Greener to Speak at NBI Seminar entitled, “Tax Exempt Organizations From State to Finish”

June 17, 2014 | Trusts & Estates

Jeffrey Greener, a partner in the firm’s Trusts, Estates & Taxation practice group, will be a speaker at the National Business Institute Seminar’s entitled, “Tax Exempt Organizations From State to Finish,”  Mr. Greener will present, “Establishing Tax-Exempt Status With the IRS.”

This presentation will cover:

  • Nonprofit vs. Tax Exempt
  • Determining the type of tax-exempt organization under the Internal Revenue Code
  • 501(c):  publicly supported or private foundation?
  • IRS application process for 501(c)(3) – Form 1023
    • the importance of the narrative description of activities
    • submitting the budget:  what you need to know
    • other traps for the unwary
    • retroactive applications for existing organizations
  • IRS application process for other 501(c) categories that qualify for exemption
  • Required annual or periodic federal/state/local filings

This basic level program provides an orientation to the legal and tax nuts and bolts of exempt organizations for attorneys; CPAs and accountants; tax managers; registered tax return preparers; in-house counsel; nonprofit organization directors and officers; nonprofit organization bookkeepers and controllers; and paralegals.

This course has been approved in accordance with the requirements of the NYS CLE Board for a maximum of 8 credit hours, of which 7 hours can be applied to the areas of professional practice and 1 hour can be applied to ethics and professionalism requirement.

For more information on the entire program, including additional credit information, and/or to register, visit

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