Facebook
X
LinkedIn
ForwardTax-Exempt Organizations: Formation, Structure, and Compliance
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.
The on-demand version of this webinar will be available for purchase after the conclusion of the live webinar.
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:
- Understand the distinction between nonprofit entities and federally tax-exempt organizations
- Identify the legal requirements for obtaining and maintaining tax-exempt status under Internal Revenue Code Section 501(c)(3)
- Recognize common compliance risks involving private inurement, lobbying restrictions, and unrelated business income
- Learn best practices for governance, subsidiary structures, and ongoing federal and state regulatory compliance
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]
Participants can earn up to 3.20 CPE credits in Specialized Knowledge and Applications upon completion of all course requirements.
Attendee Requirements for CPE Credit
If you purchase CPE credit for this webinar you must satisfy the following conditions in order to receive your certificate:
- Answer at least 9 of the polling questions during the webinar
- Complete the evaluation survey after the conclusion of the webinar or in the follow-up email
Upon completion of these requirements, we will email you your CPE Certificate within two (2) weeks.
Additional Information
- Prerequisites: None
- 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
- Advanced Preparation: None
- Program Level: All
- Delivery Method: Group Internet Based
Feldesman LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org (formerly www.learningmarket.org).
Available Credit
- 3.00 Certificate of Attendance
- 3.20 CPE
Price
Access to the recorded version of this webinar is included in your purchase.
You will have access to the recordings for 180 days after enrollment. Once posted to your account, you can view each 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
We accept the following forms of payment: American Express, Mastercard, Visa, ACH, PayPal, electronic check, and check. For information about the methods of payment we accept, please review our Payment FAQs.
Refunds/Cancellations
Review our Cancellation Policies.
Required Hardware/Software
Google Chrome and Mozilla Firefox are the preferred browsers.