IRS Form 4720 Reporting Updates

$219.00

SKU: 410773

Description

Be aware of potential filing and reporting obligations and be equipped to comply with them.
Nonprofit organizations, and particularly private foundations, are subject to a bewildering array of federal excise taxes designed to regulate their behavior. Congress continually adds new excise taxes for this purpose. The rules for navigating these excise taxes become denser and denser, and the IRS has been stepping up compliance through audit activity. This combination of more complexity, more compliance, and great potential penalties is a potentially toxic brew for the unprepared nonprofit organization and its tax advisors. This topic will help persons who deal with nonprofit organizations that are subject to excise tax regimes be aware of potential filing and reporting obligations and be equipped to comply with them.

Date: 2023-08-04 Start Time: 1:00 PM ET End Time: 2:30 PM ET

Learning Objectives

* You will be able to understand the purpose and scope of Form 4720.

* You will be able to describe the persons who may have Form 4720 filing requirements.

* You will be able to recognize undistributed income that is the potential subject of Form 4720 filings.

* You will be able to explain how to comply with the Form 4720 filing requirements.

Form 4720 Basics
• What Is a “Private Foundation”?
• How Do the Foundation Excise Taxes Work?
• What Are the Other Reportable Excise Taxes?

Outline of Chapter 41 of the Internal Revenue Code
• Code Section 4911
• Code Section 4912

Outline of Chapter 42 of the Internal Revenue Code
• Subchapter A • Private Foundation Taxes
• Subchapter C • Political Expenditures
• Subchapter D • Failure to Meet Certain Organizational Requirements
• Subchapter H • Excess Executive Compensation

What Transactions and Actions Result in a Form 4720 Filing Requirement
• Self-Dealing
• Undistributed Income
• Excess Business Holdings
• Jeopardizing Investments
• Taxable Expenditures
• Other Situations

Filing Form 4720
• Taxes on Organizations (Part I)
• Taxes on Managers (Part II-a)
• The Schedules

AIPB ,Enrolled Agents ,CPE ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Michael Lehmann-Dechert LLP