• videocam Live Webinar with Live Q&A
  • calendar_month July 23, 2026 @ 1:00 PM ET/10:00 AM PT
  • signal_cellular_alt Intermediate
  • card_travel Accounting
  • schedule 110 minutes

Applying for Tax-Exempt Status: Completing Forms 1023 and 1023-EZ for IRC Section 501(c)(3) Status

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About the Course

Introduction

This webinar will review the IRS application process for tax-exempt status and completing Forms 1023 and 1023-EZ. Our seasoned nonprofit advisers will provide a section-by-section overview of these forms, identify required documents, and offer submission tips to facilitate an organization's application for this privileged status.

Description

Tax professionals are often asked if they can assist with applications for tax-exempt status. Even nonprofit professionals who regularly work with not-for-profit organizations are frequently not familiar with the nuances of the application process. Much lengthier and more intrusive, Form 1023, Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code, must be filed by organizations ineligible to file its counterpart, Form 1023-EZ. Organizations that project their annual gross receipts to exceed $50,000 in any of three upcoming years and organizations with a foreign mailing address are ineligible to file the streamlined form as explained on the three-page eligibility checklist included with Form 1023-EZ's instructions.

Both the Form 1023 and Form 1023-EZ are required to be filed electronically. Regardless of the form filed, careful and complete preparation of the application is critical. The IRS states, "Submitting this application does not guarantee exemption will be recognized. If your application is incomplete or not completed correctly, it may be rejected." Advisers and professionals working with nonprofits or assisting with these applications need to be familiar with common red flags and compliance issues of requesting tax-exempt status.

Listen as our expert panel of nonprofit professionals walks participants through completing Form 1023 and 1023-EZ to apply for tax-exempt status under IRC Section 501(c)(3).

Presented By

Farah N. Ansari
Partner
Schenck Price Smith & King LLP

Ms. Ansari is a Partner with Schenck Price, where she is Co-Chair of the Nonprofit Practice Group and a member of the Tax Planning Practice Group. She is currently a member of Schenck Price's Management Committee. Farah acts as outside counsel to nonprofits and possesses significant experience counseling nonprofit organizations including charities, foundations, associations, social clubs, educational organizations, arts organizations, religious organizations, hospitals and other tax-exempt organizations in both New York and New Jersey. Ms. Ansari's practice includes counseling on issues relating to the formation of public charities and private foundations, on-going operations and dissolution. She assists organizations with their transactions, contract negotiation and tax exemption compliance. Ms. Ansari also works with the boards of nonprofit organizations to educate on governance and fiduciary duties. 

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Credit Information

  • BARBRI is a NASBA CPE sponsor and this 110-minute webinar is accredited for 2.0 CPE credits.

  • BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).

Date + Time

  • event

    Thursday, July 23, 2026

  • schedule

    1:00 PM ET/10:00 AM PT

I. Welcome and introduction

A. Overview of the webinar

B. Objectives and goals

C. Introduction of participants

II. Understanding IRS Form 1023 and Form 1023-EZ

A. Purpose and differences

B. Complexity, length, and eligibility

C. Advantages and limitations

III. Key highlights of Form 1023

A. Section-by-section overview

B. Common pitfalls to avoid

IV. Key highlights of Form 1023-EZ

A. Overview and key sections

B. Common issues and efficient completion tips

V. Application process

A. Preparing and gathering documentation

B. Completing forms and submission

C. Post-submission tips

VI. Scrutiny and challenges with Form 1023-EZ

A. Increased scrutiny

B. Common red flags and compliance issues

C. Real-world examples and solutions

The panel will provide insights and guidance on these and other critical issues:

  • Increased IRS scrutiny of tax-exempt status applications
  • Tips to facilitate acceptance of the application for 501(c)(3) status
  • Which organizations are eligible to file Form 1023-EZ
  • Real-world examples, including completing sections of the application


Learning Objectives

After completing this course, you will be able to:

  • Understand the broad tax-exempt purposes that could qualify for tax-exempt status
  • Determine documentation required to be included with the application
  • Decide who is eligible for the streamlined application, Form 1023-EZ
  • Ascertain common pitfalls to avoid when completing Form 1023
  • Field of Study: Accounting
  • Level of Knowledge: Intermediate
  • Advance Preparation: None
  • Teaching Method: Seminar/Lecture
  • Delivery Method: Group-Internet (via computer)
  • Attendance Monitoring Method: Attendance is monitored electronically via a participant's PIN and through a series of attendance verification prompts displayed throughout the program
  • Prerequisite:

    Three years+ business or public firm experience at mid-level within the organization, preparing complex tax forms and schedules; supervisory authority over other preparers/accountants. Specific knowledge and understanding of cost allocation principles; familiarity with government standards for nonprofit organizations receiving federal grant monies

BARBRI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of Accountancy have final authority on the acceptance of individual courses for CPE Credits. Complaints regarding registered sponsons may be submitted to NASBA through its website: www.nasbaregistry.org.

IRS Approved Provider

BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).

BARBRI CE webinars-powered by Barbri-are backed by our 100% unconditional money-back guarantee: If you are not satisfied with any of our products, simply let us know and get a full refund. Contact us at 1-800-926-7926 .