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Exempt Organizations Advisory - Tax Reform Legislation Passes House and Senate
December 20, 2017
Daily Tax Update - December 16, 2017: Conference Committee Tax Bill Released

Exempt Organizations Advisory - Tax Reform Conference Agreement Released
December 16, 2017
Exempt Organizations Advisory - Senate Finance Committee Approves Tax Reform Proposal
M. Ruth M. Madrigal, Suzanne Ross McDowell, Catherine W. Wilkinson, John Cobb
November 17, 2017
Exempt Organizations Advisory - House Passes Tax Cuts and Jobs Act
M. Ruth M. Madrigal, Suzanne Ross McDowell, Catherine W. Wilkinson, John Cobb
November 16, 2017
Exempt Organizations Advisory - Finance Committee Releases Modified Senate Tax Reform Proposal
M. Ruth M. Madrigal, Suzanne Ross McDowell, Catherine W. Wilkinson, John Cobb
November 15, 2017
Hatch Releases Modified Mark of Tax Reform Proposal
November 15, 2017
Exempt Organizations Advisory - Exempt Organization Provisions Included in Proposed Senate Bill Differ from House Bill
November 10, 2017
Senate Finance Releases Tax Reform Proposal
November 10, 2017
Exempt Organizations Advisory - Tax Reform Part 3: Provisions Affecting Educational Institutions
M. Ruth M. Madrigal, Suzanne Ross McDowell, Catherine W. Wilkinson
November 7, 2017
Exempt Organizations Advisory - Tax Reform Part 2: Tax on Private Activity Bond Interest, Executive Compensation
John Cobb, M. Ruth M. Madrigal, Suzanne Ross McDowell, Catherine W. Wilkinson
November 3, 2017
Exempt Organizations Advisory - Tax Reform Bill Provisions Would Affect Exempt Organizations
M. Ruth M. Madrigal, Suzanne Ross McDowell, Catherine W. Wilkinson
November 2, 2017
Ways and Means Committee Releases Text of Tax Reform Bill
November 2, 2017
Exempt Organizations Advisory - Treasury, IRS, Other Agencies Issue Interim Final and Proposed Regulations
October 10, 2017
Treasury Releases Second Report on Tax Regulatory Burdens
Gregory N. Kidder, Aaron P. Nocjar, Amanda Pedvin Varma, Lisa M. Zarlenga, Stanley Smilack, Lauren Azebu
October 4, 2017
Exempt Organizations Advisory - Tax Exempt and Government Entities Division Releases FY 2018 Work Plan
October 2, 2017
Exempt Organizations Advisory - Draft Form 1024-A Publicly Released
September 29, 2017
'Big Six' Release Tax Reform Framework
Lisa M. Zarlenga
September 27, 2017
Exempt Organizations Advisory: IRS Withdraws and Re-Issues Proposed Regulations on Tax-Exempt Private Activity Bonds
September 27, 2017
Exempt Organizations Advisory - IRS Offers Tax Relief for Hurricane Victims, Incentives to Donate to Disaster Relief Charities
September 26, 2017
Fiduciary Duties in an Age of Impact Investing
Suzanne Ross McDowell
September 25, 2017, Bloomberg BNA’s Daily Report for Executives
Exempt Organizations Advisory - IRS Issues Proposed Regulations Allowing Use of Truncated SSNs on W-2s
September 18, 2017
Exempt Organizations Advisory - IRS Provides Guidance on Reliance Standards for Equivalency Determinations
September 15, 2017
Exempt Organizations Advisory - CHARITY Act Introduced in Senate
June 13, 2017
Current Tax and Ethics Issues for Legal Defense Funds
Dianna M. Mullis, Robert Rizzi
June 7, 2017
Exempt Organizations Advisory - Challenges Executive Order ‘Promoting Free Speech and Religious Liberty’
May 9, 2017
Exempt Organizations Advisory - President Signs Executive Order On the Endorsement of Political Candidates by Religious Organizations
May 4, 2017
Exempt Organizations Advisory - Draft Country-By-Country Reporting Instructions Raise Questions for Tax-Exempt US-Based Multinationals
March 10, 2017
Exempt Organizations Advisory - IRS Proposes Regulations Regarding Fractions Rule
Suzanne Ross McDowell, Catherine W. Wilkinson
November 22, 2016
Exempt Organizations Advisory - IRS Announces New Information Document Request Management Process for Tax-Exempt and Government Entities
Suzanne Ross McDowell, Catherine W. Wilkinson
November 21, 2016
Treasury, IRS Issue Temporary and Final Regulations Affecting Related-Party Financing
Andrew F. Gordon, Gregory N. Kidder, Robert J. Kovacev, Aaron P. Nocjar, Amanda Pedvin Varma, Lisa M. Zarlenga
October 15, 2016
Exempt Organizations Advisory - Ways and Means Subcommittee Holds Hearing on Tax-Exempt College and University Endowments
Suzanne Ross McDowell, Catherine W. Wilkinson
September 13, 2016
Exempt Organizations Advisory - CRAT Containing Sample Provisions Not Subject to 'Probability of Exhaustion Test'
Suzanne Ross McDowell, Catherine W. Wilkinson
August 9, 2016
Newly Proposed Regulations Under Section 457(f) Impact Deferred Compensation Arrangements of Tax-Exempt and Governmental Entities
Don Wellington, Joni Andrioff, Jennifer G. Krengel, Suzanne Ross McDowell, Catherine W. Wilkinson
July 14, 2016
Exempt Organizations Advisory - IRS Issues Temporary Regulations for Declaring Intent to Operate as a Social Welfare Organization
