Tax Workshop 501(c)(3)

IRS Approved Continuing Education Provider logo graphic

The Tax Institute presents:

A ONE DAY WORKSHOP ON TAX COMPLIANCE & REGULATIONS GOVERNING NON-PROFIT & CHARITY ORGANIZATIONS

NOTE: The Lincoln location has reached its capacity and is now closed. Please register for the Kearney location.

501(c)(3) Workshop

Presented by IRS Exempt Organizations Specialists, this one‐day workshop will explain what 501(c)(3) organizations must do to keep their tax‐exempt status and comply with tax obligations. As every 501(c)(3) organization knows, IRS rules and regulations are stringent and ever-changing. Attend this special, low-cost workshop to hear directly from the IRS about the benefits and responsibilities under 501(c)(3) and actions that may jeopardize the exempt status of an organization. This workshop is intended for small and medium size non profit organizations.

What will I learn at the 501(c)(3) Workshop?

Learn to navigate tax compliance and regulations from IRS Exempt Organization Specialists in a one-day workshop for small and medium sized 501(c)(3) tax exempt organizations.

Topics include:

  1. Tax-Exempt Status: The benefits and responsibilities of tax-exempt status, including activities that may
    jeopardize this status.
  2. Unrelated Business Income: The definition of unrelated business income, common examples, common exceptions, and filing requirements. Also includes a discussion of charitable gaming.
  3. Employment Issues: Classification of workers and filing requirements for employees and independent contractors.
  4. Form 990: Tips on record keeping and tips on completing Form 990. Also includes a discussion of the IRS audit process.
  5. Required Disclosures: An overview of disclosures tax-exempt organizations are required to make including a discussion on the substantiation of charitable contributions.

Click here for the Workshop Agenda >

Who are the instructors?

IRS Exempt Organizations Specialists will instruct and discuss tax compliance & regulations governing exempt organizations.

Cheryl Teser is a Senior Program Analyst in the Compliance Strategies Unit of Exempt Organizations in the Tax Exempt/Government Entities Operating Division of the Internal Revenue Service. In this capacity, she is assigned a wide range of responsibilities within Exempt Organizations with her major program to serve as the EO Fed/State Liaison. As the EO Fed/State Liaison, she is responsible for serving as a link between state governments and the IRS with respect to not-for-profit issues. She has previously held the position of Technical Coordinator for Mandatory Review for EO Examinations and spent 10 years as a field agent performing examinations of exempt organizations throughout Nebraska. Cheryl received her CPA certificate in Nebraska in 1998 and is a member of the Nebraska Society for CPA's, currently serving on the Foundation’s Board of Directors as well as on the Not-For-Profit Committee.

Stephen Clarke has been a tax law specialist with IRS Exempt Organizations since 2005. He currently serves as a Project Manager, and continues to manage the IRS Form 990 redesign and other projects. He specializes in health care, hospitals, churches and religious organizations, and other tax-exempt organizations and issues. Prior to joining the IRS, he served as an attorney at Gammon & Grange, P.C., a law firm in northern Virginia, where he specialized in tax-exempt organization law, communications law, and trusts and estates. He has a BA degree from Wheaton College (IL), a JD degree from the College of William and Mary School of Law, and is a member of the Virginia Bar.

Who should attend?

For one day only, small and medium-sized tax-exempt organizations, tax and legal professionals, and those who work and volunteer at 501(c)(3) organizations, can learn about important IRS regulations directly from IRS Tax Representatives.

Locations

Two convenient locations!
Lincoln, Nebraska – May 22, 2012 (CLOSED - AT CAPACITY)
Kearney, Nebraska – May 24, 2012

Lodging: All workshop locations have lodging available unless otherwise indicated. Special discounted rates have been arranged on a first-come, first-served basis. To receive the special rate, mention the UNL Tax Institute. All lodging arrangements and payments are the responsibility of the attendee.

Lincoln, Nebraska – May 22, 2012 (CLOSED - AT CAPACITY)
Location: Beacon Hills Conference Center - Country Inn & Suites Hotel
5353 North 27th Street
Lincoln, NE 68521
Near Interstate: Interstate exit 403 for 27th Street
Phone: (402) 476-5353
Date: May 22, 2012
Time: 9:00AM – 4:30PM Registration/Check-in begins at 8:00AM (CST) each morning - please allow yourself time for signing in each morning.
Cost: $45 per person (pre-registration required)
Kearney, Nebraska May 24, 2012
Location: Holiday Inn Convention Center
110 Second Avenue
Kearney, Nebraska 68847
Near Interstate: Interstate exit 272 for NE-44
Phone: (308) 237-5971
Date: May 24, 2012
Time: 9:00AM – 4:30PM Registration/Check-in begins at 8:00AM (CST) each morning - please allow yourself time for signing in each morning.
Cost: $45 per person (pre-registration required)

Registration Fee

Registration Fee: $45. The registration fee includes instruction and materials only. A valid MasterCard, Visa, or American Express credit card will be required for payment. Please have your card information ready.


Online registration closes May 20, 2012 – After May 20, call in your registration in order to secure a seat and materials.

Cancellation Policy: Cancellation requests must be placed in writing and received seven working days before a program for a refund, minus a $30 administrative charge.

The Internal Revenue Service Program: Exempt Organizations - Customer Education & Outreach will issue a Certificate of Attendance for attendees who have attended the whole day and who request the certificate.

Certificate of Attendance will be issued by the University of Nebraska–Lincoln, Office of Online & Distance Education – Conference & Professional Programs for attendance at the workshop.

Continuing Education Units/Hours

Approved: Enrolled Agents (IRS) - 6 hrs

Approved: Returning Tax Preparers (IRS) - 6 hours

Approved: Attorneys (Nebraska MCLE) - 4.75 hours

Approved: Board of Public Accountancy - 7 hours

Total Instructional Time: 6 Hours (Based on a 50-minute hour, in accordance with the standards of the
National Registry of CPE Sponsors.)

Contact Information

For more information about current programs or to assist with future accounting and tax continuing education program development, please contact Virginia Uzendoski at vuzendoski@unl.edu or phone (402) 472-9334.

Additional Information

Exempt Organizations educational opportunities are available any time; visit IRS Stay Exempt for more details.