenses. Read More

This course will discuss IRS guidelines and best practices for private foundations (PFs) making distributions to foreign charities, individuals, and other unique grants. Our panel of nonprofit experts will explain how to meet equivalency test requirements for foreign donations, structure individual... Read More

This course will provide nonprofit advisers and exempt organization personnel with a critical analysis of proposed unrelated business taxable income (UBTI) silo regulations issued Apr. 23, 2020. These regulations offer guidance in identifying separate lines of trade or businesses for purposes of cal... Read More

This course will explain the impact of some of the rules enacted as part of the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) on nonprofit organizations (NPOs). Our panel will discuss the Paycheck Protection Program (PPP) and Economic Injury Disaster Loans (EIDLs), employee rete... Read More

This course will provide nonprofit advisers with a review of the material terms of accounting standards and guidance on accounting for contributions and exchange transactions. The panel will also provide insights and perspectives into facing practical challenges that are not addressed explicitly in... Read More

This course will explain sampling procedures for audits conducted under the uniform guidance. Our panel will review the necessary sampling concepts and steps when performing single audits. Read More

This course will provide an in-depth exploration into the determinations, calculations, disclosures, and tax reporting of foreign investments, accounts, and activities held or engaged in by nonprofit/exempt organizations. The panel will offer practical guidance into identifying foreign investments t... Read More

This course will provide advisers to nonprofits with a review of the business and regulatory benefits and risks of a wide variety of mergers and acquisitions, partnerships, and other business ventures among nonprofits. Read More

This course will provide auditors and professionals with not-for-profit (NFP) financial reporting responsibilities with a thorough and practical guide to the FASB's Accounting Standards Update (ASU) 2014-09. The presenters will also discuss Revenue from Contracts with Customers (Topic 606) recogniti... Read More

This course will guide advisers and individuals through the process of forming a tax-exempt entity (TEO). Our panel of experts will explain the process of establishing a nonprofit organization, including preparing the formation documents, selecting the appropriate entity type, state considerations,... Read More

This course will provide guidance to not-for-profit organizations (NFPs) and advisers to NFPs that have assets with donor and grant imposed restrictions and board designations. The panel will discuss financial statement reporting under ASU 2016-14, liquidity disclosures, and considerations regarding... Read More

This course will provide advisers to nonprofit and exempt organizations with a practical guide to navigating some of the more challenging aspects of completing Form 990. The panel will examine recent IRS changes to Form 990 instructions, discuss areas of heightened scrutiny based on the Service's 20... Read More

This course will guide advisers to nonprofit organizations on interacting with donor-advised funds (DAFs). The panel will discuss the types of sponsoring organizations, how donations are reported and solicited, pledges from DAFs, and the downsides of these funds so that practitioners and advisers ca... Read More

This course will update tax practitioners and advisers working with tax-exempt entities on the numerous taxes nonprofit organizations may owe. The webinar will cover Wayfair's effect on sales tax liability, the unexpected reach of the new excise tax on compensation, property tax liability, and unrel... Read More

This course will take a fresh look at compliance and reporting issues related to contributions received by tax-exempt organizations (TEOs). The panel will explain the caveats and responsibilities of modern nonprofit fundraising, including federal and state compliance issues associated with charitabl... Read More

This course will guide not-for-profit (NFP) advisers and businesses that receive or make contributions subject to ASU 2018-08 through its reporting requirements. The panel will discuss distinguishing between contributions and exchanges, conditional vs. nonconditional contributions, and implementing... Read More

This course will take a fresh look at Single Audit requirements under Uniform Guidance. The panel will review best practices for compliance with Uniform Guidance and discuss strategies to avoid the most common audit deficiencies. Read More

This course will guide advisers to nonprofit organizations as they continue to work through the new FASB reporting requirements for nonprofit organizations. The panel will review the specific changes to various financial reporting requirements required by the new standard, including the reduction in... Read More

This course will provide advisers to tax-exempt organizations with a recap of the practical impact of the tax reform law on nonprofit entities. The panel will outline fundamental changes to UBTI/UBIT calculations and reporting, describe new compensation rules, and offer guidance on strategies to dea... Read More

This course will provide tax advisers and nonprofit personnel with a practical guide to the challenges of completing Form 1023, Application for Recognition of Exemption Under Section 501(c)(3). The panel will identify the most vexing compliance challenges, outline both financial and narrative requir... Read More

This course will give nonprofit tax professionals and advisers a thorough guide to recognizing and reporting unrelated business taxable income (UBTI) about IRAs, qualified plans and other retirement accounts. The webinar will focus on the standards and guidelines for determining whether income deriv... Read More

This course will provide tax advisers to private foundations with a thorough and practical guide to completing Form 4720 Private Foundation Excise Tax Return. The panel will discuss how to identify acts in violation of tax codes 4941-4946 by a private foundation, consider requirement that acts be "c... Read More

This course will provide not-for-profit (NFP) auditors and professionals with NFP financial reporting responsibilities with a thorough and practical guide to the new FASB ASU 2016-14 reporting standard, applicable to almost all nonprofits, and prepare to implement its significant changes to financia... Read More

This course will provide advisers to nonprofit and exempt organizations with a guide to responding to and remedying loss of tax exempt status. The panel will highlight risk areas for exempt status termination, discuss reinstating 501(c)(3) exemption status due to inadvertent lapses, detail how to ch... Read More

This course will provide tax advisers to exempt organizations with a thorough and practical guide to the reporting requirements and tax traps to avoid in holding alternative investments as part of the nonprofit's funding and investment strategy. The co-presenters will discuss the planning considerat... Read More

This course will provide advisers to tax-exempt organizations with a practical guide to the fractions rule, which governs the tax implications of allocations between tax-exempt partners and taxable partners. The panel will detail recent IRS guidance permitting certain partnership allocations that ma... Read More

This course will provide tax advisers to exempt organizations with a thorough and practical guide to completing Form 990 Schedule R, Related Organizations and Unrelated Partnerships. The panel will go into detail on translating the form instructions onto the Schedule and will include examples of com... Read More

This course will provide nonprofit advisers with a comprehensive guide to reporting on political campaign and lobbying activities on Schedule C of the Form 990 Exempt Organization Information Return. The panel will offer a practical part-by-part exploration of completing the schedule, focusing on id... Read More

This course will provide nonprofit advisers with a comprehensive guide to reporting supplemental financial statement information on Schedule D of the Form 990 Exempt Organization Information Return. The panel will offer a practical part-by-part exploration of completing the schedule, focusing on ide... Read More

This course will provide nonprofit organization advisers and professionals with a critical first look at the new IRS guidance on deferred compensation for nonprofit and exempt organization executives and employees. The panel will discuss critical structuring changes to Section 457(f) and define the... Read More

This course will provide advisers to nonprofit organizations with a practical guide to the new FASB reporting requirements. The panel will discuss the specific changes to various financial reporting requirements required by the new standard, including the reduction in the number of net asset classes... Read More