Tax Planning and Compliance for Tax-exempt Organizations Cumulative Supplement 2017 ─ Rules, Checklists, Procedures

Nonprofit organizations--including health and welfare organizations, colleges and universities, private foundations, churches, libraries, museums, cultural institutions, and other smaller groups--contend daily with the possibility of losing their tax-exempt status. From qualifying and applying for that status, to maintaining and managing it, every nonprofit organization must plan and monitor ongoing procedures, activities, and forms to comply with federal, state, and local regulations. Tax Planning and Compliance for Tax-Exempt Organizations: Rules, Checklists, and Procedures, Fifth Edition is an indispensable guide to navigating the complex maze of nonprofit tax rules and regulations.

JODY BLAZEK ( Houston TX) is a partner in Blazek & Vetterling LLP, a CPA firm focusing on tax and financial planning for exempt organizations and the individuals who create, fund, and work with them. BV serves over 400 nonprofit organizations providing financial reports and tax compliance and planning services. She is the author of six books in the Wiley Nonprofit Series: Revised Form 990; Nonprofit Financial Planning Made Easy; IRS Form 1023 Preparation Guide; Tax Planning and Compliance for Tax-Exempt Organizations, 4e; Private Foundations: Tax Law and Compliance, 3e; and The Legal Answer Book for Private Foundations, the latter two volumes co-authored with Bruce R. Hopkins. Blazek serves on the Panel of the Nonprofit Sector, Transparency and Financial Accountability Work Group. She is past Chair of the Tax-Exempt Organizations Resource Panel and a member of Form 1023 and 990 Revision Task Forces for the American Institute of Certified Public Accountants.