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23 May 2013 | Compliance | National Publication | Article
IRS study of colleges and universities spotlights rebuttable presumption deficiencies and future examination focus

Last month the Internal Revenue Service published its final Colleges and Universities Compliance Project report, which included an examination of executive compensation in connection with the excess benefit transaction rules under IRC section 4958. In this article,...

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Citizens for Responsibility and Ethics in Washington, a 501(c)(3) independent political watchdog organization known for its annual report of the most corrupt members of Congress, has filed suit in U.S. District Court against the Treasury and IRS seeking 1) to compel...

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22 May 2013 | Legislative | National Publication | News story

In May 17, 2013 testimony before the House Ways and Means Committee, Treasury Inspector General for Tax Administration, J. Russell George stated the IRS used inappropriate criteria that identified for review Tea Party and other organizations applying for tax-exempt...

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22 May 2013 | Treasury | National Publication | News story

The IRS has published a list of frequently asked questions and answers regarding record keeping requirements for tax-exempt organizations, the types of activities in which they can engage, and notification requirements when material changes occur in their purposes...

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22 May 2013 | Revenue Rulings | National Publication | News story

For purposes of determining the present value of an annuity, an interest for life or a term of years, or a remainder or a reversionary interest, Revenue Ruling 2013-12 indicates the applicable federal rate under section 7520 for June 2013 is 1.2%; unchanged from the...

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16 May 2013 | Treasury | National Publication | Article

The Internal Revenue Service launched its Colleges and Universities Compliance Project (CUCP) in 2008 when it distributed detailed questionnaires to 400 colleges and universities,...

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16 May 2013 | National Publication | News story

The Charitable Giving Coalition has sent a letter to House Ways and Means Committee Chair Dave Camp, R-MI., and ranking minority member Sander M. Levin, D-MI., in which it urges Congress to protect the charitable tax deduction as it currently stands.

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15 May 2013 | Comments | National Publication | News story

Writing in response to a request for comments on proposed regulations dealing with the Net Investment Income Tax, Jeffrey A. Porter from AICPA recommends that Treasury 1) exclude pooled income funds from taxes on net investment income; and 2) provide that NII...

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15 May 2013 | Letter Rulings | National Publication | News story

The IRS has ruled privately that a private foundation's scholarship grants to individuals who have been diagnosed (or members of their immediate family) with a specific medical condition and who meet other specific criteria are not prohibited taxable expenditures...

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Responding to a request for Chief Counsel Advice, the IRS has advised the location of a substantial portion of donated real property within the boundaries of a national park results in a restriction on the property's highest and best use as a mineral property, and...

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Charitable remainder trusts are back! This according to attorney and PGDC contributing author David Wheeler Newman of Mitchell, Silverberg & Knupp, LLP. Read on to see why CRTs are...

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7 May 2013 | Charitable Remainder Trust | David Wheeler Newman | Article | 1 comments

Charitable remainder trusts are back! This according to attorney and PGDC contributing author David Wheeler Newman of Mitchell, Silverberg & Knupp, LLP. Read on to see why CRTs are enjoying renewed popularity.

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The Tax Court has held that a series of trusts, which included a charitable remainder annuity trust, formed by a physician and his wife according to the instructions of a...

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The IRS has ruled privately that if certain section 1250 property (depreciable real property) is contributed to one or more tax-exempt organizations by a corporate donor, the charitable deduction attributable to the value of that contribution will not be reduced by...

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1 May 2013 | Legislative | National Publication | News story

Rep. F. James Sensenbrenner Jr., R-WI, has introduced H.R. 1479, that would amend the Internal Revenue Code of 1986 to remove the deduction for charitable contributions from the overall limitation on itemized deductions.

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The IRS has ruled privately that expenditures by a private foundation in connection with awarding educational mentorship grants will not be taxable to the foundation.

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Last December, the IRS published Ltr. Rul. 201249002 in which it approved a couple's proposed contribution of an undivided interest in their...

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24 Apr 2013 | Bargain Sale | National Publication | Article | 1 comments

The bargain sale is a useful but often under utilized planned giving vehicle. In this article, planned giving real estate advisor Dennis Bidwell shares his experience regarding when a bargain sale should be considered.

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24 Apr 2013 | Comments | National Publication | News story

The IRS has requested comments concerning Form 1041 and related Schedules D, J, and K-1, U.S. Income Tax Return for Estates and Trusts.  Written comments should be received on or before June 24, 2013 to be assured of consideration. 

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23 Apr 2013 | Comments | National Publication | News story

The IRS has requested public comments on information collections on conservation easements under regulation section 1.170A-14....

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7520 Rates: Jun 1.2% May 1.2% Apr 1.4% Mar 1.4%

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