Exempt organization returns from start to finish: Form 990, key schedules, public support, and unrelated business income.
Theory + practical training + case studies + activities + simulations + software
Day 1
Practice: Classify sample organizations and select the correct return.
Day 2
Practice: Prepare the financial parts of a Form 990 from a trial balance.
Day 3
Practice: Complete the governance and compensation sections for a sample charity.
Day 4
Practice: Run a five-year public support calculation.
Day 5
Practice: Complete a Form 990 case study, including a Form 990-T issue.
We don't just teach the rules. This program includes practical training, case studies, activities, simulations, and hands-on software training.
Code sections, forms, and the reasoning behind each rule.
Hands-on preparation from realistic client source documents.
Real-world fact patterns worked from start to finish, then discussed.
Group exercises, quizzes, and error-spotting drills that keep every concept active.
Mock client files, review notes, and deadlines that mirror busy season.
Data entry, diagnostics, and e-file steps in the software your team uses.
Hands-on sessions run in the platforms your team uses. See all software
Exempt organization returns in professional and dedicated filing software.
Source document intake, workpapers, and tracking a return through review.
Finding, reading, and documenting authority for a tax position.
Two decades training tax teams and building US tax practices
Vijay Narayandas has spent over two decades training tax teams and building US tax practices that deliver. He has hired hundreds of professionals, interviewed thousands, and coached them into reviewers and leaders.
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