2024 MSCPA Annual Convention: Details

Livestream: Overview of All Nonprofit Tax Return Forms (990, 990-T, 990-PF, 8940, and 4720)

← Return to The CPE Catalog
Tuesday, June 11, 2024 @ 8:30am 4:30pm
Add to Calendar

Description

This presentation will address the most prominent and important federal nonprofit tax Forms, including Form 990, Form 990-PF, Form 990-T, Form 4720, and Form 8940. For each of these Forms, the most essential elements and hot buttons will be identified, and strategies will be offered for minimizing "red flag" reporting on each of the Forms. Additionally, various state Forms will also be addressed from a non-specific state perspective.

Credits

Category Amount
Taxation 8.00

Course Materials

Links to the e-materials will be listed with your course registration in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available.



Leaders

Brian Yacker

Brian Yacker

Brian, a tax partner in Baker Tilly's Orange County, California office, specializes in non-profit organizations. Brian received his Bachelor of Science, finance and marketing, at the University of Virginia (Charlottesville, Virginia) and his Juris Doctor from Indiana University School of Law (Bloomington, Indiana). Brian has nearly 30 years of experience providing tax, legal and accounting services and solutions to all types of non-profit organizations, including public charities, private foundations, university auxiliaries, social clubs, business leagues, labor organizations, social welfare organizations, water districts, athletic organizations, social services entities, hospitals, bids, veterans organizations. Brian provides reasonable compensation studies, lobbying studies, governance consulting, public support test consulting, unrelated business income studies, special events consulting, state charitable solicitation registration services and insider transaction analyses. Brian is a member of the American Institute of Certified Public Accountants (AICPA), American Bar Association (ABA) Exempt Organizations Committee, Board of Directors for the TE/GE EO Council, AICPA EO Tax Technical Resource Panel, and AICPA Non-profit Advisory Committee.