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Disclosing Managers / Compensation on Core Form 990 & Sch. J

 Wed, 02/24/2021 from 12:30 pm to 2:30 pm
21 / 2-50899
Registration Status: CLOSED -- Please contact the VSCPA at [email protected] or (800) 733-8272 for availability.
$79.00 Regular Registration
Designed For:

Public accounting tax and audit staff, and nonprofit organization's Treasurers, CFOs and finance/compliance staff


Reporting Managers & Their Compensation: Form 990 Part VII-A (or some experience with the basics of Core Form Part VII-A and its instructions)

The 2nd sequencing step in preparing a Form 990 is identifying "current" Trustees-Directors and Officers as well as POTENTIAL Key Employees and, finally, current High 5's and "formers". To do this, and to complete the relevant Core Form and Schedule J Parts that result, one must know what is "reportable compensation," applicable compensation exceptions, and the specific thresholds for Key Employees, High 5's, and "formers." The 990 discloses both all Trustees-Directors, Officers and Key Employees (a/k/a "TDOKEs") and High 5s and reports ALL amounts of "reportable" and "other" compensation provided to them by the filer and related organizations. If all of that seems exhausting, take heart! Eve Borenstein, who has been long-referenced (including by Congress) as "the Queen of the 990" for her understanding of and ability to explain the 2008-and-forward complexities of the 990, particularly with respect to Part VII reporting, here provides her extensive materials and practical tips on ALL of the relevant definitions, exceptions, and reporting demands for both Part VII-A of the Core Form and the Schedule J's Part II. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.