Nonprofit Organizations Committee: Conference Call on April 23, 2020

The Nonprofit Organizations Committee is excited to announce its presentation of:

New Form 1023:  Preparation and Technical Matters

April 23, 2020, 10:00 a.m. – 12:00 p.m.
(please note date change)

Please join the Nonprofit Organizations Committee for a program on the topic of “New Form 1023:  Preparation and Technical Matters.”  Our presenter is Louis Michelson.  As of January 31, 2020 the IRS requires that Form 1023, Application for Recognition of Exemption Under Section 201(c)(3) of the Internal Revenue Code, be completed and submitted through Pay.gov, although there is a 90 grace period during which the IRS will accept paper versions of Form 1023. This presentation will provide an overview of the form and detailed discussion of selected questions. It will also address technical matters relating to the electronic filing, including attachments, electronic signatures and payment of user fees as well as resources to learn more about the new form and filing procedure.

Louis E. Michelson focuses his practice on income tax planning, charitable giving and other federal, state and local taxation issues for individuals, corporations and tax-exempt organizations.  Mr. Michelson is Immediate Past Chair of the Nonprofit Organizations Committee.  Mr. Michelson is a lecturer at UCLA Extension on tax issues for nonprofit organizations and has been an Adjunct Professor at David Nazarian College of Business and Economics California State University Northridge for a class on income taxation of trusts and estates.  He has lectured for business and professional organizations and written articles on various federal and California tax topics.

This presentation will be accessible via conference call, which is free and open to the public.  The conference call can be accessed at the following dial-in number starting at 10:00 a.m.:

Dial-in: (855) 520-7605
Passcode: 7547908615#

The program may also be accessed via the following link to Zoom; to hear the conference call, please use the above dial-in number (not the Zoom audio).  The powerpoint presentation and other supporting documents being sent separately prior to the call.

Join Zoom Meeting
https://zoom.us/j/314205161

Meeting ID: 314 205 161
Password: 729761 

For more information about the Nonprofit Organizations Law Committee and its programs, please contact Barbara Rhomberg (Brhomberg@krnonprofitlaw.com) or Immediate Past Chair Louis E. Michelson (louis@lemtax.com).

*This program has been approved for MCLE credit by The State Bar of California for 1 hour of general MCLE credit.  California Community Foundation is a MCLE approved activity provider.  The California Lawyers Association is not the provider of this MCLE credit. 

For your reference, the following is the schedule of the upcoming meetings of the Committee:

• May 21, 2019, Audrey Rowe, CPA, Exempt Organizations and Nonprofits Unit, Franchise Tax Board – Conference Call
• June 18, 2020 – conference call

This e-bulletin was written by Louis E. Michelson, Immediate Past Chair of the Nonprofit Organizations Committee.