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Tax Reporting and Compliance for NFPs
Not-for-Profit
Webcast

Tax Reporting and Compliance for NFPs

Stay current on NFP tax compliance and reporting. Join us as industry experts discuss NFP tax strategies and common reporting errors on the Form 990.

$0 - $131
Do you have an AICPA membership? Log in to apply your member discount.

Format

Webcast

Date

Dec 14, 2022

NASBA Field of Study

Taxes

Level

Intermediate

CPE Credits

2

Author(s)

Brian Yacker, Dave Moja, Betsy Krisher

Availability

3 months

Product Number

WC3902785

 View  
 Business & partner 
Product Details

Planning considerations for tax-exempt organizations

Ask yourself:

  • How do I stay informed on legislative and regulatory changes affecting not-for-profits?
  • What changes will affect Form 990 filing requirements?
  • What tax planning strategies should I consider this coming year?

We've got answers to those questions and more in this webcast, part of a monthly series hosted by the AICPA Not-for-Profit Section.

During this roundtable discussion, you'll learn:

  • Common issues that exempt organizations may come across on the 2022 Form 990
  • Tips for avoiding common pitfalls
  • Strategies to plan for 2023

Key Topics

  • Form 990
  • Tax compliance

Learning Outcomes

  • Identify common exempt organization tax issues in 2022 and look forward to the 2022 Form 990.
  • Develop strategies to address exempt organization tax issues and plan ahead for 2023.

Who Will Benefit

  • NFP tax preparers and users of NFP tax returns.

NFP banner!

Credit Info
CPE Credits
2
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Knowledge of NFPs.
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
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
$131.00
AICPA Members
$109.00
NFP Section Members
$0.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

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 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, and he serves on the Board of Directors for California Rural Legal Assistance and the Northwood Little League. 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.
Dave Moja
Dave Moja is a CPA in Georgia, Florida, and Colorado. 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.
Betsy Krisher
Betsy Krisher is President of Maher Duessel, a Pennsylvania firm specializing in service to non-profit organizations and governmental entities. She also serves as Director of Non-Profit Services for the firm. A licensed CPA in Pennsylvania for more than thirty years, she has extensive experience with numerous non-organizations including foundations, human service agencies, community development organizations, environmental agencies, member based organizations, arts/humanities organizations, associations, and religious organizations. Ms. Krisher has a B.A. in Economics and Business Administration from the University of Pittsburgh, graduating Summa Cum Laude. Ms. Krisher serves and participates in several committees of the AICPA and the PICPA including the AICPA's Tax Resource Panel, Exempt Organizations. She also previously served on the AICPA's Non-Profit Expert Panel/Audit Guide Revision Task Force. A Leadership Pittsburgh graduate, Ms. Krisher also volunteers her time with Board service for the United Way of Southwestern Pennsylvania and the Executive Women's Council. Ms. Krisher speaks annually to various organizations on non-profit accounting/tax matters. Betsy enjoys spending time with her husband, four children and daughter-in-law, her Yorkie-Poo, shopping channels, and popular television involving seven kingdoms and dragons.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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Tax Reporting and Compliance for NFPs
Dec 14, 2022
Select from the following options:
Dec 14, 2022
6pm8pm GMT
Nonmember Price
$131.00
Price excluding sales tax
$131.00
Do you have an AICPA membership? 
Log in to apply your member discount.
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