The IRS 501(c) Application Process from A-Z

$195.00

Re-Broadcast on August 28, 2018

CLE Credits earned: 2 GEN

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: August 28, 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.

Clear

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.

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Accreditation on Formats: Live Video Broadcasts, “Live” Re-Broadcasts and On-Demand CLEs

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Reciprocity
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Section I. Determining Entity Type

Section II. Determining Tax Exempt Organization Classification

Section III. Application Process and Procedures (in Detail)
a) 1023-EZ
b) IRS Form 1023
c) IRS Form 1024

Section IV. Critical Form/Application Mistakes

Section V. Responding to IRS Inquiries on Applications