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2009 Catalog of Products & Services

FAQs

Major Topics Covered

Debt-Financed Income (Section 514)

Definition, Classification, Termination and Special Rules for Private Foundations and Public Charities

Federal Income Tax Issues for Nonprofit Healthcare Organizations

Fiduciary Duties of Nonprofit Directors and Officers

Intermediate Sanctions and Declaratory Judgments

Organizational and Operational Requirements

Real Estate Transactions

Section 4940 and Section 4944 Taxes for Private Foundations

Self-Dealing, Distributions, Excess Business Holdings, and Taxable Expenditures for Private Foundations

Supporting Organizations

Tax Issues of Educational and Religious Organizations

 

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Tax-Exempt Organizations Portfolios Library

Details

What this service is:

The Tax Management Tax-Exempt Organizations Portfolios Library provides resources and expert guidance for advising and representing exempt organizations on federal tax and regulatory issues. Written by leading practitioners in this area, these Portfolios provide everything necessary to help organizations maintain their tax-exempt status while avoiding or minimizing unrelated business income taxes and penalty excise taxes. This Library includes the following: the Portfolios featuring in-depth analysis of experts in the field; Tax Practice Series Chapters offering answers to everyday research and compliance questions; the Estates, Gifts and Trusts Journal providing biweekly news and developments; relevant reference and instant access to relevant source material.

What it helps you do:

Gain expert advice on tax and accounting issues affecting tax-exempt organizations. The Portfolios provide you with the experience of leading experts who specialize in the topics they cover.

Stay alert on the new developments. Your Portfolios Library includes: Estates, Gifts & Trusts Journal, Weekly Report, Insights & Commentary and Tax Management Memorandum – all of which will help keep you on top of the latest developments.

Save time with easy-to-use practice tools.  With your Tax-Exempt Organizations Portfolios Library, you get access to time-saving aids developed by leading real-world practitioners, including valuable client letters that you and your staff can put to use immediately.

Product Structure

Portfolios: Treatise-like explanations of exempt organization topics.

Tax Practice Series: Chapters offering answers to everyday strategy and compliance questions.

Notification: Estates, Gifts, and Trusts Journal, Tax Management Weekly Report, Insights & Commentary and Tax Management Memorandum providing news and developments. 

Primary Source Material: Primary source material including Laws & Regulations, Agency Documents, and Cases.

Formats and Frequency

Available in print (as part of larger series) and on the web.  Contents vary by format.

The Portfolios are updated regularly. The Estates, Gifts and Trusts Journal is available bimonthly and is archived on web. Tax Management Weekly Report is issued weekly. Insights & Commentary is updated regularly.  Tax Management Memorandum is biweekly.  E-mail summaries, providing the highlights and table of contents for each journal and report, with URLs to full text articles and documents are also available.

NOTE: This product is a component of the BNA Tax and Accounting Center. Your 15-day Web trial to the Center includes full access, allowing you to explore all areas of tax and accounting analysis, primary sources, practice tools and more. You can find more information on the Center here.