On September 19, the IRS released its Exempt Organization Newsletter, Issue Number 2014-16.

  1. Register for IRS Phone Forum:  Stay Exempt – A Guide for Charitable Organizations with Changing Leadership
  2. Register for EO workshops
  3. Phone forum questions & answers available

  1.  Register for IRS Phone Forum:  Stay Exempt – A Guide for Charitable Organizations with Changing Leadership


Thursday, Sept. 25 at 2 p.m. ET

Topics include:

  • The cardinal rule: Follow your organization’s exempt purpose
  • Filing requirements
  • Fundraising rules
  • Governance and Recordkeeping
  • IRS Resources
  • UBIT and excise taxes

Register for this event.


  2.  Register for EO workshops


Register for our upcoming workshops for small and medium-sized 501(c)(3) organizations on:

  • Oct.29-30 – Eau Claire, WI
    Hosted by University of Wisconsin – Eau Claire
  • Dec. 9 – Austin, TX
    Hosted by Austin Community College

  3.  Phone forum questions & answers available


Review answers to questions posed by attendees of recent phone presentations on 501(c)(6) organizations, Form 990-N and 990-EZ Filing Tips, and UBI and Exempt Organizations.