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Thursday, August 13, 2020 Topic: Discovering the Life Cycle of a Non-profit Organization Course Description: Stage 1: Starting Out Stage 2: Applying for Exemption Stage 3: Required Filings Stage 4: Ongoing Compliance Stage 5: Significant Events Case Study: we will complete a final Form 990 and Form 199 in order to close a non-profit organization. Knowledge Level: Intermediate Learning Objectives: #1: Attendee will be able to assist potential clients with applying for exemption for a non-profit organization, submitting application forms 1023,1024, and CA form 3500. #2: Attendee will be able to navigate and fill out form 990, form 199, form rr1, and statement of information. They will complete a final form 900 and form 199 in order to close a corporation. #3: Attendee will determine how a non-profit organization can avoid jeopardizing its tax-exempt status. David Eastis, CRTP David A Eastis, CRTP, received his Bachelor- of Arts Degree from the University of La Verne in 1980, and Master of Arts in Theology Degree from Bethany Seminary in 1984. He completed his accounting degree in 2003 from Indiana University, South Bend, Indiana. David joined the California Society of Tax Consultants in 2004. David has served as Secretary for the Greater- Long Beach Chapter-, a 4-year- term as Secretary, a one-year term as 1st Vice President. and a two-year term as President of CSTC Society Board for 2015-2016. Currently, David serves as a Society Board Director- for Region Three. David has been encouraged by CSTC to share his gifts of speaking and teaching as a presenter- for various chapter- meetings. the CSTC Summer Symposium, and the Fall Symposium. His topics have included: Non-Profits Form 990; S Corporations; Preachers, Teachers, and other Tax Creatures (specialized vocational Fields}; Charitable Contributions; Reading Schedule K-1s; and Ethics. And in the Fall of 2019, David has completed his eighth year teaching the Fundamentals Tax Course (Contact ) for-CSTC. David lives with his wife, Ann, and their dog Archie, in La Habra California.
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