Tax Planning and Compliance for Tax-Exempt Organizations

An indispensable roadmap for the complex maze of tax-exempt rules and regulations

Tax Planning and Compliance for Tax-Exempt Organizations: Rules, Guides, Procedures, Seventh Edition, by Jody Blazek and Jane M. Searing, is a comprehensive and authoritative update to the widely read gold standard in nonprofit organization tax planning. It's been exhaustively updated to include the latest changes to the tax code, new IRS rulings, court decisions, and regulations issued since 2020.

You'll learn how to establish eligibility for tax-exempt status and maintain that status through compliant tax preparation and disclosure. You'll also discover how to properly handle mergers and terminations. This resource covers every step of a tax-exempt organization's lifecycle.

This book includes access to an annual supplement to keep subscribers current on changes in IRS policies, court decisions, and related issues, as well as easy-to-use guides that highlight critical concerns, like tax-exempt eligibility, reporting changes to the IRS, reasonable compensation evaluations, and tax compliance.

An essential inclusion in the libraries of everyone who manages or advises tax-exempt organizations, Tax Planning and Compliance for Tax-Exempt Organizations is an indispensable guide for tax and accounting professionals.

We would like to thank the following members of Deloitte Tax, Global Center for Excellence in Philanthropy team and the Washington National Tax practice for their indispensable contributions in researching, editing, and updating this Seventh Edition.

Jocelyne Miller, Jessica Karantonis, Rebekah Stanley, Mike Schlect, Jeff Frank, Maria De Ramos, Kristina Rasmussen, Amber Hopp, Sarah Redden, Stegin O'Neill, Emily Samuels, Morgan Wright, Eduard Braila, Adam Saleh, Stephanie Prieto, Alan Nguye, Cherry Zhang, Rachel Wood, and Rafe Hauser. We could not have done it without you!