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Tax exempt organizations

About this topic

Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources - primarily focused on US tax - are designed to help CPAs understand the knowledge and skills necessary to address the needs of their clients and firms.

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Form 990: Mastering Its Unique Characteristics

Gain an understanding of the tax and practical points essential to the appropriate completion of the Form 990 and receive guidance on advising exempt clients on the...

Webcast Tax & regulatory Intermediate

Tax Staff Essentials, Level 2 - Experienced Staff

Level 2 is designed for junior tax staff who want to take on a wider variety of firm engagements and establish a supervisory role within the firm. This level will...

Course – Online Formation, liquidation & reorganization Intermediate

Form 990: Mastering Its Unique Characteristics - Tax Staff Essentials

Take a closer look at the numerous tax reporting demands the 990 imposes, including how to respond to its inquiries.

Course – Online Reporting & filing requirements Intermediate

5 Things You May Not Know About IRS Form 990

This blog post discusses five things you may not know or may have forgotten about Form 990,

Article Reporting & filing requirements Intermediate

Telling the not-for-profit story through Form 990

​Donors, lenders, and other stakeholders rely on the nonprofit's filing. This article discusses how to tout the organization's accomplishments using the form.

Article Management & disclosures Intermediate

Repair Regs Flowchart

​This flowchart will assist in the determination on when to capitalize or expense a purchase/item.

Article Deductions Foundational