This training is aimed at 501(c)(3)’s who fill out Form Schedule A as part of their annual 990 reporting.  As a public charity most organizations are required to measure public support over a five-year period.  It is imperative that publicly supported charities have an understanding of Schedule A in order to continue as a public charity. The goal of this training is to dive deep into Schedule A with the hope that organizations can then be proactive instead of reactive regarding their public support test.

Learning Objectives

1. Explore the theory behind the public support test
2. Walk through Schedule A line by line for a deeper understanding of the two public support tests
3. Discuss how Schedule A can be used as a planning tool for organizations

1 CPE Credit Hour in Accounting

Presenter

Amanda joined Wegner CPAs in 2019 as a Senior Manager in the firm’s Assurance Department. She joined our team with over 10 years of experience in public accounting and for the last 8 has concentrated in the not-for-profit tax area. Amanda’s experience includes serving a variety of clients including unions, publicly supported organizations, advocacy organizations, PACs, and government grant-funded organizations. She is passionate about advising organizations about how to be and stay tax-exempt. She also has extensive experience representing organizations in IRS audits with unrelated business income issues and applying for exempt status.

Other Information

• Group Internet Based
• Program Level: Basic
• 1 CPE credit hour in accounting
• No advance preparation required
• No prerequisites
• Refund, Cancellation, and Complaint Resolution Policy