IRS & Other Required Filings

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One of the key responsibilities that finance staff must undertake is the filing of necessary state and federal forms. This session will cover IRS Form 990 & 990T, solicitation & gaming licenses, UBIT (unrelated business tax), annual state filings. We will also walk you through how the latest federal tax reform will affect filing as well as the new taxes being implemented on foundations.


Angela Crawford, senior tax manager, Blue & Co, LLC

Angela is a senior tax manager at Blue & Co, LLC, focusing on exempt organizations and their compliance and consulting issues.  She works with a variety of organizations, including charitable service organizations, foundations, fraternities, social clubs, and business leagues.  She currently serves on the AICPA's Exempt Organization Tax Resource Panel.  She has previously served on the Indiana CPA Society's Leadership Cabinet and various not for profit boards.


CMF Members: $35
Nonmembers: $50

Hosted by Indiana Philantrhopy Alliance and originally published June 12, 2018

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