Jones & Roth Nonprofit Roundtable: Form 990

Join Kari Young, CPA and Senior Manager at Jones & Roth as we discuss what’s new on the 2014 Form 990. Topics include: • What the IRS is looking for • The 990 as a marketing tool • Triggers and considerations for the required supplemental schedules • Overview on unrelated business income Thursday, July 23, 2015 starting at 3:30PM in the Eugene Offices of Jones &...

Top 10 Tax Issues Your Nonprofit CFO & Board Need to Know

Event Schedule: 7:30 a.m. – Presentation & Continental Breakfast 9:30 a.m. – Networking A substantial financial asset of a charitable organization is its tax exempt status, yet leadership often places little attention toward this asset. Ensure your organization fully understands your tax exempt status and how to protect and maintain it. This session will explore what it takes to qualify as a tax exempt charity and the top ten tax issues that you and your board should understand for appropriate tax oversight: Underreporting of unrelated business taxable income Employment tax issues including executive compensation, retirement plans, and Healthcare Reform Form 990 issues Identity theft: Due diligence and remedies Limits on lobbying and the prohibition against political campaign intervention New regulations for Type III supporting organizations When is it useful to establish a separate entity? International issues What procedures should be followed for an IRS audit? Governance Cost: $50 / NAO Members will receive a $25 discount when registering. Register...