The IRS’s New Online 1023 Application



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Course Description

Rebroadcast – November 11, 2020

  • 10:00-11:00am PT / 11:00-12:00pm MT / 12:00-1:00pm CT / 1:00-2:00pm ET

This program was recorded on August 25, 2020

The IRS’s new online 1023 application process can be daunting with changes to the information provided, supplemental materials, and submission process. This course will cover the basics of the 1023 application and the new online format. We will discuss the new 1023 application’s formatting, information requested, and submission procedures.

Attorney Peter SmithPeter Smith
Peter’s practice includes corporate transactions and dispute resolution. Specifically, Peter focuses on providing enterprises with counsel and advice for a variety of issues surrounding business start-up. His experience includes advising nonprofits, for-profits and the especially interesting formation of businesses seeking to make a social impact like those operating or forming social purpose corporations. Peter’s litigation background includes complex business dispute, environmental, land use, and real estate litigation. He has represented both public and private clients in a variety of jurisdictions including federal and state courts, local administrative proceedings, local legislative hearings, and state hearings boards including the Pollution Control Hearings Board. Peter speaks and writes about a number of corporate law issues including tax-exemption, nonprofit and for-profit governance, and the legal considerations facing social entrepreneurs. Peter has donated his time by lecturing for Wayfind, a nonprofit organization that provides legal support for community based nonprofits, and advocating for low-income tenants through for the Housing Justice Project.

Contact Peter Smith

Attorney Tara VitaleTara Vitale
I serve local for-profits and nonprofits through formation, growth, and exit strategies. I empower both for-profit and nonprofit founders to establish their new venture correctly from day one. Working with a business from the start builds a solid foundation from the first day they open their doors.

Once established, I continue to partner with clients throughout their growth by assisting with compliance issues, hiring, partnership agreements, customer and vendor agreements, and fundraising. I ensure my clients can accomplish their goals while protecting their hard work.

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  1. Nonprofit versus Tax-exemption
  2. The 1023 application options
  3. The IRS’s switch to online
  4. The new online system, application, and formatting
  5. Changes to the 1023 and information requested
  6. The submission process