Jennifer L. Urban, Esq. is the founder of Legal for Good PLLC and devotes herself to representing charitable and nonprofit organizations throughout Minnesota and Ohio. Ms. Urban routinely assists charitable organizations and individual donors with a variety of matters, including crisis management; fiscal sponsorship; nonprofit formation; 501(c) tax-exemption; merger, asset transfer, consolidation, and dissolution; nonprofit consulting, training, and best practices; grant compliance and financial management; property tax exemption; sales tax exemption; nonprofit-related litigation; charitable solicitation and professional fundraising; government compliance and regulatory issues; and document review and creation. She is a graduate of the University of Wisconsin-Madison, as well as Ohio State University Moritz College of Law. After graduation, Ms. Urban served as a judicial law clerk to the Honorable Peggy L. Bryant, Tenth District Court of Appeals for the State of Ohio. Before transitioning to private practice, she served four years as an Assistant Attorney General at the Office of the Ohio Attorney General in the Charitable Law Division. Ms. Urban is active in the Minnesota and Ohio legal communities. She enjoys speaking at legal education seminars, directing the Nonprofit Law Clinic at the University of St. Thomas School of Law, and being a member of numerous prominent local legal organizations.
The IRS 501(c) Application Process from A-Z
Re-Broadcast on March 1, 2018
In this webinar, Attorney Jennifer L. Urban will show you the in's, out's and common pitfalls in the tax-exempt application process. This course will cover from A to Z: choosing the correct entity type, determining proper 501(c) tax-exempt organization classification, preparing IRS forms 1023 and 1024, and responding to IRS inquiries. Gain the practical knowledge you need to avoid delays and obtain approvals for your clients.
Key topics to be discussed:
• Determining the Type of Entity to Form
• Understanding Tax-Exempt Organization Classifications
• Preparing the Right Programmatic and Financial Disclosures
• Application Process and Procedures (in Detail)
• Critical Form/Application Mistakes
• Responding to IRS Inquiries on Applications
Date / Time: March 1, 2018
• 2:00 pm – 4:00 pm Eastern
• 1:00 pm – 3:00 pm Central
• 12:00 pm – 2:00 pm Mountain
• 11:00 am – 1:00 pm Pacific
Choose a format:
• Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
• On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.
mylawCLE seeks approval in all states.
CLE 2.00 – AK
CLE 2.00 – IA
CLE 2.00 – MP
CLE 2.40 – NY
CLE 2.00 – UT
myLawCLE will seek credit where attending attorneys are primarily licensed for all of its live webinars and live teleconferences, except in states which allow for reciprocity (see reciprocity section below). Credit for CLE in a self-study format is sought for in most states; however, some states do not allow for CLE credit to be earned in a self-study format (see the self-study section below). Many states typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. For many live events, credit approval is not received prior to the program. Credit hours granted are subject to approval from each state.
Additionally, some states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, CO, FL, ME, MT, ND, NH, NJ, NY, PR, and SD. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.
myLawCLE will seek on-demand approval in all states except Virginia and Arkansas (outside reciprocal provisions stated above).
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myLawCLE offers a program and credit approval guarantee. If a registered attendee is unhappy with a CLE program they have attended, myLawCLE will offer that attended access to another complimentary CLE or a full refund in order to insure the attendee’s satisfaction.
Additionally, on all online CLE programs application for approval will be made in all states where attending attorneys are primarily licensed in. If a registered attorney does not receive credit from their state for any reason, a full refund will be granted.
Section I. Determining Entity Type
Section II. Determining Tax Exempt Organization Classification
Section III. Application Process and Procedures (in Detail)
b) IRS Form 1023
c) IRS Form 1024
Section IV. Critical Form/Application Mistakes
Section V. Responding to IRS Inquiries on Applications