IRS Form 990, Form 990-PF & Other Charity Filings: The Rules, Risks, & Opportunities

Date:
June 10, 2025
Time:
9:30 am – 11:00 am
Location:
Live Webcast

Nick Porto will be presenting with MCLE New England on IRS Form 990, Form 990-PF & other charity filings with Sharon Lincoln (Casner & Edwards LLP) and Melissa Sampson McMorrow (Nutter McClennen & Fish LLP). In this engaging new program, the panelists cover the basics related to tax exempt organization filing requirements with the IRS, the attorney general, and other regulators. They also discuss common pitfalls and valuable opportunities related to these regulatory filings. Bring your questions!

Agenda

  • Why Filing the Form 990/Form 990-PF Is So Critical
  • The Nuts and Bolts of Key Sections
    • Governance
    • Compensation
    • Related party transactions
  • Strategic and Tactical Insights Related to the Form 990
  • Distinguishing Features of the Form 990-PF
  • Common and Potential Pitfalls When Completing the Forms
  • Overview of Other Key Filings for Tax-Exempts
    • Unrelated business income—Form 990-T
    • Changing your classification—Form 8940
    • Accepting and disposing of gifted assets—Forms 8283 and 8282
    • Reporting violations—Form 4970
    • State and Local Considerations
  • “Ask the Experts” Q&A Session

Learn more about MCLE New England’s pricing here.

BNN Events and publications are intended to provide general information to our clients and friends. It does not constitute accounting, tax, or legal advice; nor is it intended to convey a thorough treatment of the subject matter. The content included here is accurate as of the date it was published. Please contact Baker Newman Noyes for additional assistance.