Upskilling tax professionals on essential topics in partnership taxation.
Learning Objectives
- Learning Outcomes
- Apply preparation techniques in order to complete a set of NFP financial statements, a budget, a strategic plan, and the core IRS Form 990 and supplemental materials.
- Analyze financial statements to assess an NFP’s financial health.
- Use facts and circumstances to determine whether a tax-exempt organization has reporting requirements or a tax liability for unrelated business income tax (UBIT).
- Apply techniques to effectively steward an NFP's resources to achieve mission success, including performance measurement, risk assessment and response strategies, benchmarking, cash flow management, and forecasting.
- Identify a process to assess, design, implement and monitor internal controls.
