Tax-Exempt Organizations: Formation and Operations
RegisterNina Tross MBA, EA

Session Begins: 1:00 PM ET/12:00 PM CT/11:00 AM MT/10:00 AM PT
Session Concludes: 3:00 PM ET/2:00 PM CT/1:00 PM MT/12:00 PM PT
This course will cover the issues to be considered during the formation of a tax-exempt organization; the completion of the Form 1023, Application for Recognition of Exemptions Under 503(c)(3) of the Internal Revenue Code; and the preparation of the Form 990, Return of Organization Exempt from Income Tax. The course will address the payroll and excise tax filing requirements for the tax-exempt organization.
At the completion of this session, the participants will be able to better:
- Compile the documents needed to apply for tax-exempt status.
- Identify the schedules that accompany the Form 1023.
- Ensure compliance of the record keeping and reporting requirements of the tax-exempt organization for the donors, employees and other stakeholders.
Administration: Streaming
Streaming Refunds
- Once your registration confirmation is emailed, due to the proprietary materials and content of Streaming orders are NOT ELIGIBLE for refund, cancellation, or transfer to another NSTP course.
Streaming Disclaimer
- Streaming materials and Streaming presentations are intended to stimulate thought and discussion and to provide attendees useful ideas and guidance in the areas of federal taxation and administration. These materials as well as the comments of the instructors do not constitute and should not be treated as tax advice regarding the use of any tax procedure, tax planning technique, device or suggestion, or any of the tax consequences associated with them.
- Although the NSTP has made every effort to ensure the accuracy of the materials and the seminar presentation, neither the author, the presenter nor the National Society of Tax Professionals assumes any responsibility for any individual’s reliance on the written or oral information presented during the presentation. Each attendee should verify independently all statements made in the materials, and during the seminar presentation, before applying them to a particular fact pattern and should determine independently the tax and other consequences of using any device, technique, or suggestion before recommending the same to a client or implementing the same on behalf of a client, or on the attendee’s own behalf.
- Streaming materials & presentations are fully protected under copyright law. Any attempt to copy for resale, distribution, or use other than personal use for tax preparation will be fully prosecuted of the law.
- For streaming courses that offer course materials prior to the course date, cancellations, refunds, or transfers to another course are not allowed. Once the course material is emailed, there are no cancellations, refunds, or transfers to another course.
Attendance Monitoring and Awarding CE
- Streaming courses employ a pop up tool for tracking attendance. According to NASBA guidelines, you need to respond to at least three popups per hour to qualify for continuing education (CE) credits. We have included several additional pop ups throughout the course to ensure all participants have the opportunity to earn the full CE credits available. CE credits cannot be earned by participating in the streaming course via phone only.
Other Administrative Policies
- Access Link: You will receive an email with a link to access the course once your payment has been successfully processed.
More Information
For more information regarding refund, cancellation, and complaint policies, please contact our offices at 1(800) 367-8130.
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