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Comprehensive Guide to Form 990-PF  

CATEGORY: Taxation
COURSE ID: CP990F, VERSION 4.00
(45)
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12 CPE Credits

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. 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 intermediate level course is most appropriate for the professional with detailed knowledge in private foundations and IRS Form 990-PF, Return of Private Foundation, or the professional seeking to expand his or her knowledge base and who may be at a mid-level position within an organization with operational or supervisory responsibilities, or both.

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