Tips to ease the stress of Form 990 preparation

Hosted by Ken Tysiac

IRS Form 990, Return of Organization Exempt From Income Tax, is a complex, comprehensive form that can be a big challenge for a not-for-profit organization to prepare. Brian Yacker, CPA, J.D., managing partner of YH Advisors, describes best practices for a stress-free and compliant preparation of Form 990. Yacker also is a member of the AICPA Not-for-Profit Advisory Council. (Visit the AICPA Not-for-Profit Section to find more information on not-for-profit tax compliance topics.)

What you’ll learn from this episode:

  • Whether your organization should be filing Form 990-N, Form 990-EZ, Form 990-PF, or Form 990, and where to go to make sure you understand key terms used in the form.
  • Best practices for preparing Form 990 in the proper order.
  • What to look for when reviewing Form 990.
  • How to make sure you are filing Form 990 correctly.

Play the episode below:

To comment on this podcast or to suggest an idea for another podcast, contact Ken Tysiac, the JofA’s editorial director, at