Nonprofit Law

Live Online

Nonprofit Formation: A 501(c)(3) Application Walkthrough

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Pending 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
Enrolled Agent Approved 7 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Jennifer Urban
Leslie Levin
Farah Ansari
With Jennifer L. Urban from Legal for Good, PLLC + 2 others

Thu, Oct 15, 00:00 AM – 00:00 PM

Product ID 102405

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Course Includes
$449

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Overview

Establishing and Restoring Tax-Exempt Status With the IRS

Navigate the thorny maze of eligibility requirements, application steps, and other complexities of the 501(c)(3) application process! In this focused legal course, experienced attorney faculty will guide you through the onerous requirements, identify problematic issues, and equip you with the necessary tools you need to help your client obtain or restore nonprofit designation from the IRS. Register today!

  • Understand the eligibility requirements for 501(c)(3) status.
  • Navigate your way through completion of Form 1023 and deadlines.
  • Hear hard-won advice for effective follow-up communication with the IRS.
  • Learn what it takes to restore tax-exempt status.

Abbreviated Agenda

  1. "Starting the Clock" - Eligibility, Categories, Obtaining a Federal EIN (Form SS-4), and Minding Deadlines
  2. Form 1023-EZ: Who's Entitled to the Streamlined Application and Filing Checklist (With Sample Form 1023-EZ)
  3. Form 1023 Application for Recognition of Exemption: Sample Application and Supporting Documentation Review
  4. IRS Communication Tips and Additional Information Requests
  5. Top Reasons for Application Delays and Denials
  6. Conversion From For-Profit to Nonprofit
  7. Reinstatement of Tax-Exempt Status: Application, Schedules, Deadlines, and Tips
  8. Group Exemption Letters
  9. Legal Ethics Issues

Can't Attend Live?

Get the OnDemand instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102405

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Pending 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
Enrolled Agent Approved 7 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
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Agenda

All times are shown in

  1. "Starting the Clock" - Eligibility, Categories, Obtaining a Federal EIN (Form SS-4), and Minding Deadlines

  2. Form 1023-EZ: Who's Entitled to the Streamlined Application and Filing Checklist (With Sample Form 1023-EZ)

  3. Form 1023 Application for Recognition of Exemption: Sample Application and Supporting Documentation Review

  4. IRS Communication Tips and Additional Information Requests

  5. Top Reasons for Application Delays and Denials

  6. Conversion From For-Profit to Nonprofit

  7. Reinstatement of Tax-Exempt Status: Application, Schedules, Deadlines, and Tips

  8. Group Exemption Letters

  9. Legal Ethics Issues

    1. Attorney Duty of Diligence in the Context of Obtaining Tax-Exempt Status
    2. Data Security Considerations
    3. Safeguarding Confidentiality
    4. Conflicts of Interest
    5. Keeping Clients Informed About the Status of Their Application

Who Should Attend

This program is designed for attorneys. It may also benefit enrolled agents, tax professionals, nonprofit directors, compliance officers, accountants, and paralegals.

Speakers

Jennifer L Urban
Jennifer L.
Urban
Legal for Good, PLLC
Leslie E Levin
Leslie E.
Levin
Hinman Howard & Kattell, LLP
Farah N Ansari
Farah N.
Ansari
Schenck Price Smith & King, LLP
Speaker bio
Jennifer L Urban

Jennifer L. Urban

Legal for Good, PLLC
Jennifer Urban

is the founder of Legal for Good, PLLC, and devotes herself to representing charitable and non-profit organizations throughout Minnesota and Ohio. She routinely assists charitable organizations and individual donors with a variety of matters, including crisis management; fiscal sponsorship; nonprofit formation; 501(c) tax exemption; merger, consolidation and dissolution; nonprofit consulting, training and best practices; grant compliance and financial management; property tax exemption; sales tax exemption; non-profit related litigation; charitable solicitation and professional fundraising; government compliance and regulatory issues; and document review and creation. Ms. Urban is a graduate of the University of Wisconsin-Madison, as well as Ohio State University Moritz College of Law. After graduation, she 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, Ms. Urban served four years as an assistant attorney general at the Office of the Ohio Attorney General in the Charitable Law Division. She enjoys speaking at legal education seminars, directing the non-profit 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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Speaker bio
Leslie E Levin

Leslie E. Levin

Hinman Howard & Kattell, LLP
Leslie Levin

is a partner at Hinman Howard & Kattell, LLP and works out of the White Plains and New York City offices. She is a member of the wills, trusts and estates, elder law and guardianships and not-for-profit corporations and foundations practice groups. Ms. Levin practices in estate planning, probate, estate and trust administration, gift and generation-skipping tax transfer planning, creation and termination of not-for-profit organizations, charitable planning, special needs and disability planning, Medicaid planning, and elder law. As part of her practice, she works with litigators in developing strategy and offering expertise in the realm of trusts and estates litigation. Ms. Levin also serves as executor for client's estates and as a trustee for a number of trusts. She earned her B.A. degree, summa cum laude, high honors, from Brandeis University and her J.D. degree from the University of Pennsylvania Law School. Ms. Levin is admitted to practice in both New York and Connecticut.

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Speaker bio
Farah N Ansari

Farah N. Ansari

Schenck Price Smith & King, LLP
Farah Ansari

is a partner with Schenck Price Smith & King, LLP where she is co-chair of the nonprofit practice group and a member of the tax planning practice group. She acts as outside counsel to nonprofits and possesses significant experience counseling nonprofit organizations including charities, foundations, educational organizations, arts organizations, religious organizations, hospitals and other tax-exempt organizations in both New York and New Jersey. Ms. Ansari's practice includes counseling on issues relating to the formation of public charities and private foundations, including those with foreign operations. She also assists organizations with their transactions, contract negotiation and tax exemption compliance. Ms. Ansari routinely provides guidance on many nonprofit/tax-exempt related topics, including the following; supporting organization issues; the unrelated business income tax (including audits); private foundation excise taxes, including self-dealing and expenditure responsibility; issues relating to private operating foundations; corporate sponsorships; conflicts of interest; excess benefit transactions; cause-related marketing; making grants; excess executive compensation; nonprofit governance; Uniform Prudent Management of Institutional Funds Act; fundraising; and real property tax exemption. Ms. Ansari is also well-versed in federal and state tax laws, providing tax-related guidance to both businesses and individuals. She is experienced in handling federal and state tax controversies in relation to income, withholding, and sales and use tax issues. Ms. Ansari represents clients before the taxing authorities, in audits and in negotiating settlements, and in New Jersey Tax Court. A fellow of the American College of Tax Counsel and the American Bar Foundation, she is a past chair of the Taxation Section of the New Jersey State Bar Association and is currently co-chair of the Tax-Exempt Organizations Committee of the Taxation Section of the New Jersey State Bar Association. Ms. Ansari is a member of the Legal, Wealth & Tax Advisory Committee of the Community Foundation of New Jersey. She is also a member of the Government Relations Council of Nonprofit New York and the New York City Bar, Non-Profit Organizations Committee. Ms. Ansari is a board member of Women@NJPAC and the Volunteer Center of Bergen County. She is also a member of the TEGE Exempt Organizations Council. Ms. Ansari lectures frequently on tax and nonprofit-related topics. She earned her B.A. degree from Rutgers University, her J.D. degree from Rutgers School of Law and her LL.M. in taxation from New York University School of Law.

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