The Knowledge Congress

Recently, the Internal Revenue Service released a revised draft of the Form 990 (the information return filed by most tax exempt organizations). The latest Draft is the first complete overhaul of this form in many years. The new form attempts to be more transparent to both the IRS and other readers of the form. To achieve this transparency, exempt organization must now provide much more information.

The Knowledge Congress has assembled a panel of distinguished experts to assist you in understanding this new form. The panel will discuss the form - its history, its implications and how to comply and understand its new features.

Featured Speakers for Form 990 Overhaul:

Event Talking Points (click to view more)

I. IRS Actions To Date Re 990
   > Drafts
   > Comments and changes
   > Final Core Form and Schedules
         - Structure
         - Legal requirements versus best practice and transparency
         - Schedule O – describe and explain
   > Instructions
         - When released
         - Substantive areas to be covered
         - Opportunity for comment
         - “Educational” content versus how to fill it out
   > Transition relief for Schedules H and K
   > Separate entity reporting versus consolidated reporting
   > Retention of ability to file group returns
II. Core Form, Part VI – Governance
III. Schedule D, including FIN 48 footnote disclosure
IV. Schedule H
V. Schedule J
VI. Schedule L
VII. Schedule R
VIII. Schedule N
IX. Role Form 990 plays in enforcement and policy review
X. Case Study – How CEO Compensation shows up on Form 990B
XI. Case Study – How Joint Venture shows up on Form 990

Wealth & Tax Advisory Services, LLC
Frank D. Giardini
Managing Director, Mid-Atlantic Exempt Tax Practice
speaker bio »»

PricewaterhouseCoopers LLP
Kaye B. Ferriter
Managing Director, Exempt Organizations Tax Services Group
speaker bio »»

Ernst & Young, LLP
Jeanne M. Schuster
Executive Director - Tax Exempt Organizations
speaker bio »»

Jones Day
James R. King
Partner, Chair of the Health Care Practice's Tax-Exempt Organization and Corporate Governance Team
speaker bio »»

Who Should Attend?

Accountants, Financial Officers, Senior Officers, Tax-exempt Auditors, Tax-exempt Organization Lawyers, Nonprofit organization executives.

Why Attend?

This is a must attend event to hear the up-to-the-minute updates on Form 990 Overhaul
- New guidance explained by the most qualified key leaders & experts
- Hear directly from key regulators & thought leaders
- Interact directly with panel during Q&A

Registration Information

** Discounts Apply for early registration

Form 990 Overhaul Speaker Firms:

ERNST & YOUNG, LLP

PRICEWATERHOUSECOOPERS LLP

Form 990 Overhaul Speaker Firms:

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