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Common Errors in Form 990 Preparation: Rebroadcast
Not-for-Profit
Webcast

Common Errors in Form 990 Preparation: Rebroadcast

In this rebroadcast of the Not-for-Profit Section monthly webcast series, learn how to complete your not-for-profit's Form 990 on time and error-free.

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Taxes

Level

Intermediate

CPE Credits

2

Instructor

Brian Yacker, Betsy Krisher, Dave Moja

Availability

3 months

Product Number

WC3759774

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 Business & partner 
Product Details

Know what not to do with Form 990 preparation

Amid ongoing preparation challenges across the tax return landscape — such as COVID-19 disruption and outdated processing technology — you can protect your not-for-profit organization by dedicating time to cover every base of your Form 990 preparation.

Even if you have experience preparing Form 990s, this rebroadcast of the Not-for-Profit Section roundtable webcast offers an ideal opportunity for you to refresh your memory of NFP tax best practices.

Understand repeated pitfalls encountered with Form 990 preparation, and learn tips and tricks to ensure complete and timely returns.

Key Topics

  • Common errors in the Form 990
  • Commonly missed or incomplete information in the Form 990

Learning Outcomes

  • Identify critical elements of Form 990 preparation.
  • Identify areas that often contain errors.

Who Will Benefit

  • Individuals with knowledge of or interest in the not-for-profit industry
  • Tax professionals
  • CPAs
  • CGMA designation holders

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More Details
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Knowledge of the not-for-profit industry.
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
2 hrs
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

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2 to 5 registrants

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6+ registrants

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US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Brian Yacker
JD, CPA
Brian Yacker, CPA/JD has nearly 30 years of tax, legal and accounting experience in serving nonprofits. Currently, he is a Nonprofit Tax Partner at Baker Tilly. His areas of expertise include public support test calculations and planning; preparation of reasonable compensation studies; governance best practices consultation; recommendations regarding effective bylaws; conducting of nonprofit governance check-ups; compliance with the §501(h) lobbying safe harbor; proper functional expense allocations; helping nonprofits through IRS and state Attorney General audits; 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. Brian is actively involved in the Internal Revenue Service Advisory Council, AAA-CPA, the TE/GE EO Council, the AICPA EO Tax Technical Resource Panel, the AICPA Not-for-Profit Advisory Council, and the ABA Exempt Organizations Committee. Brian teaches nonprofit accounting as an adjunct professor at the University of California, Irvine. Brian earned his bachelor's degree in finance and 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, son, and two dogs.
Betsy Krisher
Betsy Krisher is Chairman and Director of Nonprofit Services of Maher Duessel, a Pennsylvania firm specializing in service to not-for-profit organizations and governmental entities. A licensed CPA in Pennsylvania for more than 30 years, Krisher has extensive experience with not-for-profit organizations including foundations, environmental and human service agencies, and associations, as well as community development, arts/humanities, religious, and member-based organizations. Ms. Krisher has a B.A. in Economics and Business Administration from the University of Pittsburgh, graduating Summa Cum Laude. Krisher has served on several committees of the AICPA including past service to the AICPA’s Tax Resource Panel for Exempt Organizations. Krisher also served as the President of the Pennsylvania state society (PICPA) for the 2023-2024 year and as a member of the AICPA-convened National Pipeline Advisory Group. A Leadership Pittsburgh graduate, Krisher also volunteers her time with Board service for the United Way of Southwestern Pennsylvania. She speaks annually to various organizations on not-for-profit accounting and tax matters.
Dave Moja
Dave Moja is a CPA in Georgia and Florida. At Moja & Company he works closely with private colleges and seminaries. He is a member of the AICPA's Not-for-Profit Advisory Council and a former member of the IRS' Advisory Committee on Tax Exempt and Governmental Entities (ACT). Dave conducts workshops and delivers products on Form 990, financial statement issues, executive compensation, political issues, and unrelated business activities. He speaks extensively at accounting and tax seminars across the country, including the AICPA’s annual Not-for-Profit Industry Conference and Governmental and Not-for-Profit Training Program; 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. Dave earned his bachelor’s degree from Florida State University.
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