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How to Form, and Obtain Exemption for a Non-Profit Entity

How to Form, and Obtain Exemption for a Non-Profit Entity

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00509-21-)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0507)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00509-21-)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00509-21-)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Before starting this self study program, please go through the instructional document.

The topic is also scheduled as live webinar on the following dates

Oct 29, 2021 | 02:30 PM EDT Register


  • Information Issues: Myths and Resources
    1 mins
  • Formation Issues Types of Nonprofit Corporations
    6 mins
  • Securing Tax Exemption
    16 mins
  • Prohibition on Private Insurement
    31 mins
  • How to Lose Exemption
    47 mins

Course Description

This webinar reviews issues to be considered when forming a non-profit entity, including advantages and disadvantages of becoming a tax-exempt non-profit corporation, structural considerations, legal formalities and provisions of articles of incorporation and bylaws. It also includes explores available tax exemptions, the criteria for 501(c)(3) organizations and prohibitions on private inurement and private benefit.  This presentation walks through the federal exemption application (Form 1023) and the streamlined application (Form 1023-EZ).  Finally, it introduces applications for exemption to state taxing authorities and reinstatement of tax-exempt status.

This Online CPE Webinar will discuss how to form, and obtain exemption for a non-profit entity

Key Topics:

  • Formation Issues
  • Process of Obtaining Recognition of Tax Exemption
  • Other Exemption Matters

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Learning Objectives

  • To identify advantages and disadvantages of a separate non-profit
  • To make practical suggestions regarding legal formation documents
  • To determine available tax exemptions
  • To recognize the difference between public charities and private foundations
  • To identify criteria for 501(c)(3) organizations
  • To identify the parts of Form 1023 and information required to be disclosed

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Forensic Accountant
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA