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Obtaining and Sustaining a Tax-Exempt Status

Date: Monday, December 10, 2018
Time: 1:00 - 2:30 pm EST

Sponsored by Lorman Education Services

Registration - Live Webinar Only: $199.00

Registration - Live Webinar Plus CD Recording: $268.00


Gain a better understanding of the application process and identify key issues when preparing an exemption application.

Many organizations receive recognition of tax-exempt status under Code Section 501(c)(3) but often do not understand the ongoing compliance requirements to maintain such status including the ramifications of noncompliance.

This topic helps individuals who are assisting organizations apply for tax-exempt status under Code Section 501(c)(3) understand the application process and to identify key issues when preparing an exemption application.

This material also reviews key issues relating to maintaining tax-exempt status such as annual filling requirements as well as areas that can result in audit or even revocation of tax-exempt status.

Learning Objectives:

  • You will be able to define what a charitable activity is.
  • You will be able to describe key elements of maintaining tax-exempt status under Code Section 501(c)(3).
  • You will be able to explain what private inurement and private benefit mean, including the differences.
  • You will be able to recognize situations that involve conflicts of interest.
This Live Webinar Covers These Hot Issues

Nonprofit to Tax-Exempt

• State vs. Federal
• Key Differences

Apply for 501(c)(3) Status

• What Is Charitable?
• Keys to Preparing a Successful Application
• Form 1023-EZ - Qualifying to File

Key Issues to Maintain Tax-Exempt Status

• Annual Filing Requirements With IRS
• Private Inurement/Private Benefit
• Conflicts and Compensation

Credit Information (Sponsored by Lorman Education Services):
  • CLE
  • CPE
  • Enrolled Agents

For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.


Anita Pelletier, Nixon Peabody LLP

  • Counsel in the Rochester, NY office of Nixon Peabody LLP
  • Represented organizations ranging from the very small to the very large on all matters relating to nonprofit governance and related issues; also worked with several organizations to guide them through IRS and regulatory audits; assisted numerous charities navigate the various rules regarding charitable solicitations in a market that necessitates the use of social media and electronic communications
  • Conducts regular seminars and workshops on nonprofit governance, issues relating to tax-exempt status and charitable solicitations
  • Member of the National Association of College and University Attorneys (NACUA) and a member of the Legal Resources Committee and is also involved with the Greater Rochester Association of Women Attorneys, previously serving as a board member as well as chair of their Media Committee and co-chair of the Program Committee; also a member of the American, New York State, and Monroe County bar associations
  • Received numerous awards for her commitment to pro bono service; in 2003, she received the William E. McKnight Award from the Monroe County Bar Association; in 2005, she received the Legal Aid Society of New York City Pro Bono Award
  • A recipient of Nixon Peabody’s Rodman Peabody Pro Bono Award, winning in 2005, 2006, 2007, 2008 and 2011 to 2015
  • Selected by peers for inclusion in The Best Lawyers in America© 2019 in the field of Nonprofit/Charities Law and has been listed in Best Lawyers since 2017
  • J.D. degree, summa cum laude, Syracuse University School of Law; M.P.A. degree, Maxwell School of Public Administration; B.A. degree in economics, St. John Fisher College
  • Can be contacted at 585-263-1164 or

(Not available outside the US)