Topics for Tax-Exempt Organization Taxation Certification

The following tax certification material is what a tax professional should know to be considered well-learned in tax matters concerning nonprofit organizations. The tax professional who has successfully attained the following knowledge, we believe, will have demonstrated sufficient competence in nonprofit organization taxation.

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This nonprofit organization tax course provides accessible, comprehensive, and authoritative coverage of the relevant tax code and regulations as they pertain to the nonprofit organizations.  is designed to provide additional training for the tax preparer interested in serving clients of nonprofit organizations. Help clients keep their nonprofit's tax-exempt status and to stay out of IRS trouble. Keep ongoing and annual compliance requirements for nonprofits, which includes knowing the rules for charitable giving and cash donations, Form 990 and the annual IRS filing and disclosures.

Upon completion of this tax course, we will issue you a frame-able professional certificate of completion. In our effort to comply with and support the new IRS tax education requirements and efforts in the improvement of tax professional education, we wish you will consider completing all levels offered by our tax school. Tax professionals who study well and who successfully complete this nonprofit organization taxation training program with a grade point average of 90% or better can serve nonprofit organizations with confidence.      

To Register

List of Topics                                                                                                                                             Exams are cumulative.  

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    Topic Name                                                  
     
     
CHAPTER 1 Introduction to Tax-Exempt Organizations
CHAPTER 2 Distinctions Between Private Foundations and Public Charities
     
CHAPTER 3   Organizational and Operational Considerations
     
CHAPTER 4   Private Inurement, Private Benefit, and Intermediate Sanctions
     
CHAPTER 5   Engaging in a Trade or Business and Income from an Unrelated Trade or Business
     

Mid-Term

   
     
CHAPTER 6   Political and Legislative Activities of Public Charities
     
CHAPTER 7   Private Foundation Excise Taxes
     
CHAPTER 8   Exemption Application Procedures
     
CHAPTER 9   Annual Returns and Disclosure Requirements
     
CHAPTER 10   Charitable Contribution Deduction Requirements and Information for Donors
     
    Accounting and Business Ethics
     
Final    
     
     
     
   

 

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Revised: 04/30/14