eCourse art

eCourse

Federal Organization and Compliance for Nonprofits

Contains material from Feb 2025
Federal Organization and Compliance for Nonprofits
4 out of 5 stars
What was the overall quality of the course (presentation, materials, and technical delivery)?
Rate the overall teaching effectiveness and presentation skills of faculty for the course.
How would you rate the value of the materials provided as part of the course?

Technical Questions?
512.475.6700
service@utcle.org



Session 01: Federal Organization and Compliance for Nonprofits (Part 1): The Do’s and Don’ts for Obtaining Tax-Exempt Status - Learn what nonprofit organizations need to know to qualify for recognition of tax-exempt status under Section 501(c)(3) of the Internal Revenue Code. Topics also include an overview of the application process, the different basis for obtaining exemption, and the different types of tax-exempt organizations from an attorney and accountant perspective. Learn about when it may be necessary from a liability standpoint to set up another entity.

Session 02: Federal Organization and Compliance for Nonprofits (Part 2): Maintaining Tax-Exempt Status - Explore a high-level overview of the general compliance requirements in connection with maintaining tax-exempt status under Section 501(c)(3) of the Internal Revenue Code. In particular, touch upon certain on-going federal and state-level reporting obligations, baseline operational and technical requirements, and governance practices.

Includes: Audio Slides

  • Total Credit Hours:
  • 2.00
  • Credit Info
  • TX, CA, PA
  • TX MCLE credit expires: 2/28/2026

Preview mode. You must be signed in, have purchased this eCourse, and the eCourse must be active to have full access.
Preview Sessions
Credit

Show session details

1. Federal Organization and Compliance for Nonprofits (Part 1): The Do’s and Don’ts for Obtaining Tax-Exempt Status (Feb 2025)

Neely D. Duncan, Nykolas McKissic

1.00 0.00 0.00 1.00
Preview Materials

Download session materials for offline use

(mp3)
58 mins
Slides
(pdf)
13 pgs
Session 1 —58 mins 1.00
Federal Organization and Compliance for Nonprofits (Part 1): The Do’s and Don’ts for Obtaining Tax-Exempt Status (Feb 2025)

Learn what nonprofit organizations need to know to qualify for recognition of tax-exempt status under Section 501(c)(3) of the Internal Revenue Code. Topics also include an overview of the application process, the different basis for obtaining exemption, and the different types of tax-exempt organizations from an attorney and accountant perspective. Learn about when it may be necessary from a liability standpoint to set up another entity. 

Originally presented: Jan 2025 Nonprofit Organizations Fundamentals

Neely D. Duncan, Forvis Mazars, LLP - Dallas, TX
Nykolas McKissic, Holland & Knight LLP - Dallas, TX

Show session details

2. Federal Organization and Compliance for Nonprofits (Part 2): Maintaining Tax-Exempt Status (Feb 2025)

Susanna Blackmon, Hamish Nieh

1.00 0.00 0.00 1.00
Preview Materials

Download session materials for offline use

(mp3)
60 mins
Slides
(pdf)
17 pgs
Session 2 —60 mins 1.00
Federal Organization and Compliance for Nonprofits (Part 2): Maintaining Tax-Exempt Status (Feb 2025)

Explore a high-level overview of the general compliance requirements in connection with maintaining tax-exempt status under Section 501(c)(3) of the Internal Revenue Code. In particular, touch upon certain on-going federal and state-level reporting obligations, baseline operational and technical requirements, and governance practices.

Originally presented: Jan 2025 Nonprofit Organizations Fundamentals

Susanna Blackmon, Blazek & Vetterling - Houston, TX
Hamish Nieh, Fizer Beck - Houston, TX