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In recent years, not-for-profit organizations have faced heightened scrutiny from both the general public and government authorities, notably through executive orders. Form 990 has become a critical tool for transparency and accountability. This webinar will delve into strategies for optimizing Form 990 to meet the rigorous standards of watchdog entities, ensuring your organization remains compliant and transparent. Participants will gain insights on best practices, common pitfalls, and how to effectively present organizational data to withstand scrutiny.

Presenters

Aaron M. Fox, CPA, National Not-For-Profit Tax Leader , CBIZ
Sara Smith, Senior Manager, CBIZ

CPE CREDITS
Program Description Optimizing IRS Form 990 Amid Increased Scrutiny

Important Notice Regarding CPE:

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.
Learning Objectives
  • Identify recent trends and sources of increased scrutiny on not-for-profit organizations, including the role of executive orders and watchdog entities.
  • Describe the importance of IRS Form 990 in promoting transparency and accountability for not-for-profit organizations.
  • Recognize common pitfalls and errors in preparing Form 990 that can undermine organizational compliance and public trust.
  • Apply best practices for optimizing the completion and presentation of Form 990 to meet regulatory standards and expectations of stakeholders.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
Recommended Field of Study Taxes
Prerequisites None
Program Level Overview
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.