Checkpoint Learning

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Comprehensive Guide to Form 990-PF  

CATEGORY: Taxation
  Online & Mobile
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 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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