2 Webinars To Review The Form 990-PF And IRS Form 941

Private Foundation Issues and Form 990-PF

Presented by Tracy Paglia, CPA

Private foundations have many complex rules and potential traps for those managers and preparers unaware of the rules. This session provides an overview of the Form 990-PF and basic information regarding excise taxes, potential penalties and their implications for the completion of Form 990-PF. Learn the differences between non-operating (grant-making foundations) and operating foundations and planning suggestions for maximizing donor deductions. Receive an overview of the expenditure responsibility requirements for foreign grants and grants to domestic private foundations and the income distribution calculation.

Form 941 for 2018: All You Need to Know

Presented by Vicki M. Lambert, CPP

Form 941 is the link between your payroll records and the IRS tax records. It is one of the most important compliance areas that the payroll department must navigate and it must be done correctly down to the penny. Proper administration of this vital form is critical if you want to avoid IRS Notices and the penalties and interest that accompany them.

This webinar covers the IRS Form 941 and its accompanying Form Schedule B for 2018. It discusses what is new for the form in 2018 and covers the requirements for completing each form line by line. It includes the filing requirements and tips on reconciling and balancing the two forms. The webinar also covers the forms used to amend or correct the returns.


Tracy Paglia, CPA, is a tax partner with Moss Adams LLP. She has over 21 years of public accounting experience identifying and meeting the tax and consulting needs of Not-for-Profit and exempt Healthcare clients, their for-profit affiliates, and donors. Her expertise includes areas such as attaining, maintaining and termination of tax-exempt status, preparing and analyzing the Form 990, state registration and filing requirements, intermediate sanctions, compensation issues, forming an operation in joint ventures and for-profit subsidiaries, and charitable planning options for donors.  



Vicki M. Lambert, CPP, is President and Academic Director of The Payroll Advisor™, a firm specializing in payroll education and training. The company’s website www.thepayrolladvisor.com offers a payroll news service which keeps payroll professionals up-to-date on the latest rules and regulations. With over 35 years of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert has become the most sought-after and respected voice in the practice and management of payroll issues.

This webinar package provides an overview of the Form 990-PF and basic information regarding excise taxes, potential penalties and their implications for the completion of Form 990-PF, The IRS Form 941 and its accompanying Form Schedule B for 2018 and it also provides the attendee with the basic knowledge of how to complete the Form 941-X. And to ensure the attendee knows when a Form 941-X is required.

The webinar format is 1-1.5 hours of audio-visual presentation, including a brief Q&A session.

This webinar bundle includes below 2 recorded webinars:

Form 941 for 2018: All You Need to Know
Private Foundation Issues and Form 990-PF


  • $100.00