Application & Approval Process for 501(c)3 Status
Learn which organizations are eligible to apply, how to apply, and what to expect after applying
- Product Number: 2240171P01
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CLE Credits, earn up to:
2 substantive credits, 0 ethics credits CLE Credit Note - Print Brochure
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Product Description
Product Description
Internal Revenue Code section 501(c)(3) describes a subset of nonprofits: those organized and operated exclusively for religious, charitable, scientific, testing-for-public safety, literary, or educational purposes, or to foster national or international amateur sports competition, or for the prevention of cruelty to children or animals.
Status as a 501(c)(3) organization confers many advantages, not the least of which are exemption from federal income tax and the ability to receive tax-deductible contributions. In most cases, nonprofit organizations must apply to the IRS to be recognized as exempt under section 501(c)(3). Learn which organizations are eligible to apply, how to apply, and what to expect after applying.
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Agenda
Agenda & Materials
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12:00 - 12:05 pm
Welcome and Introduction
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12:30 p.m.-1:00 p.m.
Opening Statements: Lecture and Demonstration
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12:05 - 12:10 pm
Benefits of 501(c)(3) status, downsides of and alternatives to forming a new charity
on demand video Add to CartRobert T. Leahy, Esq., , Boston
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12:10 - 12:15 pm
Requirements for tax-exempt status under section 501(c)(3)
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1:00 p.m.-2:00 p.m.
Lunch (on your own)
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12:15 - 12:20 pm
Organizations not required to apply for 501(c)(3) status
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12:20 - 12:30 pm
Form 1023-EZ vs. Form 1023
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12:30 - 12:40 pm
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2:00 p.m.-4:30 p.m. (with 15 minute break)
Opening Statements: Exercises (12 minutes per each argument; 12 minutes total critique)
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12:40 - 12:50 pm
Completing and submitting the application
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4:30 p.m.-5:15 p.m
Direct and Cross Examination: Lecture and Demonstration
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12:50 - 1:05 pm
Timing and process of IRS review and approval
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1:05 - 1:15 pm
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Tuesday, June 5
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1:15 - 1:25 pm
Determination letter: effective date and reliance
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9:00a.m.-10:30 a.m.
Direct and Cross Examination: Exercises (Direct Examination-12 minutes, Cross Examination-7 minutes, Critique-6 Minutes)
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1:30 - 1:40 pm
Obligations While the Application Is Pending
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1:40 - 1:45 pm
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10:30 a.m. - 10:45 am
Networking and Refreshment Break
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1:45 - 1:50 pm
Applying for Reinstatement of 501(c)(3) Status After Revocation
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10:45 a.m. - 12:00 p.m.
Direct and Cross Examination: Exercises (Direct Examination-12 minutes, Cross Examination-7 minutes, Critique-6 Minutes)
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1:50 - 1:55 pm
Options if an Application Is Denied
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1:55 - 2:00 pm
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1:55 - 2:00 pm
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Visiting Faculty Critiquers:
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12:00 p.m.-1:00 p.m
Direct and Cross Examination of Experts (Qualifications and Substance): Lecture and Demonstration
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1:00 p.m.-2:00 p.m.
Lunch (on your own)
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2:00 p.m. - 3:00 p.m.
Direct and Cross-Examination: Exercises Continued
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3:00 p.m - 3:15 p.m
Networking and Refreshment Break
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3:15 p.m. - 4:15 p.m.
Direct and Cross-Examination: Exercises Continued
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4:15 p.m. – 4:30 p.m.
Networking and Refreshment Break
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4:30 p.m. – 5:30 p.m.
Common Evidentiary Problems: Lecture
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Wednesday, June 6
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9:00 a.m. - 9:45 a.m.
Financial Statements
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9:45 a.m. - 11:30 p.m
Direct and Cross Examination of Experts: Exercises (Qualifications)
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Visiting Faculty Critiquers:
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11:30 a.m.-11:45 a.m.
Networking and Refreshment Break
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11:45 a.m.-12:15 p.m
Closing Arguments: Lecture and Demonstration
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12:15 p.m.-1:15 p.m.
Lunch (on your own)
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1:15 p.m.- 3:15 p.m.
Direct and Cross Examination of Experts (Substance): Exercises
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3:15 p.m. – 3:30 p.m.
Networking and Refreshment Break
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3:30 p.m.- 5:00 p.m.
Lawyer Relations
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Thursday, June 7
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9:00 a.m.-10:45 a.m.
Student/ Expert Conference
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Visiting Faculty Critiquers:
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10:45 a.m.-11:00 a.m.
Networking and Refreshment Break
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11:00 a.m.-12:30 p.m.
Direct and Cross Examination of Experts (Qualifications and Substance): Exercises (15 minutes total with critique)
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12:30 p.m.-1:30 p.m.
Lunch (on your own)
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1:30 p.m.-4:00 p.m.
Direct and Cross Examination of Experts (Qualifications and Substance): Exercises (continued)
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4:00 p.m.-5:00 p.m.
Reception
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Friday, June 8
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9:00 a.m.-9:30 a.m.
Counsel and Witness Confer
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9:30 a.m.-1:00 p.m
Trial Washington v. Washington
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Judges:
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Experts
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Probation Officers:
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GAL:
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1:00 p.m.
Program Concludes
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Please Note: Each team must bring one volunteer to act as its client on the day of the trial. Each team may call its client and its expert.
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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