Discovering the Life-Cycle of Nonprofit Organizations
San Gabriel Valley Chapter In-Person Meeting

Date/Time:

Thursday, August 3, 2023
5:00 to 7:30 PM

Location:

Marie Callenders
1560 Albatross Rd
City of Industry, CA 91748

Topic: 

This course will introduce the participant to the life cycle of a nonprofit organization. We will examine the 5 stages of creating, maintaining, and closing a nonprofit organization.

Stage 1: Starting Out
Stage 2: Applying for Exemption
Stage 3: Required Filings
Stage 4: Ongoing Compliance and
Stage 5: Significant Events

Finally, we will note some resources available to the tax professional in understanding and assisting in the life cycle of a Nonprofit Organization.

Presenter:

David A. Eastis, CRTP, BA, MA
Mr. Eastis holds various degrees. His BA is in the area of accounting from Indiana University, South Bend. Other degrees held are from the University of La Verne and Bethany Theological Seminary. David currently has a practice located in Brea, California. One of his specialties is dealing with Non-Profit Corporations. As an active member of CSTC, he has held numerous positions of leadership including state president of CSTC and positions within individual chapters. David is a frequent speaker at the annual CSTC Summer Symposium. David has been an annual speaker in our own Greater Long Beach Chapter sharing his expertise on numerous topics.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01850-23-I
CTEC: 1000-CE-5278

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member): $45
Registration Fee (Non-Member): $75

Please call or email Melinda Estrada at [email protected] or 626-242-8106 to register.

Cancellation and Refund Policy
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.