Enrolled Agent Exam [Part 2] 90, Tax-Exempt Status Application — Form 1023, 1024

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The crucial difference between Form 1023 for charitable 501(c)(3) organizations and Form 1024 for other non-profits like social clubs and business leagues. - The specific financial thresholds for using the streamlined Form 1023-EZ, including the $50,000 gross receipts and $250,000 total asset limits. - How the 27-month rule determines if an organization's tax-exempt status is r...