- NY Credits : 8.0
- TX Credits : 8.0
- CTEC Credits : Federal Tax Law - 8.0
- IRS Enrolled Agent Credits : Federal Tax/Tax Related Matters - 8.0
- IRS Non-Credentialed Return Preparer Credits : Federal Tax - 8.0
Companion to PPC's 990 Deskbook - Course 2 - Form 1023 (990TG182)
Identify the benefits of tax-exempt status, and which organizations are automatically exempt.
Determine the best way to address procedural issues related to Form 1023.
Recognize the information required on Parts I, II, III, IV, and V of Form 1023.
Identify the necessary information for filling out Parts VI, VII, and VIII of Form 1023.
Recognize the differences between qualifying as a public charity and a private foundation.
Determine how to qualify as a public charity under the rules that govern supporting organizations.
Identify the purpose of Part IX of Form 1023.
Lesson 1—Determining How and When to File for Exemption
Lesson 2—Providing Information about the Organization and Its Activities and Operations
Lesson 3—Determination of Public Charity versus Private Foundation Status
Lesson 4—Providing Financial Data