Nonprofit Law

4.23

501c3 Reinstatement Step by Step

Credits Available
Credit Status Total
Alaska CLE Approved 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
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Kentucky CLE Upon Request 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
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 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 Approved 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
Utah 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
OnDemand
1 hours 26 minutes
Paul Roy
With Paul M. Roy from Withers Bergman LLP
Recorded November 04, 2024
Product ID 99395

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Overview

Help Nonprofit Organizations Get Back on Track

Your nonprofit clients can have their tax-exempt status revoked without even knowing it. Do you know how to investigate the reason for the revocation and what steps to take to get the organization back on track? This legal guide outlines key forms and procedures to help you along the way. Register today!

  • Gain insights into common reasons for tax-exempt status revocation.
  • Gather and organize all the necessary documentation to ensure accurate application submissions.
  • Review Forms 1023, 1023-EX, and 8940 to streamline the reinstatement process.
  • Write compelling reasonable cause statements.
  • Prevent future revocations with post-reinstatement compliance tips.

Abbreviated Agenda

  1. Step 1: Determining the Reason for 501(c)(3) Revocation and Gathering Required Documentation
  2. Step 2: Filing the Appropriate Form for Reinstatement: Options and Procedures
    1. Form 1023
    2. Form 1023-EZ
    3. Form 8940
  3. Step 3: Drafting the Reasonable Cause Statement
    1. What Constitutes Reasonable Cause for Failing to File or Meet Requirements
    2. Building a Strong Case for Reasonable Cause
    3. Examples of Acceptable and Unacceptable Reasons
  4. Step 4: Submitting the Application Package and Responding to IRS Inquiries
    1. Supporting Documents (financial Statements, Prior Returns, Organizational Documents, etc.)
    2. Supplying the IRS With Additional Information 
  5. Step 5: Monitoring the Reinstatement Process and Complying Post-Reinstatement

Related Topics

Product ID 99395

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 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
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Kentucky CLE Upon Request 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
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 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 Approved 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
Utah 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
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. 501c3 Reinstatement Step by Step

    1. Step 1: Determining the Reason for 501(c)(3) Revocation and Gathering Required Documentation
    2. Step 2: Filing the Appropriate Form for Reinstatement: Options and Procedures
      1. Form 1023
      2. Form 1023-EZ
      3. Form 8940
    3. Step 3: Drafting the Reasonable Cause Statement
      1. What Constitutes Reasonable Cause for Failing to File or Meet Requirements
      2. Building a Strong Case for Reasonable Cause
      3. Examples of Acceptable and Unacceptable Reasons
    4. Step 4: Submitting the Application Package and Responding to IRS Inquiries
      1. Supporting Documents (financial Statements, Prior Returns, Organizational Documents, etc.)
      2. Supplying the IRS With Additional Information 
    5. Step 5: Monitoring the Reinstatement Process and Complying Post-Reinstatement

Who Should Attend

This nonprofit tax guide is designed for attorneys. Tax professionals, enrolled agents, accountants, compliance officers, and paralegals will also benefit.

Speakers

Paul M Roy
Paul M.
Roy
Withers Bergman LLP
Speaker bio
Paul M Roy

Paul M. Roy

Withers Bergman LLP
Paul Roy

is an attorney with Withers Bergman LLP. He leads the firm's philanthropic and charitable organizations practice on the East Coast. Mr. Roy has been with Withers Bergman LLP and its predecessor for nearly 34 years. His practice focuses on domestic and international estate planning, advising private foundations and other non-profit organizations on tax matters, as well as counseling wealthy individuals with respect to planned giving and tax-exempt organizations. Mr. Roy has written numerous articles on domestic and international estate planning, and is a frequent speaker on legal matters that are relevant to artists, dealers, museums and other charities. He earned his law degree from Georgetown University and his bachelor's degree from the University of Pennsylvania's Wharton School of Business.

View full profile

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