Certain transactions involving related entities and individuals must be disclosed in the footnotes of an organization’s financial statements. In this session, we will guide you through best practices for identifying potential related party disclosures, determining when a transaction needs to be reported, and understanding when an organization’s financial statements must be consolidated with another entity.

Additionally, as the Form 990 is publicly accessible, it includes compensation details for your organization’s top officials and employees. We will cover the different categories of individuals who must be listed on the return, the types of compensation that need to be reported, and other disclosures that may be required each year. We will also address the types of related party transactions that should be disclosed, and when such transactions could pose potential issues for the organization.

Register on Eventbrite by clicking HERE.

PRESENTERS

• Joe Purvis, CPA | Shareholder
• Tax Speaker – TBD

WHO SHOULD ATTEND

• Board or committee members of a tax-exempt organization
• Individuals new to the not-for-profit industry
• Individuals considering forming a new tax-exempt organization
• Individuals needing a refresher on the basics of a charitable organization

EVENT INFORMATION

• Date: November 18, 2026
• Time: 9:00 a.m. to 11:00 a.m. PST
• Cost: $25 per person
• CPE: 2 credit hours
• Platform: Zoom Webinar