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Events

State-chartered credit unions (SCUs) are required to file Form 990, Information Return of Organization Exempt From Income Tax. In an effort to enhance transparency and promote compliance, the Internal Revenue Service (IRS) has completely redesigned Form 990 beginning with the 2008 filing year.

State regulators asked NASCUS to organize training for SCUs on completing the revised Form 990. NASCUS asked Kevin Fincher, Clifton Gunderson LLP, to join us on November 19 to help SCUs gain an understanding of the new Form 990 and its filing requirements.

The webinar will include discussion on compensation reporting, new management and governance disclosures and an update on additional reporting requirements. Even if your credit union still participates in a group filing, this information will be useful in understanding the new information your credit union will be required to disclose this year.

About the Speaker(s)

Kevin Fincher is a Tax Partner in Clifton Gunderson LLP's Phoenix office. Kevin has more than twelve years of experience in public accounting, dealing with a wide range of tax and industry topics, including financial institutions. He has worked closely with many credit unions and credit union leagues across the country throughout his career.

Kevin ‘s credit union expertise focuses on unrelated business income tax (UBIT), cost allocations, IRS procedures and practices, and compliance with changing information reporting requirements. Additionally, Kevin has experience in sales and use tax and employment related tax issues. He has successfully defended credit unions before the IRS on each of the aforementioned issues.

Kevin is a Certified Public Accountant and is licensed in Arizona and New Mexico. He is currently a member of American Institute of Certified Public Accountants, the Arizona Society of Certified Public Accountants and the New Mexico Society of Certified Public Accountants.

Who should attend

All state-chartered credit unions.

Need further information?

For information on course enrollment or administrative policies on course refund or complaints, please contact Amanda Jeffers at (520) 352-1214 or via e-mail at Amanda.Jeffers@cliftoncpa.com.