CPE Course Information
General Information
| Course Number: | 031123 |
| Course Title: | Form 1023 Application for 501(c)(3) Tax Exempt Status and Form 990 Not-For-Profit Tax Return |
| Description: | PSTAP Members who attend at least 4 Central Chapter meetings will receive a complimentary Deluxe Edition of THE TAXBOOK! Please note, books will be distributed at the January 2024 meeting. You must attend this meeting to get your book. Registration & breakfast 7 - 8 a.m., CPE: 8 a.m. - 12 p.m. Employee of member rate: $60. Form 1023: This course will offer an in-depth review for accounting pros and tax preparers who work with non-profit organizations and other clients seeking to qualify for tax exempt status on Form 1023, Application for Recognition of Exemption Under Section 501(c)(3). Completing a client’s IRS Form 1023 to apply for 501(c)(3) tax exempt status poses many tough compliance issues for accountants and tax preparers. The discussion will include what financial data is requested on Form 1023 and how it should be presented, how to respond to questions about close connections with other organizations and intellectual property, specifying what activities must be reported, and meeting standards for disclosing compensation, non-fixed benefits, member benefits, and other data. It is a practical guide with approaches for overcoming Form 1023 and its schedules toughest compliance challenges. Form 990: The object of this course is to train both new and experienced preparers how to navigate the Form 990, recognize common issues when filing Form 990, describe basic not-for-profit issues, explain unrelated business income and its impact to not-for-profit entities, identify common mistakes made during Form 990 preparation, and determine proper reporting requirements for unique situations for not-for-profits. It is a practical guide to navigating some of the more challenging aspects of completing Form 990. |
| Speaker: | James F. Tice, EA, PSTAP Past President |
| Knowledge Level: | Basic |
| Sponsor: | PSTAP - Central Chapter |
| Date: | 11/14/2023 |
| Number of Days: | 1 |
| Location: | Lancaster, Best Western Eden Resort |
| Address: |
222 Eden Road Lancaster, PA 17601 |
| CPE Credits: | 4 Credits Tax (Federal) |
| Host Chapter(s): | Central |
| Meal: |
Day 1 Choices Full HotBreakfast Buffet |
Registration Information
| Registration Begins: | 7:00 a.m. |
| Start Time: | 8:00 a.m. |
| End Time: | 12:00 p.m. |
Pricing
| PSTAP Member Rate: | 50.00 |
| Non-Member Rate: | 75.00 |
Cancellation Policy
| No show, no refund. |
Additional Information
| Directions to all CPE Locations |
Online Registration
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