Nonprofit Law

4.46

Obtaining 501(C)3 Tax Exemption: Form 1023 Mistakes and Best Practices

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1.5 Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Kentucky CLE Approved 1.5 Total
Louisiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Upon Request 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Virginia CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Approved 1.5 Total
Delaware Certified Paralegal Program Approved 1.5 Total
Florida Registered Paralegal Approved 1.5 Total
Indiana Paralegal CLE Approved 1.5 Total
New Mexico Paralegal Division, State Bar of Approved 1.5 Total
Ohio Certified Paralegals Approved 1.5 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1.5 Total
OnDemand
1 hours 30 minutes
Lawton Leung
Carly Leifken
With Lawton C. Leung from Withers Bergman LLP + 1 other
Recorded November 18, 2025.
Product ID 101238

Buy This Course

Course Includes
$229

OnDemand Video

Course Book Download

or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Run Through the Application Step by Step

Tired of agonizing over Form 1023 applications, only to face delays, rejections, and endless IRS inquiries? This short course will show you how to obtain and maintain 501(c)(3) tax-exempt status. Through a screen share of Form 1023 and an overview of common errors and best practices, we'll help you better prepare for the application process. Register today!

  • Craft clear, compelling descriptions of the organization's purpose and activities.
  • Clarify financial data requirements and best practices for accurate disclosures.
  • Zero in on common Form 1023 mistakes and prevent delays and rejections.
  • Ensure consistent messaging across all elements of the application form and documents.

Abbreviated Agenda

  1. ID of Applicant and Organizational Structure: The Foundation (Or Fault Line) of Your Exemption
  2. Required Provisions: Non-Negotiables for 501(c)(3) Status
  3. Organization Activities Description: Tell your Story (and Avoid Vague Disasters)
  4. Compensation and Other Financial Arrangements: Navigating the Minefield of Private Benefit
  5. Financial Data: What the Numbers Really Tell the IRS
  6. Foundation Classification: Why it Matters and How to Choose Wisely
  7. Effective Date and Annual Filing Requirement: When Does Exemption Begin and What Happens Next?
  8. Attachments and Schedules: The Devil Is in the Details!

Related Topics

Product ID 101238

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1.5 Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Kentucky CLE Approved 1.5 Total
Louisiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Upon Request 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Virginia CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Approved 1.5 Total
Delaware Certified Paralegal Program Approved 1.5 Total
Florida Registered Paralegal Approved 1.5 Total
Indiana Paralegal CLE Approved 1.5 Total
New Mexico Paralegal Division, State Bar of Approved 1.5 Total
Ohio Certified Paralegals Approved 1.5 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1.5 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Obtaining 501(C)3 Tax Exemption: Form 1023 Mistakes and Best Practices

    1. ID of Applicant and Organizational Structure: The Foundation (Or Fault Line) of Your Exemption
    2. Required Provisions: Non-Negotiables for 501(c)(3) Status
    3. Organization Activities Description: Tell your Story (and Avoid Vague Disasters)
    4. Compensation and Other Financial Arrangements: Navigating the Minefield of Private Benefit
    5. Financial Data: What the Numbers Really Tell the IRS
    6. Foundation Classification: Why it Matters and How to Choose Wisely
    7. Effective Date and Annual Filing Requirement: When Does Exemption Begin and What Happens Next?
    8. Attachments and Schedules: The Devil Is in the Details!

Who Should Attend

This legal course is designed for attorneys. Accountants, tax professionals, nonprofit founders, board members, and paralegals will also benefit.

Speakers

Lawton C Leung
Lawton C.
Leung
Withers Bergman LLP
Carly Leifken
Carly
Leifken
Withers Bergman LLP
Speaker bio
Lawton C Leung

Lawton C. Leung

Withers Bergman LLP
Lawton Leung

is a senior associate attorney with Withers Bergman LLP in the private client and tax team. His practice focuses on domestic and international tax, trust, and estate planning for high net worth individuals and their families. Mr. Leung regularly advises donors with respect to planned giving structures and counsels public charities, private foundations and other tax-exempt organizations on formation, tax and regulatory matters. He is admitted to practice law in New York and Connecticut. Mr. Leung earned his LL.M. degree in taxation from New York University School of Law, his J.D. degree from Boston College Law School and his A.B. degree from Dartmouth College.

View full profile
Speaker bio
Carly Leifken

Carly Leifken

Withers Bergman LLP
Carly Leifken

is an attorney with Withers Bergman LLP focusing her practice on tax and estate planning for high-net-worth individuals and their families. Ms. Leifken earned her B.A. degree from Colgate University and her J.D. degree from the University of Connecticut School of Law. She is admitted to practice in the State of Connecticut.

View full profile
Loading recommendations...

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us