Tax Planning and Compliance for Tax-Exempt Organizations
Rules, Guides, Procedures
Wiley Nonprofit Authority

7. Edition May 2025
880 Pages, Hardcover
Wiley & Sons Ltd
A hands-on roadmap to navigating the complicated maze of tax-exempt rules and regulations
In the newly revised seventh edition of Tax Planning and Compliance for Tax-Exempt Organizations: Rules, Checklists, Procedures, a team of celebrated tax and nonprofit specialists delivers a critical update to their widely read and authoritative series on nonprofit organization taxation. It's an essential guide to making sense of the complexities of nonprofit tax rules and regulations.
Packed with checklists and suggestions, this book tells you exactly how to understand--and comply with--the complicated maze of tax-exempt organization rules and regulations administered by the Internal Revenue Service.
In the book, you'll find:
* Extensive, quick-use checklists for determining tax-exempt eligibility, reporting to the IRS, and tax compliance
* Detailed instructions for submitting exemption applications and tax forms
* Sample documents, including organizational bylaws, letters of application, and completed IRS forms
* Tools and practice aids, like a comparison chart explaining the differences between public and private charities
Written by two of the leading authorities in a rapidly evolving field, Tax Planning and Compliance for Tax-Exempt Organizations dives deep into the most recent changes to the tax code, new case law and IRS rulings, and regulations promulgated since 2020. It's perfect for tax and accounting professionals everywhere.
JANE M. SEARING is a managing director in Deloitte Tax's Private Wealth practice, and the Global Center for Excellence in Philanthropy. She specializes in tax-exempt organizations, specifically private foundations, and philanthropic planning, and focuses on helping family offices and ultra-high-net-worth individuals execute their philanthropic vision. Searing is a frequent speaker and writer, a certified public accountant in Washington, Hawaii, and Colorado, and a member of the American Institute of Certified Public Accountants.