Overview for Completing Form 1023, Application for Recognition of Exemption

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Overview for Completing Form 1023, Application for Recognition of Exemption
Earn two CE Federal Tax with Leonard Steinberg, EA
June 6, 2019, from 2:00 pm - 4:00 pm ET

Live Online IRS Program Number: X9QQU-T-00570-19-O
Self-Study IRS Program Number: X9QQU-T-00570-19-S

Member: $80 Non-Member: $100

The application for Exempt Status for 501(c)(3) organizations requires specific documents and information in determining whether the organization meets the criteria for exempt status.  Tax practitioners must know how to answer the questions from Form 1023, develop a structured information packet, and provide all required information properly are the key elements in submitting a successful application. This course will provide an in-depth review for document preparation, completion of Form 1023, and improve your application process. 

Learning Objectives
After completing this course, you will be able to:
• Review the application process.
• Understand the required reporting criteria. 
• Identity the required documents and information to accompany the application.
• Describe how to complete the form properly for a successful submission to the IRS.
• Manage the process to ensure proper compliance.
• Develop a strategic plan for providing follow-up services to your clients. 

Note: If you can't attend live, that's okay: go ahead and register and you will automatically receive the recording when it is sent out.

Leonard Steinberg, EA

Leonard Steinberg, EA is an NTPI Fellow.  Leonard’s practice specializes in small businesses, nonprofit organizations, individuals and handles all types of representation issues.  His practice is located in Cranbury, New Jersey.  Leonard has also served as President, Treasurer, and Trustee for the New Jersey chapter (NJSEA) and has made presentations at regular monthly meetings and seminars.

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