Blazek Tax Planning and Compliance for Tax-Exempt Organizations

Rules, Checklists, Procedures
4. Auflage 2004
ISBN: 978-0-471-67752-9
Verlag: John Wiley & Sons
Format: PDF
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 896 Seiten, E-Book

Reihe: Wiley Nonprofit Law, Finance, and Management Series

Tax Planning and Compliance for Tax-Exempt Organizations:Rules, Checklists, and Procedures, Fourth Edition is anindispensable guide to navigating the complex maze of nonprofit taxrules and regulations. Along with clear, concise instructions forfiling Forms 990 and other important IRS forms and documents, thispractical guide covers the significant issues facing nonprofitorganizations, including unrelated business income, privateinurement, affiliations, and employment taxes. It also providespractical guidance on obtaining the tax exemption; reporting toboards, auditors, and the IRS; testing ongoing tax compliance; andmanaging 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 onrelevant changes in IRS forms, requirements, and related taxprocedures.
* Easy-to-use checklists highlighting such critical concerns astax-exempt eligibility, reporting to the IRS, and taxcompliance.
* A variety of sample documents, including organizational bylaws,letters of application, and completed IRS forms.
* Helpful practice aids, such as a comparison chart summarizingthe differences between public and private charitableorganizations.
* Practical tips and suggestions for handling such criticalsituations as preparing for and surviving an IRS examination.

Autoren/Hrsg.

Blazek, Jody

Über Autor(innen)

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.