Exempt Organizations Advisory - IRS to Hold Workshops for Small and Mid-Sized 501(c)(3) Exempt Organizations

By: Catherine W. Wilkinson (cwilkinson@steptoe.com)
Suzanne Ross McDowell (smcdowell@steptoe.com)

On October 26, the IRS announced that it is offering one-day workshops for small and mid-sized section 501(c)(3) exempt organizations on the following  dates and locations:

• Salt Lake City, Utah — Nov. 13, 14 and 15
• Columbia, S. C. — Dec. 4, 5 and 6
• Sacramento, Calif. — Dec. 18, 19 and 20
• Arlington, Va. — April 1, 2 and 3
• Austin, Texas — May 6, 7 and 8
• Columbus, Ohio — May 20, 21 and 22
  

According to the IRS, the workshop is designed for administrators, volunteers or tax practitioners who are responsible for an organization's tax compliance and will explain what 501(c)(3) organizations must do to keep their tax-exempt status and comply with tax obligations. Each workshop will cover the benefits and responsibilities of tax-exempt status and actions that could jeopardize that status; unrelated business income and gaming; employment issues; an explanation of Form 990 and the new "e-Postcard" filing requirement; and required disclosures. Workshop leaders will also discuss how the Pension Protection Act of 2006 affects exempt organizations.  The workshop does not cover how to apply for tax-exempt status or compliance requirements for non-501(c)(3) organizations.

The non-refundable cost is $45 and includes a text and other IRS forms and publications. Pre-registration is required.  For more information or to register, go to the Charities & Non-Profits page on the IRS Web site at www.irs.gov/eo and click on the “Calendar of Events” link. Information and registration is also available by calling Events by Design, the IRS’ registration services provider, at 1-800-521-3980.