In Person: Form 990 Update

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Tuesday, August 26, 2025 @ 8:30am 4:30pm
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Description

Best Practice Tips & Tricks to Effectively Preparing Form 990

This full-day presentation will focus on providing guidance to most effectively and efficiently prepare/review the Form 990, including addressing the following components of the Form 990:

  • Program service activities
  • Governance issues
  • Executive compensation
  • Statement of Revenue (including unrelated business income)
  • Statement of Functional Expenses
  • Public support test
  • Special events
  • Insider/Related party transactions

Additionally, attendees will be able to receive answers to whatever Form 990 questions you have.

Credits

Category Amount
Taxation 8.00

Would you prefer to receive printed materials in addition to electronic materials?

Links to the e-materials will be listed with your course registration in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available.

If you request printed materials, they will be available for pick up at the registration desk on the date of the class. The option to request printed materials is only available up to 5 business days prior to the course date. Walk-in registrants and those registering between 1 and 5 days before the course will be sent an electronic link to the e-materials by default. “Extra” printed course materials will not be available on site. Printed materials are not available for conferences.



Leaders

Brian Yacker

Brian Yacker

Brian, a tax partner in Baker Tilly's Orange County, California office, specializes in non-profit organizations. Brian received his Bachelor of Science, finance and marketing, at the University of Virginia (Charlottesville, Virginia) and his Juris Doctor from Indiana University School of Law (Bloomington, Indiana). Brian has nearly 30 years of experience providing tax, legal and accounting services and solutions to all types of non-profit organizations, including public charities, private foundations, university auxiliaries, social clubs, business leagues, labor organizations, social welfare organizations, water districts, athletic organizations, social services entities, hospitals, bids, veterans organizations. Brian provides reasonable compensation studies, lobbying studies, governance consulting, public support test consulting, unrelated business income studies, special events consulting, state charitable solicitation registration services and insider transaction analyses. Brian is a member of the American Institute of Certified Public Accountants (AICPA), American Bar Association (ABA) Exempt Organizations Committee, Board of Directors for the TE/GE EO Council, AICPA EO Tax Technical Resource Panel, and AICPA Non-profit Advisory Committee.