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 of private foundations 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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