BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:34bed76d59f9dfcdb3ea5f3a26ee0a4f718 CATEGORIES:CSTC Academy SUMMARY:CSTC Academy - Discovering the Life Cycle of a Non-profit Organization DESCRIPTION:
Thursday, August 13, 2020
8:30 AM to 12:00 PM
Topic: Discovering the Life Cycle of a Non-profit Organi
zation
Speaker: David Eastis, CRTP
IRS: 18QC1-T-01368-20-
O
CTEC: 1000-CE-4761
Course Description:
<
/strong>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, acquirin
g an EIN, and identifying appropriate Federal tax classification.
p>
Stage 2: Applying for Exemption
Stage 3: Required Filings
Annual Exempt Organization Returns Form 990, Form 199 (CA), Form RR1 (Atto
rney General of CA), Statement of Information (Sec of State); and unrelated
business income tax filings.
Stage 4: Ongoing C
ompliance
Determining how a non-profit organizat
ion can avoid jeopardizing its tax-exempt status.
Case Study: we will complete a final Form 990 and Form 19 9 in order to close a non-profit organization.
Learning Objectives:< /span>
#1: Attendee will be able to as sist potential clients with applying for exemption for a non-profit organiz ation, submitting application forms 1023,1024, and CA form 3500.
#2: Attendee will be able to navigate and fill ou t form 990, form 199, form rr1, and statement of information. They will com plete 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- o f Arts Degree from the University of La Verne in 1980, and Master of Arts i n Theology Degree from Bethany Seminary in 1984. He completed his accountin g degree in 2003 from Indiana University, South Bend, Indiana.
David joined the California Society of Tax Consultants in 2004. Davi d has served as Secretary for the Greater- Long Beach Chapter-, a 4-year- t erm as Secretary, a one-year term as 1st Vice President. and a two-year ter m as President of CSTC Society Board for 2015-2016. Currently, David serves as a Society Board Director- for Region Three.
David ha s been encouraged by CSTC to share his gifts of speaking and teaching as a presenter- for various chapter- meetings. the CSTC Summer Symposium, and th e Fall Symposium. His topics have included: Non-Profits Form 990; S Corpor ations; Preachers, Teachers, and other Tax Creatures (specialized vocationa l Fields}; Charitable Contributions; Reading Schedule K-1s; and Ethics. And in the Fall of 2019, David has completed his eighth year teaching the Fund amentals Tax Course (Contact ) for-CSTC. David lives with his wife, Ann, and their dog Archie, in La Habra California.
CONTACT:info@cstcsociety.org or 949-715-4192 DTSTAMP:20240328T100239 DTSTART;TZID=America/Los_Angeles:20200813T083000 DTEND;TZID=America/Los_Angeles:20200813T120000 SEQUENCE:0 TRANSP:OPAQUE END:VEVENT END:VCALENDAR