TOPIC: Tax Issues of Not for Profits

Seminar Description:  You have the opportunity to take on a new client, but the client is not a for-profit business.  What forms will you need to file and when? What special considerations do you need to be aware of in advising the client? Join us for a review of tax issues of not for profits, and broaden your expertise and potential client base.

Learning Objectives:

• What are the different types of not for profit organizations? 
• How to receive a 501(c)(3) designation?
• When to use each form in the Form 990 Series (990, 990N, 990EZ)
  
• A walk through Form 990
• What are the pitfalls in non-profit tax reporting?
  
• Unrelated Business Income Tax
  
• Issues related to political lobbying

OUR FEATURED SPEAKER

Emily Aprea, EA

Emily Aprea has over 24 years experience in tax preparation, including 16 years as an Enrolled Agent licensed by the Internal Revenue Service to represent clients before all IRS administrative levels for audits, collections, and appeals.  She is currently a self-employed tax practitioner in Berkeley Heights, NJ. Emily’s tax practice includes many high net worth individuals, small business owners and nonprofits whose tax issues require specialized knowledge.  Emily is also the CFO and SVP of Strategy for the Summit Area YMCA.  She has presented workshops in subjects ranging from basic income tax preparation to assisting others preparing for the enrolled agents examination.  Currently, Emily is a member of education committee of the New Jersey Society of Enrolled Agents. Emily lives in Berkeley Heights NJ with her husband.  

 

CE Credits: 2 IRS CE or  2 CFP® CE or 2 CPA CPE

 

Register Now!