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Preview Sessions
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Meghan R. Biss
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Session 1
—64 mins
Understanding the 501(c) and Governmental Entity Universe (Mar 2021)
An overview of the various types of tax-exempt organizations from 501(c)(3) public charities and private foundations to governmental organizations and beyond.
Originally presented: Jan 2021 Nonprofit Organizations Fundamentals
Meghan R. Biss,
Caplin & Drysdale, Chartered - Washington, DC
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Justin J. Lowe, Madeline Obler
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Session 2
—59 mins
Applying for Tax Exemption (Mar 2021)
Discuss the basics of applying for recognition of tax-exempt status from the IRS (focusing on 501(c)(3) status but touching on others as well). Address the procedures and forms to follow, as well as offering tips on what to include in the application.
Originally presented: Jan 2021 Nonprofit Organizations Fundamentals
Justin J. Lowe,
Ernst & Young LLP - Washington, DC
Madeline Obler,
Office of General Counsel, United States Conference of Catholic Bishops - Washington, DC
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Christina N. Cahill, Kurt Coburn
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Session 3
—61 mins
IRS Audits (Mar 2021)
An IRS audit won’t happen to my organization, you say—until it does. Audit preparedness should be at the center of any good compliance regime for a Section 501(c)(3) public charity or private foundation, whether you’re audited this year or in 2030. Review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process.
Originally presented: Jan 2021 Nonprofit Organizations Fundamentals
Christina N. Cahill,
Polsinelli PC - New York, NY
Kurt Coburn,
Blazek & Vetterling - Houston, TX