Suzanne Ross McDowell, Catherine W. Wilkinson
July 8, 2016
Exempt Organizations Advisory - House Tax Blueprint Could Affect Charitable Giving
Suzanne Ross McDowell, Catherine W. Wilkinson
June 24, 2016
House Unveils Blueprint for Tax Reform
Amanda Pedvin Varma, Lisa M. Zarlenga, Stanley Smilack, Karen Jurichko Lowell
June 24, 2016
Exempt Organizations Advisory - IRS Issues Proposed Rules on Deferred Compensation Plans
Suzanne Ross McDowell, Catherine W. Wilkinson
June 21, 2016
Exempt Organizations Advisory - IRS Makes Public Data on Tax-Exempt Organizations Available for Electronic Download
Suzanne Ross McDowell, Catherine W. Wilkinson
June 16, 2016
Exempt Organizations Advisory - House Democrats Release Letter Defending the IRS's Ability to Issue Guidance on 501(c)(4) Organizations
Suzanne Ross McDowell, Catherine W. Wilkinson
June 10, 2016
Exempt Organizations Advisory - Sen. Chuck Grassley Sends Letter to IRS Regarding Tax-Exempt Hospital Accountability Measures
Suzanne Ross McDowell, Catherine W. Wilkinson
June 9, 2016
Exempt Organizations Advisory: IRS to Initiate Audits Only by Mail
Suzanne Ross McDowell, Catherine W. Wilkinson
May 31, 2016
Exempt Organizations Advisory - Treasury Adopts Final Examples of Program-Related Investments
Suzanne Ross McDowell, Catherine W. Wilkinson
April 21, 2016
Exempt Organizations Advisory - Sixth Circuit Requires IRS to Identify Applicants for Tax-Exempt Status, Even if Application Not Granted
Suzanne Ross McDowell, Catherine W. Wilkinson
March 22, 2016
Exempt Organizations Advisory - Treasury and IRS Issue Proposed Regulations Regarding Supporting Organizations
Suzanne Ross McDowell, Catherine W. Wilkinson
February 18, 2016
IRS Extends Date for Declaring Intent to Operate as a Social Welfare Organization
Suzanne Ross McDowell, Catherine W. Wilkinson
January 19, 2016
Exempt Organizations Advisory - Proposed Donation Substantiation Regulations Withdrawn
Suzanne Ross McDowell, Catherine W. Wilkinson
January 8, 2016
Exempt Organizations Advisory - Payout Requirements for Non-Functionally Integrated Type III Supporting Organizations Addressed in Final Regulations
Suzanne Ross McDowell, Catherine W. Wilkinson
December 21, 2015
Omnibus/Tax Extender Legislation Will Affect Tax-Exempt Organizations
Suzanne Ross McDowell, Catherine W. Wilkinson
December 17, 2015
Exempt Organizations Advisory - Two-Year Extenders Bill Would Affect Exempt Organizations
Suzanne Ross McDowell, Catherine W. Wilkinson
December 9, 2015
Rep. Brady Introduces Two-Year Extenders Bill
Robert J. Kovacev, Aaron P. Nocjar, Lisa M. Zarlenga
December 8, 2015
Exempt Organizations Advisory - Tax Court Determines Private Foundation, its Manager Must Pay Excise Tax on Political Radio Messages
Suzanne Ross McDowell, Catherine W. Wilkinson
November 18, 2015
Exempt Organizations Advisory - Treasury, IRS Issue Final Regulations on Reliance Standards for Making Good Faith Determinations
Suzanne Ross McDowell, Catherine W. Wilkinson
September 23, 2015
Exempt Organizations Advisory - Treasury, IRS Issue Proposed Regulations on Substantiation of Charitable Contribution Deductions
Suzanne Ross McDowell, Catherine W. Wilkinson
September 16, 2015
Exempt Organizations Advisory - IRS Notice Addresses Private Foundation Investments
Suzanne Ross McDowell, Catherine W. Wilkinson
September 15, 2015
Exempt Organizations Advisory - Updated IRS Priority Guidance Plan Includes New Exempt Organizations Items
Suzanne Ross McDowell, Catherine W. Wilkinson
August 3, 2015
Exempt Organizations Advisory - Federal Court Holds Citizens United Must Give Donor List to NY Attorney General
Suzanne Ross McDowell, Catherine W. Wilkinson
July 29, 2015
Exempt Organizations Advisory - Political Activities and Audit Selection: Recent Developments
Suzanne Ross McDowell, Catherine W. Wilkinson
July 24, 2015
Exempt Organizations Advisory - GAO Finds Audit Selection Procedures for Exempt Organizations Lacking
Suzanne Ross McDowell, Catherine W. Wilkinson
July 23, 2015
Exempt Organizations Advisory - IRS Clarifies Charitable Hospital Provider List Requirement
Suzanne Ross McDowell, Catherine W. Wilkinson
June 26, 2015
Exempt Organizations Advisory - Court Permits Z Street to Proceed With IRS Lawsuit
Suzanne Ross McDowell, Catherine W. Wilkinson
June 19, 2015
Exempt Organizations Advisory - Deductible Contributions for Slain NYPD Officers; Sports Leagues Investigated by Congress
Suzanne Ross McDowell, Catherine W. Wilkinson
April 2, 2015
Exempt Organizations Advisory - Charitable Hospital Guidance Released
Suzanne Ross McDowell, Catherine W. Wilkinson
March 11, 2015
Exempt Organizations Advisory - Section 529 Plan Expansion Passed by House
Suzanne Ross McDowell, Catherine W. Wilkinson
February 26, 2015
Exempt Organizations Advisory - February 19, 2015: ACA Penalty Relief for Small Employers Provided by the IRS

