CPE & Events Catalog
Don Farmer's Tax-Exempt & International Forms VIRTUAL
This intermediate-level course provides a focused review of federal reporting requirements for tax-exempt organizations and selected international information returns. Participants will examine key compliance components of Form 990, including governance disclosures and unrelated business income considerations, as well as commonly encountered international reporting forms such as Forms 5471, 8865, and 8938. The course emphasizes reporting mechanics, disclosure requirements, penalty exposure, and common filing errors. Practical examples highlight areas of heightened IRS scrutiny and documentation considerations.
Learning Objectives
Upon completion of this course, participants will be able to:
1. Distinguish unrelated business income reporting considerations
2. Recognize filing triggers and reporting requirements for selected international information returns
3. Analyze common compliance risks and penalty exposures associated with tax-exempt and international forms
4. Identify common preparation errors and documentation weaknesses
Highlights
This intermediate-level course provides a focused review of federal reporting requirements for tax-exempt organizations and selected international information returns. Participants will examine key compliance components of Form 990, including governance disclosures and unrelated business income considerations, as well as commonly encountered international reporting forms such as Forms 5471, 8865, and 8938. The course emphasizes reporting mechanics, disclosure requirements, penalty exposure, and common filing errors. Practical examples highlight areas of heightened IRS scrutiny and documentation considerations.
Field of Study: Taxation
Who Should Attend
CPAs and tax professionals who prepare or review Form 990 filings or encounter international information reporting requirements in client engagements and seek a practical review of reporting mechanics and compliance considerations.
Required Knowledge
Working knowledge of federal income taxation and familiarity with business entity tax reporting.
