Course ID: TEOA

Tax Exempt Organizations — Advanced Planning and Compliance for Tax Matters

Tax exempt organizations are subject to a variety of complex tax rules and can be exposed to penalties if their everyday operations are not carefully monitored. The IRS is expanding audit coverage of all types of exempt organizations, concentrating on “governance” issues. This program addresses, from a transaction planning and compliance perspective, the major tax issues exempt organizations face.


LEARNING OBJECTIVES
  • ? Advise exempt organizations on a wide range of tax issues, including ? unrelated business income ? executive compensation ? fringe benefits ? unrelated debt financed income ? the tax treatment of special events ? Advise clients regarding lobbying expenditures ? Explain the intermediate sanction rules to organization managers ? Address issues faced by social clubs ? Deal with current IRS audit issues

MAJOR TOPICS

? Common tax issues in exempt organizations ? Lobbying expenses (including Section 501(h) election) ? Intermediate Sanctions ? Relationships with controlled subsidiaries ? Tax issues relating to publications and advertising revenue ? Unrelated debt financed income – advanced issues ? Social clubs – special problems ? Other exempt organizations ? Case studies/Recent developments in federal taxation relating to exempt organizations ? Report on IRS audit initiatives directed at exempt organizations


DESIGNED FOR
CPAs with planning and compliance responsibility for tax exempt organizations

FIELD OF STUDY
Taxes

PREREQUISITES
None

COURSE PRODUCER
Nichols Patrick CPE, Inc

CPE CREDITS
8.0

LEVEL
Advanced

This course is avaliable for your group as:

Group Live
 

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