Stuart Sobel

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Stu Sobel is the consummate Instructor with 30 years IRS experience; co-authored the IRS Examination Standards Manual; taught at major universities; had a nationally syndicated radio program and published four books on taxation. Stu has provided continuing education to more than 25,000 CPAs, Attorneys, Enrolled Agents and Non-Profits Members/Directors.

Take This Education Course

Purchase This Without CPE Credit For $39.00

Take Course With CPE Credit

Purchase This With CPE Credit For $79.00

Course Description

The object of this course is to train both new and experienced staff accountants and other preparers to deal with the challenges of filing the Form 990 series of tax returns. You’ll learn strategies to expedite the preparation of the return, electronic filing requirements, and how to navigate complex nonprofit taxation issues. Other topics covered include:

• Preparation of the required summary of the organization’s mission, activities, and financial results
• Statement of program service accomplishments
• Statements regarding other IRS filings and tax compliance
• Governance, management, and disclosure information regarding governing bodies
• Compensation schedules for officers, directors, and key employees
• Supplemental financial statements
• Schedule of activities outside of U.S.
• Supplemental information relating to fundraising or gaming activities
• Grants or other assistance to organizations, governments, and individuals
• Transactions with interested persons that engage in certain relationships or transactions
• Noncash contributions
• Political expenditures and lobbying restrictions
• Reconciliations between book and tax returns

Learning Objectives

Upon successful completion of this course, participants will be able to:
• Develop strategies to expedite the preparation of the return
• Effectively market the organization through the creation of strong narratives which are positively read by foundations, donors, government agencies, media, and others
• Discuss complex issues related to nonprofit taxation issues which are reported on the Form 990
• Describe IRS and state issues, including penalties, dissolution, examinations, and improper classification of tax exempt status

Table of Contents

Welcome CPE

  1. Mission Completed  1. Preparing the Challenging Form 990 (111 minutes)


NASBA field of study: 2 hours CPE Credit


Trainer: Stuart Sobel, EA

Level: Beginner

Subject: Non-Profit

Duration: 1 Hour 51 Mintues

Released: June 26, 2014

Register Price: $39.00

Register With NASBA: $79.00


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