A Guide to Federal Tax Issues for Colleges and Universities
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A Guide to Federal Tax Issues for Colleges and Universities

A Guide to Federal Tax Issues for Colleges and Universities is a comprehensive resource with timely answers and practical solutions to higher education’s most pressing tax questions and problems. An annual subscription includes:

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Pub code: TAX Pub code: T990
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A Guide to Federal Tax Issues for Colleges and Universities provides reliable and authoritative information and answers to tricky tax questions ... in addition to guidance on understanding and completing the new IRS Form 990 and its schedules ... to college and university business officers. Packed with checklists, forms and other practical tools and available on a subscription-only basis, Federal Tax Issues is:

  • An interactive Web tool, IRS Form 990: Commentary, Forms and Instructions, with detailed commentary specific to colleges and universities, links between passages of Form 990, its 17 schedules and IRS instructions, to help you understand and complete the new Form 990, prepared by the CPA firm of Crowe Horwath LLP, Chicago. Click here for a free demo, with forms, commentary and instructions for Schedule F. (also sold separately)
  • 19 sections of reliable online guidance on campus tax issues by experienced tax specialists (see Contents) to help your campus report income and expenses, calculate and report losses, allocate income and expenses in calculating UBIT, invest and use endowments, determine executive compensation … and more. Click here to view a free sample section on Private Inurement and Excess Benefit Transactions.
  • Packed with practical benefits:
    • The monthly newsletter FEDERAL TAX NEWS for Colleges and Universities, that monitors news from the IRS that’s likely to impact your institution. Written by Bertrand M. Harding, Jr., Esq. and delivered ten times a year to your mailbox and archived online. Click here to read a free sample issue.
    • Government documents — organized links to the original source documents conveniently located in one place so you have a reliable starting point when researching answers to your toughest tax compliance questions.
    • “Latest Changes” — an update feature that allows you to quickly see what changes have recently been made so you know if you need to adapt your procedures due to regulatory and interpretive changes.
  • Fully searchable to facilitate research
  • Updated with new and revised content regularly
  • Available to all employees on campus — for one low price
  • Written by experienced tax specialists

IRS Form 990: Commentary, Forms and Instructions — just one part of this comprehensive tax service — is also posted on a separate Web site and sold separately, if you wish to access it but forgo the 18 narrative sections, monthly newsletters and other benefits of this full subscription. Just click on “IRS Form 990 Only” above.

 

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

  • Financial and Business officers
  • Auditors
  • Legal counsel

 

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: Miscellaneous Reporting Requirements

Section 6: Payroll and Employment Tax Issues

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

Section 8: Scholarships, Fellowships and Grants, by Diane Cornwell, The Starfish Group, and Mary Rauschenberg, Deloitte Tax LLP

Section 9: Intellectual Property Tax Issues, by Suzanne R. McDowell, Steptoe & Johnson LLP, Washington, D.C.

Section 10: Fringe Benefits Issues, by Marianna Dyson, Miller Chevalier, Washington, D.C.

Section 11: Rules Applicable to Tax-Exempt Bonds, by Laura Kalick, BDO Seidman, Bethesda, Md., and Richard Newman, Arent Fox Kintner Plotner & Kahn, LLP, Washington, D.C.

Section 12: Charitable Contributions, by Randall A. Snowling, Jennifer B. Deutsch and Donald L. Herskovitz, Deloitte & Touche LLP, Washington, D.C.

Section 13: Joint Ventures, by Michael I. Sanders, Blank Rome LLP, Washington, D.C.

Section 14: Taxable Subsidiaries, by Laura Kalick, BDO Seidman, Bethesda, Md.

Section 15: The HOPE Credit and Lifetime Learning Credit, by Catherine Livingston, formerly with Caplin & Drysdale, Washington, D.C.

Section 16: Student Loan Interest Deductions

Section 17: Section 529 Tuition Plans, by Adrian Murchower, Miller Chevalier, Washington, D.C., and Tomar Inbar, Morgan Lewis & Bockius, LLP, Washington, D.C.

Section 18: Preparing for and Managing an IRS Audit, by Ann Batlle, Morgan Lewis & Bockius, LLP, Washington, D.C.

Section 19: Instructions for Completing IRS Form 990-T

IRS Form 990: Commentary, Forms and Instructions, by Geralyn Hurd, CPA, Crowe Horwath LLP, Chicago

 

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