Content Provider
Gassman crotty den
Handout Materials
Presentation Slides
Additional Materials
Form 1023
Instructions for Form 1023
Free cpece webinars
501(c)(3) Organizations & Form 1023: Practical & Technical Considerations


Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 24, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This 60-minute webinar will introduce attendees to what it takes to establish and maintain a 501(c)(3) corporation or a trust and how to apply for tax-exempt status. The webinar will concentrate on establishing and maintaining private foundations and private operating foundations.

Learning Objectives:

  • Identify the best way to choose between a trust and a corporation

  • Determine how much specificity is needed in the organizational documents

  • Define special clauses required for special functions and objectives

  • Determine step by step advice on completing the Form 1023

  • Identify special considerations and forms for scholarships and providing support for individuals and public charities

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Gassman crotty den

Alan S. Gassman, J.D., LL.M., is a board-certified estate planning and trust lawyer who practices in Clearwater, Florida. He has an LL.M. in taxation from the University of Florida and practices in trust and estate planning, tax, wealth preservation, and the representation of physicians and medical practices.

Mr. Gassman speaks at many tax conferences, national programs, and webinar platforms, including Bloomberg BNA Tax and Accounting and the Notre Dame Tax and Estate Planning Institute

About Our Presenter

Gassman crotty den

Our firm was formed in 1987 with one lawyer and a shared secretary and receptionist to provide representation to professionals, business owners and retirees in their estate and related tax and personal planning, business and corporate needs.

Since then we have grown to 6 lawyers and over 20 staff, which we have found over the past two decades to be the best size for us. We are very proud of our team, our systems, and our dedication to providing the best and most appropriate legal services for all clients, whether big or small. Our lawyers meet together almost every morning to discuss and work together on cases, strategies and practice improvement projects in order to work the most efficiently and effectively for our clients. We like what we do and enjoy working together.