Tax Planning and Compliance for Tax-Exempt Organizations: Rules, Checklists, Procedures

A hands-on roadmap to navigating the complicated maze of tax-exempt rules and regulations

In the newly revised seventh edition of Tax Planning and Compliance for Tax-Exempt Organizations: Rules, Checklists, Procedures, a team of celebrated tax and nonprofit specialists delivers a critical update to their widely read and authoritative series on nonprofit organization taxation. It’s an essential guide to making sense of the complexities of nonprofit tax rules and regulations.

Packed with checklists and suggestions, this book tells you exactly how to understand--and comply with--the complicated maze of tax-exempt organization rules and regulations administered by the Internal Revenue Service.

In the book, you’ll find:

• Extensive, quick-use checklists for determining tax-exempt eligibility, reporting to the IRS, and tax compliance
• Detailed instructions for submitting exemption applications and tax forms
• Sample documents, including organizational bylaws, letters of application, and completed IRS forms
• Tools and practice aids, like a comparison chart explaining the differences between public and private charities

Written by two of the leading authorities in a rapidly evolving field, Tax Planning and Compliance for Tax-Exempt Organizations dives deep into the most recent changes to the tax code, new case law and IRS rulings, and regulations promulgated since 2020. It’s perfect for tax and accounting professionals everywhere.

JODY BLAZEK was a founder and partner in Blazek & Vetterling, a Houston-based CPA firm focused on tax, auditing, and financial planning for exempt organizations and the people who create, fund, and work with them. She is the author of six books in the Wiley Nonprofit Series, including Financial Planning for Nonprofit Organizations Made Easy and The Tax Law of Private Foundations, Sixth Edition. She is a frequent speaker at nonprofit symposia.

JANE M. SEARING is a managing director in Deloitte Tax’s Private Wealth practice, and the Global Center for Excellence in Philanthropy. She specializes in tax-exempt organizations, specifically private foundations, and philanthropic planning, and focuses on helping family offices and ultra-high-net-worth individuals execute their philanthropic vision. Searing is a frequent speaker and writer, a certified public accountant in Washington, Hawaii, and Colorado, and a member of the American Institute of Certified Public Accountants.