This training is aimed at 501(c)(3)’s who fill out Form Schedule A as part of their annual 990 reporting. As a public charity most organizations are required to measure public support over a five-year period. It is imperative that publicly supported charities have an understanding of Schedule A in order to continue as a public charity. The goal of this training is to dive deep into Schedule A with the hope that organizations can then be proactive instead of reactive regarding their public support test.
Learning Objectives
- Explore the theory behind the public support test
- Walk through Schedule A line by line for a deeper understanding of the two public support tests
- Discuss how Schedule A can be used as a planning tool for organizations
1 CPE Credit Hour in Accounting
Presenter
Amanda joined Wegner CPAs in 2019 as a Senior Manager in the firm’s Assurance Department. She joined our team with over 10 years of experience in public accounting and for the last 8 has concentrated in the not-for-profit tax area. Amanda’s experience includes serving a variety of clients including unions, publicly supported organizations, advocacy organizations, PACs, and government grant-funded organizations. She is passionate about advising organizations about how to be and stay tax-exempt. She also has extensive experience representing organizations in IRS audits with unrelated business income issues and applying for exempt status.
Other Information
- Group Internet Based
- Program Level: Basic
- 1 CPE credit hour in accounting
- No advance preparation required
- No prerequisites
- Refund, Cancellation, and Complaint Resolution Policy
