2C. Tax-Exempt Organizations: Formation and Operations | View Only Course
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- CE IS NOT AVAILABLE FOR A VIEW ONLY COURSE
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During this course we will cover the issues to be considered during the formation of a tax-exempt organization, the issues to be addressed during the completion of **Form 1023**, Application for Recognition of Exemption Under 501(c)(3) of the Internal Revenue Code and requirements at the state level. A tax-exempt organization has unique record-keeping and compliance issues which will be addressed including changes due to the Tax Cuts and Jobs Act. We will then explore the tax filing requirements including the filing of the applicable annual **Form 990**, Return of Organization Exempt from Income Tax, payroll and excise taxes.
* Understand the documents needed to apply for tax-exempt status,
* Identify the schedules that accompany the Form 1023 and which is required for completion based on the entity mission,
* Differentiate the tax filing requirements for tax-exempt organizations and the income limitations,
* Ensure compliance of the record-keeping and reporting requirements of the tax-exempt organization to donors, employees, and other stakeholders
Disclaimer - View Only Course
The courses offered are for view-only purposes and do not provide interactive features or certification. While the content is designed to offer valuable insights and information, participants will not be able to engage in exercises, ask questions, or receive personalized feedback during the course. Access to these materials is for educational and informational purposes only and should not be considered as professional advice. By accessing these courses, you acknowledge and agree that the course materials are provided "as is" without any warranties, and no certification or accreditation is granted upon completion.