Related Party Transactions & Compensation

We invite you to join us on Wednesday, Nov. 19, 2024, for the Not-for-Profit Essentials: Related Party Transactions & Compensation webinar. Certain transactions with related entities and individuals are required to be disclosed in an organization’s financial statement footnotes. We will help you with best practices for discovering potential related party disclosures, when a transaction may need to be disclosed in the financial statements, as well as when an organization’s financial statements require consolidation with another entity. 

 Additionally, with the Form 990 open to public disclosure, so too is the compensation of your organization’s top officials and employees. We will discuss the different categories of who needs to be listed on the return, what compensation to report, and additional disclosures that may be required in any given year. We will also identify what types of related party transactions may be disclosed and when those transactions may be problematic for the organization. 

PRESENTERS

• Joe Purvis, CPA | Principal
• Sarah Huang, CPA, MST | Principal

WHO SHOULD ATTEND

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

EVENT INFORMATION

• Date: November 19, 2024
• Time: 9:00 a.m. to 11:00 a.m.
• Cost: $25 per person
• CPE: 2 credit hours
• Platform: Zoom Webinar

Host or Publisher Clark Nuber PS