Form 990-PF - Parts IX-XIV
Provider: CeriFi Checkpoint Learning
Taxes
3 CPE Credits
Intermediate
QAS self study
IRS EA Federal Taxation
Private foundations are a popular tax-saving technique among families with large estates. This course, along with the two companion Form 990-PF courses were designed to provide a basic but thorough discussion of private foundations and their federal tax compliance requirements. This course covers Parts IX - XIV of the form including minimum investment return, analysis of income-producing activities, and schedule of contributors. This intermediate-level course is most appropriate for the professional with detailed knowledge of private foundations or the professional seeking to expand his or her knowledge base and who may be at a mid-level position within an organization with operational or supervisory responsibilities, or both.