Form 990 Deep Dive: Case Studies, Pitfalls, and Practical Lessons (PRE-CONFERENCE WORKSHOP | ONSITE ONLY) (GOV26101)
Primary Presenter: Jessica Sayles, CPA, Managing Principal, HRC
Primary Presenter: Dave Moja, CPA, Moja & Company
Primary Presenter: Brian Yacker, CPA/JD, Principal, Nonprofit Tax, Baker Tilly Advisory Group
This session provides an in-depth exploration of Form 990, shifting the focus toward real-life narratives shared by seasoned presenters. Moving beyond basic reporting, experts will detail the complex intersections of tax compliance, governance, and operational transparency through the lens of actual IRS and client encounters. Presenters will share specific "war stories" to illustrate common reporting pitfalls and provide practical, field-tested lessons for maintaining an organization’s tax-exempt status while effectively telling its financial story.
Conference Focus Areas: Not-For-Profit | Single Audit | State & Local Government | Yellow Book