Understanding the Form 990 and Its Preparation Prerequisites
2.5 CPE credits see
HERE
Understanding the 3 “Most Common” Form 990 Schedules: A, B & O
2.5 CPE credits, see
HERE
990 Tax Workshop
4.0 CPE credits
Tax Year in Review/How to Get Things Done with the IRS
2.0 CPE credits
Form 990-T Common Issues
2.0 CPE credits
Created in 2020 and provided in full via pre-recorded tapings broadcast monthly by CPACrossings.com through 2024, this 10-session series trains on Form 990 preparation following the sequencing called for in the Form 990 instructions (eight of the sessions are 2.5 CPE, and the remaining two are 2.0 and 1.5 CPE). CPACrossings.com did not pull enough registrants to continue the series' broadcast into 2025.
Several of the sessions (updated to the current filing season’s Form) continue to be offered virtually (with 'live' instruction by Eve) through various CPA societies – see available presentations’ specifics on the Resources page!. Some of these have made "tweaks" to a session's prior iteration to meet demands for 'most frequently requested' topics. You will see that to be the case in the "Most Common Schedules: A, B & O" session that is included in above. For further information on accessing the series' sessions (or its accompanying "Master Classes"), including session descriptions, please share that info with Eve!
The TEGE Exempt Organizations Council (the “EO Council”) promotes open and ongoing lines of communications between the practitioner community AND the IRSʼ TEGE Exempt Organizations Division leadership as well as with the IRS's Associate Chief Counsel (EEE) officials. Membership is open to attorneys, CPAs, paralegals, and others advising the nonprofit sector and is free! Information is exchanged at CLE/CPE presentations at the EO Councilʼs thrice/year meetings.
In addition to meetings, the EO Council has multiple platforms by which members share information and tips as to current challenges they are experiencing when intersection with the IRS:
Please visit the EO Council's website: https://www.eocouncil.org and JOIN!
This document has been updated by Eve with the help of the TEGE EO Council's TIC TAQ Committee. It details current contact means as of the file’s last revision date. The Committee continues to liaison with the IRS’s Exempt Organization Division to fuel updates. And practitioners who find information that has changed, or otherwise belongs on, the EO Help Chart should please them with Eve!
efile.form990.org is the website home for the National Center for Charitable Statistics’ exemplary project that allows exempts to both “e-file” and prepare Form 990 (and the -EZ) (their website also accomplishes Form 990/990-EZ extension requests). The very competent Desktop Form 990 preparation software does yeoman’s lifting with the Redesigned 990s. The Form 990 application includes comprehensive error checking, provides very helpful online instructions and tips, and electronically files the return with the IRS. Access to the software/system is FREE for organizations with less than $100,000, thereafter is sliding scale of $41 - $205 (eff. March 2021 and still in place for the current filing season). This is an extremely effective and valuable resource!