Louis E. Michelson, A Professional Corporation

Providing Legal and Tax Advisory Services to Nonprofit Organizations

Entries Tagged as 'Loss of Tax-Exempt Staus'

How to Rescue a Troubled Nonprofit – Federal Income Tax Considerations

February 8th, 2017 · Comments Off on How to Rescue a Troubled Nonprofit – Federal Income Tax Considerations · Federal Income Taxes, Form 1023, Form 1023-EZ, Loss of Tax-Exempt Staus, Rev. Proc. 2014-11

Did your nonprofit organization lose its tax-exempt status? Are you considering reinstating the exemption for federal income tax purposes? What issues should you be thinking about? The webinar below addresses the following topics: ● How loss of exemption occurs ● How to reinstate exemption ● Federal Reinstatement: critical dates ● 4 possible routes to reinstate […]

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Credit for New UCLA Extension Class: Nonprofit Organizations: Compliance and Governance

September 22nd, 2015 · Comments Off on Credit for New UCLA Extension Class: Nonprofit Organizations: Compliance and Governance · California Exempt Status, Federal Income Taxes, Form 990, Governance, Loss of Tax-Exempt Staus, nonprofit checklist, policies and procedures, state compliance, tax exemption

UCLA Extension can offer students of this class with credit as follows: ● CPAs will receive attendees36 hours of CPE credit ● Attorneys will receive 34 hours of MCLE credit, including 1 hour of Ethics ● Class credit towards a UCLA Extension certificate in accounting ● Class credit towards a UCLA Extension certificate in tax. […]

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How to Rescue the Troubled Nonprofit Seminar

June 26th, 2015 · Comments Off on How to Rescue the Troubled Nonprofit Seminar · California Exempt Status, Loss of Tax-Exempt Staus, state compliance, tax exemption, tax returns

Do you know what to do when federal tax exemption is automatically revoked?  Specifically, when federal tax-exemption is automatically revoked, how should a nonprofit re-establish its tax-exemption?  What about dealing with “suspended” status with the California Secretary of State?  These questions and more will be covered at this presentation. Objectives: ●  Learn when exemption will […]

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New UCLA Extension Class: Tax Reporting and Governance for Nonprofit Organizations

March 2nd, 2015 · Comments Off on New UCLA Extension Class: Tax Reporting and Governance for Nonprofit Organizations · California Exempt Status, California nonprofit law, Federal Income Taxes, Governance, intermediate sanctions, Loss of Tax-Exempt Staus, policies and procedures, Private foundations, tax exemption, tax returns

Designed for CPAs, Enrolled Agents, tax managers, controllers, trustees, financial planners, and executive directors, this 12 meetings course presents tax-related guidelines and key issues for nonprofit organizations. Topics covered include a step-by-step process for corporate formation and application for recognition of tax-exempt status, unrelated business income, taxation of commercial activities conducted through joint ventures and […]

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Small Nonprofit Consultation Checklist

March 10th, 2014 · Comments Off on Small Nonprofit Consultation Checklist · Federal Income Taxes, Governance, Loss of Tax-Exempt Staus, nonprofit checklist, policies and procedures, state compliance, tax exemption, tax returns

At the Tax Section Exempt Organizations Committee Meeting of the American Bar Association, held on January 24, 2014, a Small Nonprofit Consultation Checklist was presented.  Note: This checklist is designed for small public charities organized as nonprofit corporations. Charitable trusts, private foundations and supporting organizations should not rely on this checklist. Governing Documents Articles of […]

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Charities/501(c) (3) and Social Welfare Organizations/501(c) (4): What’s the Difference?

May 20th, 2013 · Comments Off on Charities/501(c) (3) and Social Welfare Organizations/501(c) (4): What’s the Difference? · Charity, Loss of Tax-Exempt Staus, social welfare 501(c)(4)

What is the difference between a charity which is tax-exempt under IRC Section 501(c) (3) and Social Welfare Organization tax-exempt under IRC Section 501(c) (4)?   Per the Regulations, a 501(c)(4) organization is one that is operated exclusively for the promotion of social welfare if it is primarily engaged in promoting in some way the […]

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Automatic Revocation of Exemption List

March 16th, 2013 · Comments Off on Automatic Revocation of Exemption List · Loss of Tax-Exempt Staus

Most tax-exempt organizations are required to file an annual return or notice with the Internal Revenue Service.  Section 6033(j) of the Internal Revenue Code automatically revokes the exemption of any organization that fails to satisfy its filing requirement for three consecutive years. The automatic revocation of exemption is effective as of the due date of […]

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Relief for California Charities: A Carrot and Stick Approach of SB 1341

October 2nd, 2012 · Comments Off on Relief for California Charities: A Carrot and Stick Approach of SB 1341 · California Exempt Status, Loss of Tax-Exempt Staus

California has given charities a new carrot and a stick to encourage compliance with filing requirements with the California Attorney General.  SB 1341 is effective January 1, 2013. Existing Law.  If a charity failed to file the registration statement or the periodic report, under existing law what used to happen would be the Attorney General […]

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Automatic Revocation of Exemption: In Error?

July 29th, 2012 · Comments Off on Automatic Revocation of Exemption: In Error? · Federal Income Taxes, Loss of Tax-Exempt Staus

Background: The Pension Protection Act of 2006 made two important changes affecting tax-exempt organizations, effective the beginning of 2007.  First, it requires all tax-exempt organizations, other than churches and church-related organizations, must file an annual return with the IRS. That includes small tax exempt organizations with gross receipts of $25,000 or less and had not […]

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Reinstated Exemption and Publication 78

April 19th, 2012 · Comments Off on Reinstated Exemption and Publication 78 · Loss of Tax-Exempt Staus

The IRS recently clarified the delay between the time an organization has its exemption reinstated and when Publication 78 is updated.    For more information, see the following IRS website link.

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