HomeWebcastHot Topics in Form 990 Preparation and Compliance
Online CLE Form 990 CLE

Hot Topics in Form 990 Preparation and Compliance

Live Webcast Date: Wednesday, January 23, 2019 at 3:00 pm - 4:00 pm (ET)
TaxationRecording

Online CLE Form 990

Join us for this Knowledge Group Online CLE Form 990 Webinar. This webcast is a timely update and lively presentation on the most pressing issues of nonprofit Form 990.

Join this panel of key thought leaders and practitioners assembled by The Knowledge Group as they bring the audience to a road beyond the basics and present all the important issues and recent developments. Sharing insights on the latest news and emerging developments from the world of nonprofits and 990s, the two speakers will address key topics including:

  • Why IRS Form 990 Matters for Nonprofit Transparency and Accountability
  • Compliance Developments, Updates, and AICPA Proposed Changes
  • Best Practices in Form 990 for “Continuous Improvement”
  • Understanding Unrelated Business Income and Form 990T
  • BREAKING NEWS Latest Clarifying Guidance on Unrelated Business Income as it relates to Employee Parking Benefits
  • “Top Ten” Takeaways

Who Should Attend

  • Non-Profit Organizations
  • Tax Professionals
  • Tax Practitioners
  • Tax Attorneys
  • Internal Audits
  • Tax Consultants

Preview Podcast

Please click the podcast below to hear the speakers discuss the key topics for this webcast.

Faculty

Online CLE Form 990
Kevin C. Testo, CPA
Partner
The Bonadio Group
Online CLE Form 990
Emily Cummins, CPA, CIA, CPCU, CISSP, ARM, ARe
Underwriting Administration Specialist
Church Mutual Insurance Company

Click Here to Read Additional Material

Online CLE Form 990

SEGMENT 1:
Emily Cummins, CPA, CIA, CPCU, CISSP, ARM, AReUnderwriting Administration Specialist
Church Mutual Insurance Company

  • Understanding Your Audience of Form 990 Readers
  • Form 990 Schedules in the Spotlight
  • Trends and Expectations in Nonprofit Transparency and Accountability

SEGMENT 2:
Kevin C. Testo, CPAPartner
The Bonadio Group

  • Top 10 Common Errors in the Form 990
  • Overview of Unrelated Business Income / Form 990T
  • Unrelated Business Income for Employee Parking / Clarifying guidance on just released Tax Act

Online CLE Form 990

Online CLE Form 990

Kevin C. Testo, CPAPartnerThe Bonadio Group

Kevin Testo is a partner in the firm’s Healthcare and Tax-Exempt Division.  After six years of audit experience with a national Big 4 firm, Kevin joined TBG in 2009.  Kevin primarily focuses his time on health care and non-profit clients.  With over fifteen years of experience in public accounting, he is well versed in the unique requirements and reporting matters affecting a wide variety of tax exempt organizations.  In addition, Kevin has become a leader in TBG’s employee benefit plan audit team.   He is designated as one of the firm’s employee benefit plan specialists, where he assists clients and conducts educational seminars in the employee benefits area. 

Kevin graduated cum laude from Siena College in 2003 with a B.A. in Accounting and he is a member of the American Institute of Certified Public Accountants. He is a graduate of the Albany-Colonie Chamber of Commerce Leadership Program and the Batiste Leadership Development Program.  Since 2009, Kevin has volunteered on the Finance Committee of Albany's Homeless and Travelers Aide Society (HATAS).  In addition, Kevin serves on the Finance Committee and Board of Directors of Proctors Theatre, in which he currently holds the position of Board Treasurer.

Online CLE Form 990

Emily Cummins, CPA, CIA, CPCU, CISSP, ARM, AReUnderwriting Administration SpecialistChurch Mutual Insurance Company

Emily Cummins (MBA, CPA, CIA, CPCU, CISSP) is a specialist in the underwriting division of Church Mutual Insurance Company, a leading risk and insurance services provider in the religious institutional marketplace and other compatible markets. She joined Church Mutual following a career in tax and enterprise risk management at a nonprofit organization. Previously, she worked for Wachovia (Wells Fargo) and Ernst & Young. Emily has degrees from Wake Forest University, George Washington University, and George Mason University. Most recently, she served on the global board of directors for RIMS, the Risk and Insurance Management Society, and as chair of the RIMS board audit committee.

Online CLE Form 990

Course Level:
   Intermediate

Advance Preparation:
   Print and review course materials

Method Of Presentation:
   On-demand Webcast

Prerequisite:
   NONE

Course Code:
   147510

NASBA Field of Study:
   Taxes - Technical

NY Category of CLE Credit:
   Skills

Total Credit:
    1.0 CLE

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About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

Founded in 1978, The Bonadio Group is a nationally ranked Top 40 CPA firm offering accounting, business advisory, and personal financial services to clients of all sizes. The firm’s professionals deliver practical, proactive, and innovative solutions to help clients reach their financial, compliance, management, and personal goals. Bonadio is the largest independent provider of audit, tax, and management advisory services in upstate New York—with offices in Albany, Batavia, Buffalo, Dallas, East Aurora, Geneva, New York City, Rochester, Syracuse, Utica, and Rutland, Vt. For more information, visit www.bonadio.com

Website: https://www.bonadio.com/

The mission of Church Mutual is to be the premier provider of insurance services in the religious institutional marketplace and other compatible markets. Church Mutual insures more religious institutions than any other company in the United States. Church Mutual’s focus is on serving faith-based organizations, including places of worship, camps, schools, senior living facilities, denomination and association offices, ministries, and an expanded underwriting appetite of other nonprofits and human services, consistent with Church Mutual’s core principle of “Protecting the Greater Good.”

Website: https://www.churchmutual.com/

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