Navigating eligibility requirements, processing procedures, bylaws, exemptions, and other complexities of the 501(c)(3) application process can be challenging. In the National Business Institute (NBI) webinar, “501(c)(3) Organization Formation From Start to Finish,” Sam Coppersmith shares tips for advising nonprofit clients through the application process.
Focusing on the onerous requirements for obtaining nonprofit designation from the IRS and how to identify problematic issues, Sam’s portion covers critical portions of the designation process, including:
- TCJA and other laws, rules, regs, and enforcement activities impacting nonprofits
- Eligibility requirements and classifications
- Establishing tax exempt status with the IRS
Sam has more than three decades of experience assisting local and national businesses, non-profit entities and individuals. A regular speaker for NBI, he covers a range of non-profit-related topics, including private foundations, forming a nonprofit, tax-exempt organizations, and serving on a non-profit board.