Tax-Exempt Organizations from Start to Finish (On-Demand)

$169.00

Tax-Exempt Organizations from Start to Finish will walk legal professionals through the entire life cycle of non-profit organizations that seek to operate as tax exempt.  This will include the organization/incorporation process, the application for tax-exempt status, liability of directors and officers, and unrelated business taxable income.  This course will benefit attorneys who have little to no background working with tax-exempt organizations, and will also provide up-to-date information to attorneys practicing in the non-profit sector.

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Event Details

Course Type

Course Instructor

Kelli M. Masters, Esq.

Original Date Of Course

General Credits

2

Course Description

Tax-Exempt Organizations from Start to Finish will walk legal professionals through the entire life cycle of non-profit organizations that seek to operate as tax-exempt.  This will include the organization/incorporation process, the application for tax-exempt status, liability of directors and officers, and unrelated business taxable income.  This course will benefit attorneys who have little to no background working with tax-exempt organizations, and will also provide up-to-date information to attorneys practicing in the non-profit sector.

Principles

  • Choosing the right entity, and organizing the nonprofit entity at the state level
  • Determining the type of tax-exempt status, and filing the proper application with the IRS
  • Public charities vs. Private foundations
  • How to protect officers, directors and managers from liability
  • Taxable income: how to handle unrelated business income

Syllabus

  1. Getting started: how to organize or incorporate a nonprofit entity
  2. Applying for recognition of tax exempt status
  3. Protecting directors and officers from liability
  4. Unrelated Business Taxable Income (UBTI)

Instructor

Kelli M. Masters, Esq.