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Public Support: Preserving Your 501(c)(3) Status

July 18 @ 1:00 pm - 2:00 pm EDT

COURSE DESCRIPTION:

Understanding and maintaining your public support status is crucial to be able to continue to enjoy the tax benefits of a public charity. This course will cover what it means to be a publicly supported charity and how that differentiates your organization from a private foundation. We will discuss the various ways an organization may “pass” the public support test, and importantly, how to protect and preserve your public support status for the future.

 

LEARNING OBJECTIVES:

  • Define public support and how being a publicly supported charity differentiates an organization from a private foundation
  • Outline the various ways a charity may qualify as publicly supported
  • Learn about the five-year “rolling” public support calculation
  • Discuss the differences between a 509(a)(1) and 509(a)(2) public support calculation
  • Preserving and protecting your public charity status
Level Intermediate
NASBA (Field of Study) Taxes
CAE (Subject Domain) Organizational Strategy
Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.0
Cost Free
Delivery Group Internet Based
Course ID W514

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INSTRUCTORS
J. Calvin Marks, CPA
Tax Principal, Johnson Lambert LLP
Calvin is a Tax Principal at Johnson Lambert LLP with 15 years experience and leads the firm’s Nonprofit Tax & Compliance practice. He serves tax-exempt…
Andrew Hassler
Tax Manager, Johnson Lambert LLP
I am a CPA with a broad experience base in public accounting and multiple industries. A hardworking family man with a passion for learning, who…