Tax Planning and Compliance for Tax-Exempt Organizations

Tax Planning and Compliance for Tax-Exempt Organizations PDF

Author: Jody Blazek

Publisher: John Wiley & Sons

Published: 2017-02-27

Total Pages: 304

ISBN-13: 1119352126

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The essential time-saving guide to the latest in nonprofit tax rules, regulations, and procedures Tax rules and regulations change annually, and nonprofit organizations know that staying compliant means staying up to date. But wading through tax code is less than helpful in the field, whereas the clear, practically oriented instruction inside provides the quick reference accountants, lawyers, and executives need. In the latest edition of Tax Planning and Compliance for Tax-Exempt Organizations, you'll find straightforward information on changing Unrelated Business Income (UBI) rules, joint ventures, sponsorships, deductions against UBI, preparation of IRS forms, and more. Nonprofit organizations—including health and welfare organizations, colleges and universities, private foundations, churches, libraries, museums, cultural institutions, and other smaller groups—contend daily with the possibility of losing their tax-exempt status. From qualifying and applying for that status, to maintaining and managing it, every nonprofit organization must plan and monitor ongoing procedures, activities, and forms to comply with federal, state, and local regulations. Access easy checklists for reporting, compliance, eligibility, and more Examine sample bylaws, applications, and forms Utilize comparison charts and other visual aids for easy reference Review bullet lists that compare what is and what is not acceptable Tax Planning and Compliance for Tax-Exempt Organizations is an indispensable guide to navigating the complex maze of nonprofit tax rules and regulations.

Tax Planning and Compliance for Tax-Exempt Organizations, 2001 Cumulative Supplement

Tax Planning and Compliance for Tax-Exempt Organizations, 2001 Cumulative Supplement PDF

Author: Jody Blazek

Publisher: Wiley

Published: 2001-02-22

Total Pages: 0

ISBN-13: 9780471390350

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This classic contains clear-cut answers to all procedural and tax process questions. There is straightforward information on changing UBI rules, joint ventures, sponsorships, deductions against UBI, preparation of IRS forms, and more. Includes checklists and complete citations. This book is supplemented annually.

Tax Planning and Compliance for Tax-Exempt Organizations, 2008 Cumulative Supplement

Tax Planning and Compliance for Tax-Exempt Organizations, 2008 Cumulative Supplement PDF

Author: Jody Blazek

Publisher: Wiley

Published: 2008-04-25

Total Pages: 0

ISBN-13: 9780470135839

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Supplemented annually to keep subscribers up-to-date on relevant changes in IRS forms, requirements, and related tax procedures, the Fourth Edition is a comprehensive guide to achieving and maintaining exempt-status for your nonprofit organization. Helpful tools such as easy-to-use checklists and comprehensive, line-by-line instructions for completing a variety of exemption applications and tax forms are included.

Tax Planning and Compliance for Tax-Exempt Organizations

Tax Planning and Compliance for Tax-Exempt Organizations PDF

Author: Jody Blazek

Publisher: Wiley

Published: 2007-03

Total Pages: 0

ISBN-13: 9780471797357

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The 2007 Cumulative supplement includes new information on the following: Pension Protection Act of 2006 and its impact 2006 Form 990 Readers should watch for new developments announced by the IRS in their fiscal 2007 Priority Guidance Plans released November 7, 2006. The list for 2007 includes completion of the following issues focused on in the past year: Guidance on political activity by section 501(c)(3) organizations (stemming from technical advise requested during examinations) Credit counseling and down-payment assistance examinations (Revocation of exemption recommended in a majority of these examinations.) Effectiveness of handling of exemption for Hurricane Katrina relief organizations. Penalty waivers and amounts imposed on political organizations that fail to comply with notice and reporting requirements under §527(l) Excess compensation initiative project (Report of these exams were delayed.) Hospitals and satisfaction of the community benefit standards and compensation policies Work with U.S. Treasury's Criminal Investigation Division on Counter-terrorism initiatives, including foreign grant-making by U.S. charities Look for additional ways to speed the review of Form 1023, including an update procedures for processing exemption applications set out in Rev. Proc. 90-27 and guidance on advance and definitive rulings for organizations treated as described in §509(a)(2) and §170(b)(1)(A)(vi)/§509(a)(1). During 2006, they did reduce the unprocessed inventory from 12,000 applications down to 7,000. Conduct a campaign to educate organizations about the new electronic filing requirements.

Tax Planning and Compliance for Tax-Exempt Organizations, Fifth Edition 2014 Cumulative Supplement

Tax Planning and Compliance for Tax-Exempt Organizations, Fifth Edition 2014 Cumulative Supplement PDF

Author: Jody Blazek

Publisher: Wiley

Published: 2014-04-28

Total Pages: 0

ISBN-13: 9781118797464

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The cumulative supplement to the Tax Planning and Compliance for Tax-Exempt Organizations, 5th Edition Nonprofit organizations including health and welfare organizations, colleges and universities, private foundations, churches, libraries, museums, cultural institutions, and other smaller groups contend daily with the possibility of losing their tax-exempt status. This update contains clear-cut answers to all procedural and tax process questions. Here, you'll find straightforward information on changing Unrelated Business Income (UBI) rules, joint ventures, sponsorships, deductions against UBI, preparation of IRS forms, and more. Includes checklists and complete citations.

Tax Planning and Compliance for Tax-Exempt Organizations

Tax Planning and Compliance for Tax-Exempt Organizations PDF

Author: Jody Blazek

Publisher: John Wiley & Sons

Published: 2015-11-09

Total Pages: 208

ISBN-13: 1119203449

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The essential nonprofit tax guide, updated with the latest rules and requirements The 2015 Cumulative Supplement to Tax Planning and Compliance for Tax-Exempt Organizations is the latest addition to the indispensable guide to navigating nonprofit tax issues stemming from evolving regulations and IRS procedures. This most recent supplement is packed with checklists and examples that ease the filing process. This new supplement is updated to align with the relevant changes in IRS forms, requirements, and procedures to help you ensure full compliance with the most up-to-date regulations. Clear, concise instructions guide you through important forms and documents, and expert discussion provides insight on specific issues such as unrelated business income, private inurement, affiliations, and employment taxes. Helpful checklists highlight critical concerns, sample documents provide clarification and example, and the nonprofit-specific guidance leads you through obtaining tax exemption, reporting, compliance testing, and lobbying expenditure management. Nonprofit organizations contend with the possibility of losing their tax-exempt status on a daily basis. Qualification, application, maintenance, and management—every aspect of that vital status requires a solidly executed strategy for ensuring compliance with federal, state, and local regulations. The 2015 Cumulative Supplement helps you put your strategy into action, with a host of valuable tools and expert guidance on the practical aspect of nonprofit tax planning. Follow line-by-line instructions for forms and applications Access easy checklists for reporting, compliance, eligibility, and more Examine sample bylaws, applications, and forms Utilize comparison charts and other visual aids for easy reference Review bullet lists that compare what is and what is not acceptable Tax rules and regulations change annually, and nonprofit organizations know that staying compliant means staying up to date. Wading through tax code is less than helpful in the field where clear, practically oriented instruction provides the quick reference accountants, lawyers, and executives need. The 2015 Cumulative Supplement to Tax Planning and Compliance for Tax-Exempt Organizations is the essential, time-saving guide to the latest in nonprofit tax rules, regulations, and procedures.