The Form 990-PF is complex and not intuitive. This workshop will provide an overview of the form, and how the various parts work together within and across tax years. In addition, it will also take a detailed case study approach to
guiding participants through some of the more challenging areas of preparing the Form 990-PF. Areas of focus include: reporting receipt and disposal of appreciated stock using various accounting methods; reporting of direct
charitable activities; managing the variable excise tax rate; and reporting grants to non-public charities.
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