|
FORM 990-PF:
Preparing the IRS Return for Private Foundations
A Live Two-Hour Audio Seminar from CCH
Thursday, April 1, 2010 - 1 PM Eastern; Noon Central; 11 AM Mountain; 10 AM Pacific
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
Invite Colleagues, Customers, Prospects and Business Referral Sources to Join You!
Learn How to Approach Private Foundation Form 990-PF Reporting Complexities
Although private foundations use a variation of the Form 990, the Form 990-PF is a very different filing. The Form 990-PF has four primary purposes:
- Calculating and payment of the net investment income excise tax under IRC Section 4940
- Calculating and reporting qualifying distributions for charitable purposes as required by IRC Section 4942
- Calculating and reporting whether the foundation qualifies as an operating foundation
- Voluntary reporting whether there have or have not been any violations of the other IRC Section 4941 — 4945 private rules
| This timely two-hour audio seminar on April 1, 2010, will provide a concise and practical review of the Form 990-PF, discuss common transactions, pitfalls to watch for and little understood reporting complexities. Jane Searing, shareholder and leader of the tax-exempt organization group at Clark Nuber, as well as one of the authors of the Form 990 Compliance Guide by Clark Nuber, the award-winning CPA and consulting firm based in Bellevue, Washington, will lead you through the discussion. All tax return preparers, accountants, attorneys and other professionals who advise private foundations will benefit from this insightful seminar. Time will be provided for you to ask questions to Ms. Searing via phone or e-mail.
Program Topics
Topics to be addressed include:
- Understanding of the purpose and layout of Form 990-PF Page 1
- Alternatives for proper reporting of contributions and sales of appreciated stock under various accounting methods
- Understanding and calculating the reduced excise tax rate on net investment income
- What is and is not a deductible net investment expense
- What does and does not count as a qualifying distribution
- Reporting direct charitable expenditures
- Grants to non-public charities and the additional required reporting requirements
- Tips for Board review of the Form 990-PF
Learning Objectives
- Gain practical understanding of the Form 990-PF and its purposes
- Understand the questions and disclosures required on the Form 990-PF
Who Should Attend?
This program would be beneficial for CPAs, enrolled agents, tax return preparers, tax attorneys and financial advisors who work with tax-exempt organizations.
SPECIAL GIFT!
Register today for this insightful program on Thursday, April 1 at 1 PM Eastern, Noon Central; 11 AM Mountain; 10 AM Pacific.
About the Speaker:
 |
JANE SEARING, CPA, M.S. TAXATION
Jane Searing is a shareholder with the accounting and consulting firm Clark Nuber in Bellevue, Washington, where she specializes in providing tax services to private foundations and public charities. She is also the current Chair of the AICPA Exempt Organization Technical Resources Panel. At Clark Nuber, Jane leads the tax exempt services group as part of the firm's not-for-profit niche. Her primary focus is on income tax planning for not-for-profit organizations, private foundations, charitable giving strategies, and communicating with the IRS. She works closely with private foundations and public charities to help them understand and avoid excise and unrelated business income taxes, develop federal and state income tax planning strategies for donors, design and implement charitable giving plans, and comply with international tax regulations. Jane is a frequent speaker at professional conferences across the country and she is co-author of the Form 990 Compliance Guide published by CCH. |
How the Audio Seminar Works
CCH’s live audio seminars require nothing more than a telephone connection. For the single per-site fee, you can have an unlimited number of listeners at your site participate, get up to speed and in-the-know on important topics, and get special bonus publications included with the seminar. Handout materials are provided in PDF format that you can download and copy for all those who will participate in the seminar at your location.
Practice Development Tip! Invite colleagues, business referral sources, clients and prospects to your office to listen in and participate on this seminar with you. They’ll appreciate your invitation to hear directly about this important topic.
Visit CCHGroup.com/AudioSeminars for more audio seminar topics, dates and times!
Sign Up for Email Notifications
Earn CPE Credit
- Two hours of CPE credit. One free CPE certificate for one person is provided with each site registration. CPE certificates are available for $25 each for each additional person wishing to receive CPE credit for their participation.
- Course Level: Overview
- NASBA Field of Study: Taxes
- Prerequisites: Basic knowledge of taxation of exempt organizations
- Learn More About CCH’s NASBA Registration
Special Gift
Each registered site will also get a complimentary copy of CCH’s Top Federal Tax Issues for 2010.
Order CD Recordings of CCH Audio Seminars
If you are unable to attend this upcoming event and would like to order a recording—or if you would like to order recordings of past CCH Audio Seminars, please visit the CCH Audio Seminar Archive Library today.
Pricing:
-
Site License: $249 — Registration includes one telephone connection at one location, one master set of handouts (with permission to make additional copies for the participants at your location), an unlimited number of people in one listening room can participate, and one seminar bonus publication per registered site. Each Site License registration includes one free CPE certificate for one person at your site. Additional CPE certificates are available for $25 each for each additional person wishing to receive CPE credit for their participation.
-
CD Recording: $249 — The CD includes an audio recording of the event and handout materials in PDF format. Includes copy of seminar bonus publication with purchase. Available one week after the live audio seminar event. (Note: CPE credit is not available for the CD version of the presentation.)
-
Site License and CD Recording Package: $349 — This specially-priced package provides you with the Site License access to the live audio seminar event AND the CD Recording.
Our Guarantee
If for any reason you are not completely satisfied with this program, we will provide a full refund - no questions asked!
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
|
Need additional tax technical, accounting / auditing or financial and estate planning training and CPE?
See the CCH Learning Center at cch.learningcenter.com. Choose from more than 250 courses!!
|
