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CSTC Academy - Discovering the Life Cycle of a Non-profit Organization
Thursday, August 13, 2020, 8:30 AM - 12:00 PM PDT
Category: CSTC Academy

  Thursday, August 13, 2020
8:30 AM to 12:00 PM

Topic: Discovering the Life Cycle of a Non-profit Organization
Speaker: David Eastis, CRTP
2 Federal Tax Law Hours, 2 California Hours
IRS: 18QC1-T-01368-20-O
CTEC: 1000-CE-4761

Course Description:
This course will introduce the audience to the life cycle of a non-profit organization.

Stage 1: Starting Out
Creating a non-profit organization under state law, acquiring an EIN, and identifying appropriate Federal tax classification. 

Stage 2: Applying for Exemption
Acquiring, completing, and submitting application Forms 1023, 1024, and CA Form 3500; and discover how the IRS and FTB processes applications.

Stage 3: Required Filings
Annual Exempt Organization Returns Form 990, Form 199 (CA), Form RR1 (Attorney General of CA), Statement of Information (Sec of State); and unrelated business income tax filings.

Stage 4: Ongoing Compliance
Determining how a non-profit organization can avoid jeopardizing its tax-exempt status.

Stage 5: Significant Events
Understanding audits, private letter rulings, and the termination process.

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.


Contact: [email protected] or 949-715-4192