Exempt Organizations Advisory - February 13, 2015: S Corporation Charitable Contribution Bill Passed by House

Exempt Organizations Advisory - February 12, 2015: House Passes America Gives More Act

Exempt Organizations Advisory - February 11, 2015: Exempt Organization Bills Reported Out by Senate Finance Committee

Exempt Organizations Advisory - February 10, 2015: Senate Finance Committee to Mark Up Exempt Organization Bills

Exempt Organizations Advisory - February 5, 2015: Ways and Means Passes Bills Making Tax Extenders Permanent

Exempt Organizations Advisory - February 3, 2015: White House Releases President's 2016 Budget Proposal

Exempt Organizations Advisory - January 28, 2015: IRS Releases Final Regulations on Requirements for Exemption Under Section 501(c)(29)

Contributing Author, 403(b) Answer Book
Catherine W. Wilkinson
2014, 9th ed., Wolters Kluwer
Exempt Organizations Advisory - December 31, 2014: IRS Announces Voluntary Closing Agreement Program

Exempt Organizations Advisory - December 17, 2014: Senate Passes Tax Extenders Bill

Exempt Organizations Advisory - December 24, 2013: Guidance Regarding Supporting Organizations Released

Exempt Organizations Advisory - December 23, 2013: New Leadership Announced at IRS Tax-Exempt and Government Entities Division

Exempt Organizations Advisory - December 19, 2013: New York Non-Profit Revitalization Act Signed Into Law

National Research Program Comprehensive Employment Tax Examinations Are Here – Are You Prepared?
Catherine W. Wilkinson
May 2010
IRS Audits: Avoid, Prepare, Manage
Exempt Organizations Tax Update: Take Aways from 2009 and What to Expect from 2010
Catherine W. Wilkinson
January 2010
Supreme Court Rules on Age Discrimination and Early Retirement Eligibility
Winter 2008, Employee Relations Law Journal Vol 34, No 3
IRS Issues Interim Guidance on Provisions in Pension Protection Act of 2006 Relating to Supporting Organizations & Donor Advised Funds
December 7, 2006
Nonprofits and the Internet: Tax and Other Legal Issues
Suzanne Ross McDowell
October 2004, The Computer & Internet Lawyer, Vol. 21, Issue 10
Should Nonprofits Adopt the Provisions of Sarbanes-Oxley?, Taxation of Exempts, July 2004
Suzanne Ross McDowell
Letter Ruling Alert: Hospital Obtains Ruling that Process for Setting Interest Rates Meets Requirements of Section 4958
Suzanne Ross McDowell
June 2004, 44 The Exempt Organization Tax Review 191
Managing Intellectual Property: Tax and Nontax Aspects
April 25, 2003
What You Need to Know About the Unrelated Debt-Financed Income Rules
Suzanne Ross McDowell
March 2003, 14 Taxation of Exempts 206
Letter Ruling Alert: CRUT Avoids UBTI by Investing Through a Foreign Corporation
Suzanne Ross McDowell
February 2003, 39 The Exempt Organization Tax Review 204
Corporate Sponsorship Payments Final Regulations Concerning Taxation of Tax-Exempt Organizations
July 5, 2002
Taxation of Unrelated Debt-Financed Income
Suzanne Ross McDowell
November 2001, Exempt Organization Tax Review
Final Regulations Concerning Public Disclosure of Materials Relating to Tax-Exempt Organizations
Catherine W. Wilkinson, Catherine J. Martin
May 18, 1999

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