Advising your clients through the thorny maze of eligibility requirements, permitted and prohibited activities, formation documents, application steps and other complexities of the 501(c)(3) application process can be challenging. In this focused legal course, experienced attorney faculty will navigate you through the onerous requirements, identify problematic issues and equip you with the necessary tools you need to ensure your client successfully obtains nonprofit designation from the IRS. Register today!
Understand the eligibility requirements for 501(c)(3) status.
Learn key provisions for formation documents.
Navigate your way through completion of Form 1023 and deadlines.
Analyze criteria for public charity and private foundation status.
Drafting Organizational Documents (Articles of Incorporation, Bylaws, and Conflict of Interest Policy)
Deciding on Public Charity vs. Private Foundation Classification
Organizations Eligible to File Form 1023-EZ
Obtaining a Federal EIN
Completing Form 1023 (Application for Recognition of Exemption) and Deadlines
This seminar meets the requirements of the NALA Certifying Board for 1.50 hours, including 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
ALYSSA GROSS is an attorney at William C. Moran & Associates, P.C., in Williamsville, New York. Ms. Gross focuses her practice on representation of churches and nonprofits in matters of incorporation, application for tax exemption, employee issues, and real estate transactions. She has a B.A. degree in criminal justice from the University at Albany and her J.D. degree from the University at Buffalo Law School. Ms. Gross serves as chairman of the Board for The Teacher’s Desk, a regional New York nonprofit. She is admitted to practice in New York.
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