Tax Planning and Compliance for Tax-Exempt Organizations (eBook)

Rules, Checklists, Procedures

Jody Blazek (Autor)

eBook Download: PDF

2004 | 4. Auflage
896 Seiten
John Wiley & Sons (Verlag)
978-0-471-67752-9 (ISBN)

Infos

Tax Planning and Compliance for Tax-Exempt Organizations:
Rules, Checklists, and Procedures, Fourth Edition is an
indispensable guide to navigating the complex maze of nonprofit tax
rules and regulations. Along with clear, concise instructions for
filing Forms 990 and other important IRS forms and documents, this
practical guide covers the significant issues facing nonprofit
organizations, including unrelated business income, private
inurement, affiliations, and employment taxes. It also provides
practical guidance on obtaining the tax exemption; reporting to
boards, auditors, and the IRS; testing ongoing tax compliance; and
managing lobbying expenditure.

An essential, timesaving guide for accountants, lawyers,
nonprofit executives and directors, consultants, and volunteers,
this Fourth Edition offers:

* A supplemental, annual update to keep subscribers current on
relevant changes in IRS forms, requirements, and related tax
procedures.

* Easy-to-use checklists highlighting such critical concerns as
tax-exempt eligibility, reporting to the IRS, and tax
compliance.

* A variety of sample documents, including organizational bylaws,
letters of application, and completed IRS forms.

* Helpful practice aids, such as a comparison chart summarizing
the differences between public and private charitable
organizations.

* Practical tips and suggestions for handling such critical
situations as preparing for and surviving an IRS examination.

Autor

JODY BLAZEK, CPA, is a partner in Blazek &Vetterling, LLP, an accounting firm that focuses on financial planning, tax compliance, and auditing for tax-exempt organizations and the individuals who create, fund, and work for them. She is also a founding director of Texas Accountants and Lawyers for the Arts and a board member of the Anchorage Foundation, Houston Artists Fund, River Pierce Foundation, and the Planned Giving Council of Houston. Blazek's nonprofit concentration began when she worked at KPMG Peat Marwick and continued when she served as chief financial officer of the Menil Foundation. She is the author of The Legal Answer Book for Private Foundations, the 990 Handbook, and Financial Planning for Nonprofit Organizations. She received her BBA from the University of Texas at Austin and attended South Texas School of Law.

Produkt-Details

• Erscheint lt. Verlag: 21.5.2004
• Reihe/Serie: Wiley Nonprofit Law, Finance, and Management Series
• Reihe/Serie: Wiley Nonprofit Law, Finance, and Management Series
• Sprache: englisch
• Themenwelt: Wirtschaft ► Betriebswirtschaft / Management ► Planung / Organisation
• Schlagworte: Business & Management • Gemeinnützige Organisationen / Finanz- u. Rechnungswesen • Gemeinnützige Organisationen / Finanz- u. Rechnungswesen • Non-Profit Organizations / Finance & Accounting • Wirtschaft u. Management
• ISBN-10: 0-471-67752-3 / 0471677523
• ISBN-13: 978-0-471-67752-9 / 9780471677529