W435: A Walk Through Form 990

COURSE DESCRIPTION:

Form 990 forms the core backbone of your tax-exempt organization’s relationship with the IRS, as well as an important link to the general public. Join us for a high-level overview of Form 990, with a focus on the most common parts and sections, including compensation reporting, financial information, lobbying political activity, and more.

LEARNING OBJECTIVES:

• – Learn how Form 990 fits in to your tax-exempt organization’s relationships with the IRS and the public
• – Understand how Form 990 is organized, composed, and prepared
• – Recognize common errors and misunderstandings surrounding Form 990

INSTRUCTORS: J. Calvin Marks, CPA, Principal, Johnson Lambert LLP; and Andrew Hassler, Senior Tax Associate, Johnson Lambert LLP