IRS Exempt Workshop

| March 1, 2014

Know the difference between tax-exempt and nonprofit? Are you compliant with reporting? What are the upcoming issues that might involve your organization? If you have questions about compliance, or the benefits of being tax-exempt, this one-day Exempt Organizations workshop from Lodestar is for you. It’s worth the trip to Phoenix (and the $50 registrations fee.)

The workshop will be led by an IRS Exempt Organizations Specialist and will include:

Tax Exempt Status

  • Tax-exempt doesn’t equal nonprofit
  • Types of exempt organizations
  • Organizational/operational tests
  • Benefits of exempt status
  • Private foundation/pubic charity status
  • Advance rulings
  • Jeopardizing tax-exempt status

Unrelated Business Income (UBI), Including Gaming Activities

  • Three parts of the UBI test
  • Common examples
  • Exceptions and modifications
  • Gaming activities
  • Form 990-T and Form 990-W

Employment Issues

  • Independent contractor vs. employee
  • Statutory empoloyees and statutory non-employees
  • Overview of employment tax forms

Form 990 Series

  • Which organiztions must file which form, if any
  • Importance of Form 990
  • Significant features of Form 990
  • Specific section of Form 990
  • Role of governance
  • Survey of online resources

Required Disclosures

  • Public inspection rules
  • Disclosure rules
  • Substantiation of contributions
Location UA College of Medicine – Phoenix
Virginia G. Piper Auditorium
550 East Van Buren Street
Phoenix, AZ   85004
Date Wednesday, March 19, 2014, or
Thursday, March 20, 2014
Time 9 a.m. to 4 p.m.
Cost $50 per person, non-refundablePre-registration is required!


Category: Events, News & Advocacy

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