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Overview
Learn How to Prepare Formation Documents and Meet Tax-Exemption Requirements
When forming a tax-exempt business, it's imperative to draft solid articles of incorporation and bylaws. Do you know the secrets to preparing these essential documents? This course will walk you through the key steps of forming nonprofit organizations with drafting tips and practical pointers. Learn what it takes to create a nonprofit - register today!
- Gain best practices for drafting articles of incorporation.
- Learn how to effectively prepare and organize nonprofit bylaws.
- Get a practical overview of the formation process and IRS requirements.
- Take away practical filing and record management tips.
Abbreviated Agenda
- The Formation Process From A-Z
- Preparing Articles of Incorporation
- Preparing Corporate Bylaws
- IRS Requirements
- Filing and Record Management Best Practices
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
1 Total | 07-19-2026 |
| Indiana Paralegal CLE |
|
1 Total | |
| Montana CLE Credit for Paralegals |
|
1 Total | 07-19-2026 |
| New Mexico Paralegal Division, State Bar of |
|
1 Total | 07-19-2026 |
Select Jurisdiction
Paralegal
Agenda
-
Intro to Nonprofit Formation for Paralegals: Articles and Bylaws
- The Formation Process From A-Z
- Preparing Articles of Incorporation
- Preparing Corporate Bylaws
- IRS Requirements
- Filing and Record Management Best Practices
Who Should Attend
This intermediate-level course is designed to give paralegals the knowledge and tools they need to assist in the establishment of tax-exempt organizations. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Jennifer L. Urban
is the founder of Legal for Good PLLC, and devotes herself to representing charitable and non-profit organizations throughout Minnesota and Ohio. She routinely assists charitable organizations and individual donors with a variety of matters, including crisis management; fiscal sponsorship; nonprofit formation; 501(c) tax exemption; merger, consolidation and dissolution; nonprofit consulting, training and best practices; grant compliance and financial management; property tax exemption; sales tax exemption; non-profit related litigation; charitable solicitation and professional fundraising; government compliance and regulatory issues; and document review and creation. Ms. Urban is a graduate of the University of Wisconsin-Madison, as well as Ohio State University Moritz College of Law. After graduation, she served as a judicial law clerk to the Honorable Peggy L. Bryant, Tenth District Court of Appeals for the State of Ohio. Before transitioning to private practice, she served four years as an assistant attorney general at the Office of the Ohio Attorney General in the Charitable Law Division. Ms. Urban enjoys speaking at legal education seminars, directing the non-profit law clinic at the University of St. Thomas School of Law, and being a member of numerous prominent local legal organizations.
Top FAQs
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.
With each course, you will receive access to the content via OnDemand Streaming and the Video Download.
Course reference materials are included with each course purchase in a downloadable PDF format.
How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.
If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.
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