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Yearly Archives: 2010

Funding Relief for Single-Employer Defined Benefit Plans

 IRS Notice 2011-3 issued on December 17, 2010, contains guidance on funding relief for single-employer defined benefitplans under Code 430(c) as amended Read More >>

Wishing you a happy and healthy holiday season!

Thank you for your interest in this blog. The nonprofit world, already complex with tax issues, requires more of your time Read More >>

Two important changes to special event and gaming reporting

Most nonprofits rely on one-shot types of fundraising to supplement individual donations. Whether you have a fundraising dinner, a 5K Read More >>

Was your extension request Form 5558 denied by the IRS?

In the first year’s confusion about the ERISA Filing Acceptance System (EFAST2) for the Form 5500, many plan administrators are Read More >>

Do you know which Form 990-series return you are required to file for the 2010 tax year?

Today the IRS released the 990 filing thresholds for the year 2010. The 990 filing thresholds for the year 2010 and Read More >>

Internal deadlines carry a high cost

When you think about deadlines you need to meet, the initials IRS and DOL probably come to mind. However, a Read More >>

Eight priority items ‘to do’ before year end

Here is more specific information related to my previous post about the changes to the 990. Everyone scrambles at the Read More >>

Can a Texas nonprofit organization make a loan to a director?

I was recently asked this question and need to preface the answer by saying any organzation should consult legal counsel Read More >>

“Investors hoping to keep track of their retirement plans’ costs have just won an important victory. But their battle is far from over.” (WSJ)

Shining a Light On Murky 401(k) Fees by Eleanor Laise  http://on.wsj.com/c5P66Z After a yearslong effort, the U.S. Department of Labor Read More >>

3 Steps to reducing plan sponsor liability: Step 3 – Understanding Fees and Liability

To reduce your liability, we’ve looked at plan structure (September 24) and plan maintenance (October 1). The final step is Read More >>