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A Guide to FEDERAL TAX ISSUES for Colleges and Universities

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A Guide to Federal Tax Issues for Colleges and Universities

For samples of the Form 990 compliance tool, newsletters and how-to narrative sections, go to www.FederalTaxIssues.com.

 

Annual Subscription Includes:
• Access to the comprehensive Web site
• Interactive Web tool on Form 990
• 10 issues of the monthly newsletter Federal Tax News

Annual Subscription Price:
NACUBO Member: $463
Non-Member: $563

Pub code: TAX
ISBN: 0-929156-71-4


A Guide to Federal Tax Issues for Colleges and Universities gives you one authoritative source to turn to for up-to-date information on IRS compliance. You'll save valuable time and resources using our sample forms, checklists, and other practical tools … and you'll be able to structure your IRS compliance correctly, reducing your institution's potential liability.

A Guide to FEDERAL TAX ISSUES delivers the assistance you need in formats that are ideal for busy college and university business officers:

  1. A comprehensive Web site houses (and updates) 18 different narrative sections on hot topics that are written by experienced higher ed tax specialists (see contents),
  2. An interactive Web tool on the expanded new Form 990 — prepared by a team of nonprofit tax specialists from Crowe Horwath LLP led by Geralyn Hurd — will save you massive time and resources in the years ahead, and
  3. FEDERAL TAX NEWS for Colleges and Universities is written by higher education tax specialist Bertrand M. Harding, Jr., Esq., to keep you up-to-date on all IRS developments of importance to your institution. This informative monthly newsletter will be mailed to you and posted on the Web site, where searchable back issues are archived.

You'll use this valuable resource to help you deal with one of the most fast-changing, big-dollar, here-to-stay subjects for any college business officer.

 

Written By

See contents for individual authors. The newsletter, Federal Tax News for Colleges and Universities, is written by Bertrand M. Harding, Esq., an experienced tax attorney who advises colleges and universities.

 

Written For

  • Business officers
  • Auditors
  • Legal counsel
  • Department heads

 

Contents

Section 1: Unrelated Business Income, by Bruce R. Hopkins, Polsinelli Shalton Welte Suelthaus PC, Kansas City, Mo.

Section 2: Private Inurement and Excess Benefit Transactions, by Bruce R. Hopkins, Polsinelli Shalton Welte Suelthaus PC, Kansas City, Mo.

Section 3: Payments to Nonresident Aliens, by Donna E. Kepley, Arctic International, Washington, D.C.

Section 4: Limitations on Lobbying and Political Activity, by Celia Roady, Morgan Lewis & Bockius, LLP, Washington, D.C.

Section 5: Payroll and Employment Tax Issues

Section 6: Scholarships, Fellowships and Grants, by Diane Cornwell, The Starfish Group, and Mary Rauschenberg, Deloitte Tax LLP

Section 7: Deferred Compensation, by Greg Needles and Boyd Brown, Morgan, Lewis & Bockius, LLP, Washington, D.C.

Section 8: Fringe Benefits Issues, by Marianna Dyson, Miller Chevalier, Washington, D.C.

Section 9: Rules Applicable to Tax-Exempt Bonds, by Laura Kalick, BDO Seidman, Bethesda, Md., and Richard Newman, Arent, Fox, Plotner & Kahn, LLP, Washington, D.C.

Section 10: Charitable Contributions, by Donald L. Herskovitz, Deloitte & Touche LLP, Washington, D.C.

Section 11: Joint Ventures, by Michael I. Sanders, Blank Rome LLP, Washington, D.C.

Section 12: Taxable Subsidiaries, by Laura Kalick, BDO Seidman, Bethesda, Md.

Section 13: Intellectual Property Tax Issues, by Suzanne R. McDowell, Steptoe & Johnson LLP, Washington, D.C.

Section 14: The HOPE Credit and Lifetime Learning Credit, by Catherine Livingston, formerly with Caplin & Drysdale, Washington, D.C.

Section 15: Student Loan Interest Deductions

Section 16: Section 529 Tuition Plans, by Adrian Murchower, Miller Chevalier, Washington, D.C., and Tomar Inbar, Morgan Lewis & Bockius, LLP, Washington, D.C.

Section 17: Preparing for and Managing an IRS Audit, by Ann Batlle, Morgan Lewis & Bockius, LLP, Washington, D.C.

IRS Form 990: Comment & Analysis, by Geralyn Hurd, CPA, Crowe Horwath LLP, Chicago

 

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