Form 990 is an important document for your organization and your clients. This webinar will review the various schedules within Form 990 and cover some common errors in the preparation of the form. This webinar will also discuss some common UBI revenue streams and other tax compliance issues faced by non-profit organizations.
Learning Objectives:
- Identify areas in the 990 that need more attention during preparation/review
- Recognize ways in which the 990 is used by various individuals/organizations
- Evaluate potential UBI and/or other tax compliance issues for your organization/client
Jeanette provides tax services to various taxable and nontaxable entities, primarily serving exempt organizations and healthcare entities. Her services include federal annual returns, IRS applications for exemption, and other IRS correspondence, as well as guidance and research to help exempt organizations comply with dynamic requirements and reporting.
She has more than eight years of experience in federal tax compliance and has worked with business clients in various industries, including manufacturing, service, real estate, and information technology. She also has worked with large hospital systems that include entities organized as partnerships, corporations, trusts, and exempt organizations.
Prior to joining FORVIS, Jeanette served as a senior accountant at a national accounting firm, focusing on nonprofit compliance.
She is a member of the American Institute of CPAs, TXCPA, American Health Lawyers Association, Healthcare Financial Management Association Lone Star Chapter, and Dallas Regional Chamber Young Professionals.
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