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Group Ruling Holders will no longer receive lists of parent and subsidiary accounts from IRS

As of January 1, 2019, the IRS stopped mailing lists of parent and subsidiary accounts to central organizations (group ruling holders) for verification and return. Central organizations with accounting periods ending June 30,...more

TE/GE Fiscal Year 2018 Accomplishments Letter

TE/GE is pleased to announce the release of the Tax Exempt and Government Entities Fiscal Year 2018 Accomplishments Letter that: ..Contains information on TE/GE’s contributions to the tax administration system ..Lists...more

IRS issues guidance for determining nondeductible amount of parking fringe expenses and unrelated business taxable income;...

WASHINGTON – The Internal Revenue Service today issued interim guidance regarding the treatment of qualified transportation fringe benefit expenses paid or incurred after Dec. 31, 2017. The new rules assist taxpayers in...more

EO Update: e-News for Charities & Nonprofits

Latest webcasts for charities and nonprofits - Four new presentations are available for 501(c)(3) organizations. Additional charities and nonprofits topics are onIRSvideos.gov....more

Centralized IRS advisory committee; 2019 retirement plans and IRA limits

IRSAC expands to cover more areas of the IRS; IRPAC and ACT to join centralized advisory committee in 2019 - The IRS announced that the Internal Revenue Service Advisory Committee’s (IRSAC) role will expand in 2019 to...more

IRS launches easy-to-use tax reform webpage

The IRS has launched an easy-to-use webpage, IRS.gov/taxreform, with information about how the Tax Cuts and Jobs Act affects your taxes, with a special section focused on tax exempt entities. The tax reform page features...more

TE/GE Fiscal Year 2019 Program Letter

The Fiscal Year 2019 Program Letter explains TE/GE’s compliance program consisting of: ..Compliance strategies ..Data-driven approaches ..Referrals, claims and other casework ..Compliance...more

Monitoring outsourced payroll duties on EFTPS

Many employers hire third-party payroll service providers to perform their payroll processing functions and tax-related duties, including making employment tax deposits. Watch Monitoring your outsourced payroll duties on...more

A 200% Tax on Self-Dealing? And People Think the Estate Tax is High!

Now that we’ve scared you with the potentially high taxes for self-dealing in private foundations, what is self dealing?...more

The Advisory Committee on Tax Exempt and Government Entities (ACT) Final Report

The 10 members of the ACT presented their 2018 report to the IRS in a public meeting in Washington, DC on June 7, 2018, on five issues...more

IRS issues new Strategic Plan

The Internal Revenue Service released a new five-year Strategic Plan outlining goals to improve taxpayer service and tax administration. The Fiscal Year 2018-2022 IRS Strategic Plan will serve as a roadmap to help guide...more

6/4/2018  /  IRS

EO Update: e-News for Charities & Nonprofits

EP and EO participating in 2018 IRS Nationwide Tax Forums - Employee Plans and Exempt Organizations will participate in the 2018 IRS Nationwide Tax Forums in five cities starting in July. The forums offer three days of...more

EO Update: e-News for Charities & Nonprofits

New IRS online tool offers expanded access to information on tax-exempt organizations; newly-filed data available to public for first time - The IRS introduced a new online tool designed to provide faster, easier access...more

An Update on Private Foundation Impact Investing

In November of 2016, Bryan Cave organized a half-day symposium examining the opportunities and legal considerations related to responsible and impact investing strategies. I participated on a panel to discuss how private...more

EO Update: e-News for Charities & Nonprofits

Join the IRS for a National Paycheck Checkup Thunderclap - We invite you or your group to join @IRSnews in support of the IRS Thunderclap effort promoting a national “Paycheck Checkup.” Following major tax law changes,...more

EO Update: e-News for Charities & Nonprofits

Use Form 1024-A to Apply for Recognition of Exemption under IRC Section 501(c)(4) - Organizations that choose to apply for recognition of exempt status under Internal Revenue Code (IRC) Section 501(a) as an organization...more

EO Update: e-News for Charities & Nonprofits

The IRS reminds people seeking tax-exempt status to use the current version of forms to avoid processing delays. The current version of Form 1023, Application for Recognition of Exemption Under Section 501(c)(3) of the...more

More New Tax Legislation

While the Bipartisan Budget Act of 2018 (the “Act’) focused on spending and the budget, it did include two provisions impacting charities. First, the Act amends the recently adopted Section 4968(b)(1), which now imposes a...more

IRS GuideWire

Under Revenue Procedure 2018-15, the IRS generally will not require a new exemption application from a domestic section 501(c) organization that changes its form or place of organization. Rev. Rul. 67-390 and Rev. Rul....more

2/9/2018  /  IRS , Revenue Procedures

Form 1023-EZ Revisions

The IRS revised Form 1023-EZ, Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code, and its instructions to help small charities apply for 501(c)(3) tax-exempt status....more

EO Highlights from New Tax Bill

As we posted, the U.S. House of Representatives and the U.S. Senate passed and sent to the President for signature legislation that makes significant changes to the U.S. tax code. The changes are the broadest re-write of the...more

EO Update: e-News for Charities & Nonprofits

Employers face a January 31, 2018, due date for filing 2017 Forms W-2 and W-3 with the Social Security Administration. This date applies to both electronic and paper filers....more

More Scrutiny of Donor Advised Funds

Notice 2017-73, released on December 4, 2017, describes potential approaches that may be taken to address issues raised regarding the use of donor advised funds (“DAF”). The Treasury and IRS are considering developing...more

IRS and #GivingTuesday

The Internal Revenue Service reminds taxpayers looking to maximize their tax savings before the end of the year to consider charitable giving. Many taxpayers may already be planning to do so for Giving Tuesday on November 28....more

IRS TE/GE Releases 2018 Work Plan

The IRS recently released the 2018 Work Plan for the exempt organizations function. The Work Plan provides information regarding various areas of IRS focus....more

10/6/2017  /  IRS , Work Plans
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