Checkpoint Learning

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Comprehensive Guide to Form 990-PF  

CATEGORY: Taxation
Online & Mobile, Download
7 CPE Credits
Level: Basic

Private foundations are becoming a very popular tax-saving technique among families with large estates. This course has been designed to provide a basic but thorough discussion of private foundations and their federal tax compliance requirements. In that, the program covers how to determine an organization's status in the not-for-profit universe and the advantages and disadvantages of that status, including the multitude of rules regarding acts of self-dealing, mandatory distributions, excess business holdings, jeopardizing investments, and taxable expenditures. NOTE: This course has been updated for the relevant 2018 provisions of the Tax Cuts and Jobs Act and Bipartisan Budget Act, when and if applicable. This course is most beneficial to professionals new to IRS Form 990-PF who may be at the staff or entry level in organization but also for a seasoned professional with limited exposure to the tax return for private foundations.

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