Free Webinar for Tax-Exempt Organizations!
Reducing Risk and Improving Accuracy: Form 990 Tips for Tax Professionals
Tuesday, April 28th, 2026
2 PM EST
About the Webinar
Designed for Tax Professionals working with nonprofit clients, this webinar focuses on practical strategies to improve accuracy, reduce risk, and streamline the Form 990 process—while delivering added value to clients.
You’ll learn how to:
-
Spot common Form 990 errors and
risk areas - Improve data accuracy and consistency
- Support nonprofit clients more efficiently
- Strengthen review processes and documentation
About Morgan Lee
Morgan specializes in building partnerships that help nonprofits simplify compliance and scale efficiently. She’s passionate about connecting organizations with the right tools and resources to make 990 filings easier, more accurate, and far less stressful.
About Josee Giberson
Josee Giberson is a licensed Enrolled Agent with experience working in nonprofit tax. Josee also works with several nonprofits directly in her free time.
