(Recorded Webinar) Tax-Exempt Organizations: Formation, Structure, and Compliance

Duration: 3 hours
Recorded on: 09/09/2026 

Register now to receive access to the recorded webinar on September 16, 2026. Live webinar registrants will automatically receive access to the recorded webinar. 

Tax-exempt organizations operate within a complex legal and regulatory landscape. This training will provide a comprehensive look at how the organizations operate, and their regulatory interaction with federal tax law, state nonprofit regulation, and evolving governance expectations. It will also explore the requirements for achieving and maintaining tax-exempt status, along with organizations’ obligations to satisfy a complex set of legal standards governing organizational structure, operations, political activity, and financial oversight.

Feldesman attorneys will address key strategic transactions for tax-exempt organizations and the regulatory framework governing supporting organizations, subsidiaries, and joint ventures. The webinar will also review compliance obligations, including annual reporting through IRS Form 990, state charitable registration requirements, and circumstances that may trigger changes to tax-exempt status.

Through practical examples and case studies, participants will gain actionable insights into structuring tax-exempt organizations effectively while avoiding common legal pitfalls.

Target Audience

  • Health Center Executives and Administrators
  • Nonprofit Executives and Administrators
  • In-House Counsel and Legal Advisors to Nonprofits
  • Finance and Compliance Officers
  • Board Members and Governance Professionals

Learning Objectives

After this webinar, you will be able to:

  1. Understand the distinction between nonprofit entities and federally tax-exempt organizations
  2. Identify the legal requirements for obtaining and maintaining tax-exempt status under Internal Revenue Code Section 501(c)(3)
  3. Recognize common compliance risks involving private inurement, lobbying restrictions, and unrelated business income
  4. Learn best practices for governance, subsidiary structures, and ongoing federal and state regulatory compliance

Course summary

Available credit: 
  • 3.00 Certificate of Attendance
Course opens: 
06/18/2026
Course expires: 
10/01/2028
Cost:
$400.00

Gabriel S. Garcia

Gabriel is a Partner in the firm's Health Care practice group. With over 20 years of experience, Gabriel regularly counsels clients on Medicare/Medi-Cal enrollment, managed care contracting, provider reimbursement, and nonprofit governance. A former founder of a boutique law firm in Sacramento, he brings deep insight into the operational and legal needs of health care organizations and federally funded entities across California and beyond. [Full Bio] 

Certificates of Attendance: We verify attendance upon completion of a webinar (live or recorded version) and will only issue certificates in the name of the account holder enrolled in the course. If you need to document attendance for someone other than the account holder, we provide blank Certificates of Attendance for a supervisor to sign and certify that a different individual viewed the course. 

Group Attendance: Due to the online nature of webinars, we cannot verify participation by more than one person. For groups, we provide an attendance record form and blank Certificates of Attendance to record attendance at a group viewing session and document each individual's participation. We recommend that a supervisor or colleague sign the certificate to certify attendance. 

Read more about maintaining an attendance record in our FAQs.

Available Credit

  • 3.00 Certificate of Attendance

Price

Cost:
$400.00
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Access Period

Recorded webinars are available for 180 days after the date of purchase or date of the webinar. Once posted to your account, you can view this webinar anytime on-demand during the access period identified in your purchase confirmation. For additional information on viewing and accessing webinars, view our full terms and conditions here.

Payment Policy

If you pay by credit card or PayPal, you will be able to access the recorded webinar immediately (unless the live webinar has not yet occurred). If you pay by check, we will grant access to the recording when we receive your check. You will receive a confirmation email once access is granted. Feldesman Training Solutions reserves the right to suspend access to the webinar if payment is not received within 30 days. For more information on payments and registration, please visit our FAQ page.

Cancellation Policy

No refunds will be provided for recorded webinars. Feldesman Training Solutions can transfer a registration to someone else within your organization or, provided you have not already viewed the webinar, transfer the registration to another on-demand program. Where the registration fee for the new webinar is higher, you must also pay the difference between the original course and the new course registration fee at the time of transfer. Administrative fees may also apply. If your organization purchased a webinar under the account of a staff member who no longer works for your organization, please contact us. View our full policy on refunds and cancellations here.

Required Hardware/Software

Google Chrome and Mozilla Firefox are the preferred browsers.