Presentation
December 1, 2022
1:00 pm - 2:00 pm
virtual

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Form 990 Tips and Tricks

GRF’s distinguished tax experts, Richard Locastro and Katelyn Miller will answer your 990 questions and provide insight into the issues and challenges they are seeing in their practices. In uncertain economic times, the challenges to maintain and increase funding can difficult. As donations of cryptocurrency and NFTs increase, understanding the implications to your organization and its Form 990 is important.

Your Form 990 can be a significant asset in helping your organization attract funding. This practical discussion on Form 990 prep issues and tips will enable you to put your best foot forward in challenging times.

Learning Objectives:

  • Understand issues that continue to challenge 990 preparers and filing organizations.
  • Determine best practices and practical applications for the Form 990

This session is being presented as part of the 2022 GWSCPA Nonprofit Symposium. After the presentation, it will be available as re-broadcast of the Symposium. The rebroadcast sessions are found in an archive here under CPE On Demand & Rebroadcast tab. Please note that the Symposium website and the sessions under it are available only to Symposium registrants.

For 2022, GWSCPA is unveiling their take on the hybrid conference model, combining the best aspects of convenient virtual learning with some long-awaited and engaging face to face content and networking. Starting in October, GWSCPA will have regular twice-weekly virtual sessions. This format is perfect for more technical topics, which require focus and time to digest. Then on Monday December 12th, GWSCPA will offer another big day of virtual sessions to choose from to ensure no important topics are missed. Finally, attendees get to the traditional full-day in-person event on December 13th where GWSCPA will feature all the “big idea” sessions, ample networking time during breakfast, lunch and a closing reception, and access to all the sponsor resources that conference attendees can’t wait to enjoy again.

Speakers

Richard Locastro

Richard J. Locastro, CPA, J.D.

Partner and Director, Nonprofit Tax

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Katelyn Miller

Katelyn Miller, CPA, MST

Principal, Nonprofit Tax

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