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1. Documenting charitable contributions  

BY Alistair M. Nevius
At this time of year, many charities see an upsurge in donations, and the federal tax deduction for charitable contributions is a significant incentive. The Tax Court recently highlighted how an apparently slight oversight in documentation can upend the interdependent relationship between donee and donor. General Substantiation Requirements The substantiation requirements for monetary donations of less than $250 remain fairly informal under Sec.

2. Documenting charitable contributions  

BY Alistair M. Nevius
At this time of year, many charities see an upsurge in donations, and the federal tax deduction for charitable contributions is a significant incentive. The Tax Court recently highlighted how an apparently slight oversight in documentation can upend the interdependent relationship between donee and donor. General Substantiation Requirements The substantiation requirements for monetary donations of less than $250 remain fairly informal under Sec.

3. Documenting charitable contributions  

BY Alistair M. Nevius
At this time of year, many charities see an upsurge in donations, and the federal tax deduction for charitable contributions is a significant incentive. The Tax Court recently highlighted how an apparently slight oversight in documentation can upend the interdependent relationship between donee and donor. General Substantiation Requirements The substantiation requirements for monetary donations of less than $250 remain fairly informal under Sec.

4. Ban on political activities: An election-year warning for charities  

BY Claudia L. Kelley, CPA, Ph.D., and F. Douglas Roberts, CPA, Ph.D.
As the 2012 elections draw near, the IRS is once again increasing its oversight of the ban on political campaign activities by Sec. 501(c)(3) charitable organizations. An IRS work plan (Exempt Organizations 2011 Annual Report & 2012 Work Plan, available at tinyurl.com/bos7pb4) states that, in enforcing the ban this year, the IRS will use new information about organizations’ activities from Form 990, Return of Organization Exempt From Income Tax, which was expanded in 2008.

5. Ban on political activities: An election-year warning for charities  

BY Claudia L. Kelley, CPA, Ph.D., and F. Douglas Roberts, CPA, Ph.D.
As the 2012 elections draw near, the IRS is once again increasing its oversight of the ban on political campaign activities by Sec. 501(c)(3) charitable organizations. An IRS work plan (Exempt Organizations 2011 Annual Report & 2012 Work Plan, available at tinyurl.com/bos7pb4) states that, in enforcing the ban this year, the IRS will use new information about organizations’ activities from Form 990, Return of Organization Exempt From Income Tax, which was expanded in 2008.

6. Ban on political activities: An election-year warning for charities  

BY Claudia L. Kelley, CPA, Ph.D., and F. Douglas Roberts, CPA, Ph.D.
As the 2012 elections draw near, the IRS is once again increasing its oversight of the ban on political campaign activities by Sec. 501(c)(3) charitable organizations. An IRS work plan (Exempt Organizations 2011 Annual Report & 2012 Work Plan, available at tinyurl.com/bos7pb4) states that, in enforcing the ban this year, the IRS will use new information about organizations’ activities from Form 990, Return of Organization Exempt From Income Tax, which was expanded in 2008.

7. IRS looks into international activities  

BY Alistair M. Nevius
Many tax-exempt entities participate in the global economy by engaging in charitable or other exempt activities overseas and/or making foreign financial investments. These activities have drawn attention from the IRS and other federal agencies as they examine the flow of tax-exempt funds around the world. FOREIGN BANK ACCOUNTS The first step tax-exempt organizations may take toward establishing an international presence is opening a bank account or other financial account overseas.

8. IRS looks into international activities  

BY Alistair M. Nevius
Many tax-exempt entities participate in the global economy by engaging in charitable or other exempt activities overseas and/or making foreign financial investments. These activities have drawn attention from the IRS and other federal agencies as they examine the flow of tax-exempt funds around the world. FOREIGN BANK ACCOUNTS The first step tax-exempt organizations may take toward establishing an international presence is opening a bank account or other financial account overseas.

9. IRS looks into international activities  

BY Alistair M. Nevius
Many tax-exempt entities participate in the global economy by engaging in charitable or other exempt activities overseas and/or making foreign financial investments. These activities have drawn attention from the IRS and other federal agencies as they examine the flow of tax-exempt funds around the world. FOREIGN BANK ACCOUNTS The first step tax-exempt organizations may take toward establishing an international presence is opening a bank account or other financial account overseas.

10. Some tax-exempt organizations are receiving erroneous penalty notices; relief available   WebExclusive

BY Alistair M. Nevius
Practitioners are reporting that some tax-exempt organizations have received penalty notices from the IRS for late filing of Forms 990, 990-EZ, 990-PF, and 1120-POL, even though they received an automatic extension and filed during March, as instructed by the IRS. The IRS’s e-filing computer system was not available for filing Forms 990, 990-EZ, 990-PF, and 1120-POL from Jan.
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