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TACS Workshop: The New Form 990

Presenter: Terry Miller, Director of Client Services, Leventhal Kline Management of Oregon

Beginning January 2008, the new Form 990 became a reality.

No need to panic! Join Terry Miller, dynamic national trainer on tax exemption issues, for an in depth look at the implications of the new 990 for your nonprofit.

In this full day workshop, Terry will review each section of the form, and schedules of interest to small and mid-size tax exempt organizations.

There are brand new requests on Form 990, and some requests that are just more formal than before. We'll explore all of these changes, and work on a list of record-keeping changes driven by the form. We'll take a long look at appropriate governance policies and implementation strategies, and how to protect your organization from unnecessary disclosures. Terry will translate the confusing Trigger Questions and explore the pros & cons of filing Form 990 EZ.

Together, we will interactively discuss:

  • What's new with Form 990
  • Governance questions and optimal answers
  • Additional schedules your organization or clients will need to file

Who should come?

  • Anyone preparing Form 990 for small to mid-size exempt organizations
  • Anyone keeping the records a tax-preparer will rely on
  • Corporate Secretaries and Treasurers, and the staff who support them
  • Executive Directors who want to understand what their Form 990 will tell the public
  • Funders who use Form 990 to understand nonprofits

Terry Miller has been active for seven years on the planning committee of the annual AICPA Not for Profit Industry Conference, and is widely recognized for his ability to make the torturesome twists and turns of 990 reporting entertaining as well as understandable.

Please note: We'll focus on small to mid-sized community-based organizations with straightforward arrangements, and will spend a larger portion of the day on the Governance questions than any other section. We will not explore complex high-compensation arrangements, hospital reporting, tax-exempt bonds, or organizational issues with for-profit enterprises.


Ecotrust Conference Center

721 NW 9th Avenue

(between NW Irving and Johnson)

Portland, Oregon

Click here for driving and parking directions

Date: December 11, 2008

Time: 8:30 am - 4:00 pm

Sponsored by: Qwest

Admission: $150.00

Registration includes continental breakfast and lunch

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