Not-for-Profit Knowledge Network: A Deeper Dive Into the Form 990 and Underlying Support Documentation (1 hour - morning) – Webcast

Add to Calendar

Dec 1, 2021

Registration: 7:15 AM / Program: 8:00 AM - 9:00 AM Pacific Time

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

OSCPA Members – One hour FREE CPE offered at each knowledge network!

The OSCPA Not-for-Profit Knowledge Networks offer a great opportunity to explore important not-for-profit topics in one-hour informal discussions with experts and peers – and to obtain valuable CPE.

This course is available as part of the Not-for-Profit Knowledge Network Webcast Bundle. Register for the 5-hour Webcast Bundle – Click Here.

Developed by OSCPA Not-for-Profit Strategic Committee.

Designed For

The OSCPA Not-for-Profit Knowledge Network (KNET) is designed for OSCPA members working with and within the not-for-profit sector.

Objectives

To provide an overview and update of important issues impacting the not-for-profit arena.

Major Subjects

This course will discuss this public document (Form 990), areas that may raise a red flag as risks to exempt status, related organizations and compensation disclosure, and the public support test. We will also run through some of the Yes/No questions and how to keep them updated with current documentation that the IRS may ask for under IRS audit in the future. Finally, we will discuss ways to better collaborate between the audit and tax teams to leverage information that could be relevant for both areas.

This event is member only - you must be logged in as a member in order to add it to your cart.


Leaders

Wendy Campos

Wendy Campos, CPA has been in public accounting and with Moss Adams since 2000. Before starting her career in public accounting, she worked for a not-for-profit organization for five years. Wendy’s focus is on serving not-for profit organizations including colleges and universities, hospitals, foundations (both private and public), and social service organizations. She is a trusted business advisor to her clients providing tax compliance and consulting in the areas of unrelated business income, related organizations and taxable subsidiaries, excess benefit transactions, the Forms 990 and 990-T, compensation reporting, and payroll tax issues, such as housing allowances, spousal travel, club dues and memberships, deferred compensation, Forms 1099 and 1098-T, Forms 941-X and W-2C, and employer-provided cell phones and automobiles. Wendy oversees the tax compliance and consulting work for the majority of our tax-exempt higher education clients in the Northwest. Wendy is a member of Moss Adams’ Government, Not-for-Profit & Regulated Entities Group, Health Care Services Industry Group, a member of the Group’s Tax Committee, and the firm tax leader of the not-for-profit practice. She is also a member of the AICPA and OSCPA and is a frequent speaker at the national and local level on tax-exempt tax topics, including the NACUBO Tax Forum and NACUBO’s UBIT Conference.

(4/11/16)

Magdalena Elliott

Maggie Elliott, CPA has practiced public accounting since 2014, providing tax compliance and consulting services to taxable and exempt organizations. She has consulted on the public support test, unrelated business income, self-dealing, the minimum distribution requirement, grantmaking, and program-related investments. Prior to joining Moss Adams, she worked as an analyst for HSBC. She is a licensed CPA with the state of Oregon, specializing in not-for-profit organizations. She has co-presented and co-led board training on private foundation technical topics and authored several insights and articles.

(8/19/21)