On July 1, the IRS released its Exempt Organization Newsletter, Issue Number 2014-12.

  1. Register for the July 24 webinar: How to apply to be tax-exempt (including new Form 1023-EZ)
  2. Office of Professional Responsibility issues revisions to Circular 230
  3. New Voluntary Education Program for 2015 for registered tax return preparers
  4. Review posted presentation: Veterans Organizations – Help from the IRS on key rules
  5. Register for EO workshops

  1. Register for the July 24 webinar:  How to apply to be tax-exempt (including new Form 1023-EZ)

2 p.m. ET Register for this presentation Learn about:

  • General requirements for applying for 501(c)(3) tax-exempt status
  • Application Forms 1023, i1023, 1023-EZ, and 1024
  • Requirements for filing each application
  • Filing tips for applying for tax-exempt status
  • Exempt Organizations resources

  1. Office of Professional Responsibility issues revisions to Circular 230

These changes affect attorneys, accountants, enrolled agents and other tax professionals. Review changes.


  1. New Voluntary Education Program for 2015 for registered tax return preparers

For more information, read Revenue Procedure 2014-42.


  1. Review posted presentation: Veterans Organizations – Help from the IRS on key rules

Topics include issues affecting 501(c)(19) organizations, like filing requirements, social activities, unrelated business income, employment issues and group rulings. Review presentation.


  1. Register for EO workshops

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

  • Sept. 8&9 – San Francisco, CA Hosted by the University of San Francisco LLM in Taxation Program
  • Sept. 17 – Blackwood, NJ Hosted by Camden Community College
  • Sept. 18 – South Orange, NJ Hosted by Seton Hall University
  • Sept. 24 – Harriman, TN Hosted by Roane State College
  • Sept. 25 – Austin, TX Hosted by Austin Community College
  • Oct. 29-30 – Eau Claire, WI Hosted by University of Wisconsin – Eau Claire