Complimentary for Members

On-Demand Self-Study

Navigating the New Form 990-T, Business Income Tax Return - Exempt Orgs Conf 2021 - 12/15/2021

Setting the platform for the dynamic tax exempt environment and effects of COVID-19 and the new landscape it brings. This conference will address latest news in our exempt organizations industry, including accounting issues, legal issues, warning signs

On-Demand Self-Study
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    Instructor

    Heather
    Leggiero

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    Ms. Heather Leggiero, CPA

    Bio
    Heather is a partner on the firm’s Tax Team, former Albany Tax Team Leader, and current lead tax partner in charge of our Not for-Profit Tax-Exempt Group. She has over 22 years of experience in tax compliance and consulting services in public accounting. Her degrees in both accounting and law makes her an integral part of our client service team. Outside the office, Heather enjoys spending time with her children, Sarah and Ben, whether it is reading the latest novels with her daughter or traveling around the country to watch her son play in hockey tournaments. Besides reading, going to the beach and tutoring, she enjoys volunteering at Martinez Middle School’s PTA and Howard W. Blake’s Visual Arts Program. Her favorite firm memories are the Albany Tax Team outings.

Learning Objectives

  • The Tax Cuts & Jobs Act (TCJA) and the COVID-19 pandemic legislation have made a tremendous impact on those tax exempt organizations that have unrelated business income (UBI). As a result, the Form 990-T has gone through several changes leading to the 2020 Form 990-T. This session will discuss: An overview of the TCJA and COVID related legislative changes and subsequent guidance
  • The impact these changes have on the Form 990-T reporting
  • Other changes to filing the Form
  • Compliance and planning tips on preparing the Form

CPE Credits Available

0
Taxation (NYSED) (Taxation) - NASBA

Things to Know About This Course

Course Level

  • Update

Prerequisites

None

Advanced Preparation

None

Intended Audience

Executive Directors, CFO’s, COO’s, Controllers, Board Members, consultants, accountants and attorneys in Exempt Organizations

Provider

Foundation for Accounting Education

This can not be purchased at this time.