Speaker and attendees at a UT Law CLE conference presentation
eCourse

Decision Points and Strategies in the Formation and Tax-Exemption of New Entities

Contains material from Feb 2026
Decision Points and Strategies in the Formation and Tax-Exemption of New Entities
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Learn more about the strategies and decisions points that should be considered when establishing a new tax-exempt organization. Specifically, explore what organizations need to know to qualify for recognition of tax-exempt status under Section 501(c)(3) of the Internal Revenue Code, including an overview of the application process, the different bases for obtaining exemption, and the different types of tax-exempt organizations from an attorney and accountant perspective. Also, gain insight into the different types of entities that can be used to carry out exempt activities and the factors that should be considered when selecting among them.

Includes: Audio Transcript Slides

  • Total Credit Hours:
  • 1.00
  • Credit Info
  • TX, CA, PA
  • TX MCLE credit expires: 3/31/2027
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Sessions

Credit
1. Decision Points and Strategies in the Formation and Tax-Exemption of New Entities (Feb 2026)

Neely D. Duncan, Nykolas McKissic

1.00 0.00 0.00 1.00
Downloadable Materials
Transcript (txt)
Slides (pdf) – 29 pgs

Session 1 —59 mins 1.00

Decision Points and Strategies in the Formation and Tax-Exemption of New Entities (Feb 2026)

Learn more about the strategies and decisions points that should be considered when establishing a new tax-exempt organization. Specifically, explore what organizations need to know to qualify for recognition of tax-exempt status under Section 501(c)(3) of the Internal Revenue Code, including an overview of the application process, the different bases for obtaining exemption, and the different types of tax-exempt organizations from an attorney and accountant perspective. Also, gain insight into the different types of entities that can be used to carry out exempt activities and the factors that should be considered when selecting among them.

Originally presented: Jan 2026 Nonprofit Organizations Essentials

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