Engaging the board members is critical to the success of your nonprofit organization, and their involvement is especially crucial when it comes to preparing your Form 990. This course will provide extensive insight into how to prepare Form 990, including common errors made when preparing it. We’ll highlight areas to focus on, what to watch out for during your preparation, and the importance of a board member review. Additionally, we’ll review the role of non-profit watchdog organizations. Those who attend this course will leave with a Form 990 compliance checklist.
Learning Objectives:
CohnReznick
Partner, Practice Leader Exempt Organizations Tax Services Practice
[email protected]
Lori Rothe Yokobosky, CPA, MST, Partner, Practice Leader, Exempt Organization Tax Services, is a partner in CohnReznick’s Parsippany office with more than 20 years of experience in the field of public accounting. Lori has dedicated the past ten years of her career to the Firm’s Not-for-Profit and Education Industry Practice where she helps her clients address a variety of tax issues. Within this practice, she specialized in working with associations, higher education institutions, private foundations, affordable housing entities and healthcare organizations.
Lori has not-for-profit expertise in ASC 740-10 (FIN 48) analyses and the reporting requirements governing contributions, compensation of board members, trustees and key employees, unrelated business taxable income, lobbying costs, and the public support test.
CohnReznick
Exempt Organizations Tax Services Director
[email protected]
(310) 843-8226
Jola Tuck, CPA, MSA is a Director in CohnReznick’s Braintree office with more than 15 years of experience in the field of public accounting. As a member of the Firm’s Not-for-Profit and Education Industry Practice Jola focuses her practice on tax-exempt organizations. She specialized in working with nonprofit organizations of all sizes and in a variety of fields including human and social services, affordable housing and community development, health care, education, and private foundations.
Jola specializes in tax issues that are unique to tax-exempt organizations, such as unrelated business taxable income, obtaining and maintaining tax-exempt status, and the public support test.