Clark Nuber wrote the Form 990 Compliance Guide, which is published by CCH, a Wolters Kluwer business. This is available as an interactive online guide for preparing the annual Federal Form 990 and 990-EZ for tax-exempt organizations, in addition to paper form. Click here for additional information and discount code for use in purchasing a paper copy.
Clark Nuber wrote the Private Foundation Handbook and Compliance Guide in 2021. Published by CCH, a Wolters Kluwer business, this publication focuses on completing the Form 990-PF as well as issues a private foundation may face, ranging from accounting procedures to grantmaking to transactions with those involved with the foundation. Click here for additional information and a discount code if purchasing a paper copy.
Clark Nuber and Eve Borenstein* have created a cloud-based Reasonable Efforts Questionnaire to help you meet the criteria used in the IRS’ “reasonable efforts” examples in the Form 990 instructions. This questionnaire is an interactive tool that helps you determine who should receive the questionnaire and creates individualized questionnaires for each recipient, depending on their position with the organization. The questionnaires can be printed or distributed electronically.
Click here to see an example Questionnaire.