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Monitoring outsourced payroll duties on EFTPS

July 10, 2018

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Many employers hire third-party payroll service providers to perform their payroll processing functions and tax-related duties, including making employment tax deposits.

Watch Monitoring your outsourced payroll duties on EFTPS to learn about:

  • Using an EFTPS Inquiry PIN to monitor tax deposits
  • The benefits of creating a separate EFTPS account
  • Setting up EFTPS notifications

The employer, generally, remains liable for any unpaid employment taxes, including any penalties and interest resulting from any underpayment, even if they use a third-party payroll service provider. Note, this may not apply to employers using Certified Professional Employer Organizations (CPEO).

Please visit Outsourcing payroll and third-party payers andwww.EFTPS.gov for additional information.

The Advisory Committee on Tax Exempt and Government Entities (ACT) Final Report

June 8, 2018

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The 10 members of the ACT presented their 2018 report to the IRS in a public meeting in Washington, DC on June 7, 2018, on five issues:

  • Employee Plans: Recommendations regarding the re-opening of the IRS Determination Letter Program
  • Employee Plans: Recommendations regarding missing participants in retirement plans
  • Exempt Organizations: Recommendations regarding incentivizing universal e-filing for Forms 990
  • Indian Tribal Governments: Recommendations regarding sharing of taxpayer information with tribal government tax programs
  • Tax Exempt Bonds: Recommendations regarding encouraging self-compliance by issuers of tax-advantaged obligations/tax exempt bonds

Diversity & Inclusion in Your Volunteer Program

June 6, 2018

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Friday, June 29, 2018, 9 a.m. to 4 p.m. in Social Science and Business – SSB #335 (on the UMSL north campus, note different building than most of our classes take place).

Diversity and inclusion initiatives have been proven to not only make organizations more accessible, but more successful. Intentional diversity and inclusion leads to more innovation in thinking, greater productivity, and a more engaged team. So how can we work to make our volunteer programs accessible to a wide range of people, in order to create an engaged, effective team of diverse volunteers? This interactive workshop will explore the concepts of diversity, inclusion, and implicit bias, in order to help us understand these concepts and their effect on our current practices around volunteer recruitment, engagement, and retention. Attendees will have the opportunity to evaluate their existing volunteer program through the lens of diversity and inclusion, brainstorm and share

IRS issues new Strategic Plan

June 1, 2018

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IRS issues new Strategic Plan

June 1, 2018

Authored by: Keith Kehrer

The Internal Revenue Service released a new five-year Strategic Plan outlining goals to improve taxpayer service and tax administration.

The Fiscal Year 2018-2022 IRS Strategic Plan will serve as a roadmap to help guide the agency’s programs and operations. The plan will also help meet the changing needs of taxpayers and members of the tax community.

The strategic plan, developed with input from external partners as well as IRS employees, focuses on six goals that will help improve customer service:

  • Empower and enable all taxpayers to meet their tax obligations
  • Protect the integrity of the tax system by encouraging compliance through administering and enforcing the tax code
  • Collaborate with external partners proactively to improve tax administration
  • Cultivate a well-equipped, diverse, flexible and engaged workforce
  • Advance data access, usability and analytics to inform decision-making and improve operational outcomes
  • Drive increased agility, efficiency, effectiveness and security in IRS operations
  • EO Update: e-News for Charities & Nonprofits

    May 24, 2018

    Categories

    EP and EO participating in 2018 IRS Nationwide Tax Forums

    Employee Plans and Exempt Organizations will participate in the 2018 IRS Nationwide Tax Forums in five cities starting in July. The forums offer three days of seminars and workshops featuring speakers from both the IRS and tax practitioner organizations. In addition to getting the latest tax information, tax professionals can earn continuing education credits for their attendance.

    Tax Scams/Consumer Alerts

    Thousands of people have lost millions of dollars and their personal information to tax scammers using regular mail, phone, or email.

    The IRS doesn’t initiate contact with taxpayers by email, text messages or social media channels to request personal or financial information. Recognize the telltale signs of a scam. See: How to know it’s really the IRS calling or knocking on your door

    Updated forms and publications:

    Upcoming professional development class offered by the NPML Program at UMSL – Search Engine Optimization and Search Marketing 101 for Nonprofits

    May 22, 2018

    Categories

    Thursday, June 14, 2018 from 3-5 p.m. in # 202 JC Penney Conference Center (on the UMSL north campus)

    This interactive and data-driven workshop covers a range of SEO (Search Engine Optimization) and on-line search marketing issues.  Some of the topics to be covered will include:

    • Increasing organic search visibility
    • On-page optimization
    • Keyword discovery
    • Tracking and reporting
    • Link building
    • Search marketing, including Google Grants
    • Content marketing

    Showing up in search engine results (organic search) is a key way to reach your most important audiences. But improving your website’s visibility in Google can be daunting. Designed specifically for nonprofit organizations, this expert-led workshop will teach you how to implement SEO best practices that will improve your organization’s online visibility, boost fundraising efforts, drive qualified web traffic, and bring increased awareness to your cause.

    Key Takeaways:

    • How search engines work
    • The 3 most important SEO considerations
    • How SEO fits

    Upcoming Web conferences

    May 18, 2018

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    Upcoming Web conferences

    May 18, 2018

    Authored by: Keith Kehrer

    Understanding Payment Options – Thursday, May 24 (Two Sessions)

    Includes an overview of:

    • Direct Pay
    • Online Payment Agreements
    • Cash Payments/IRS-Pay Near Me
    • Other Payment Options
    • Plus a live Q & A

    Register for one of these sessions.

    • Session 1 (60 minutes) 11 a.m. Eastern
    • Session 2 (60 minutes) 2 p.m. Eastern – Closed captioning offered for Session 2 web conference ONLY.

    The Office of Professional Responsibility: What You Need to Know about Practicing before the IRS (rebroadcast) – Wednesday, June 13

    This free two-hour broadcast is for tax professionals and covers:

    • Changes to the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)
    • Due Diligence obligations of tax professionals
    • Overview of other key Circular 230 provisions
    • Practitioner responsibilities to their clients and the Tax Administration System
    • Best practices for tax professionals
    • Office of Professional Responsibility Policies and Procedures

    Register

    EO Update: e-News for Charities & Nonprofits

    May 9, 2018

    Categories

    New IRS online tool offers expanded access to information on tax-exempt organizations; newly-filed data available to public for first time

    The IRS introduced a new online tool designed to provide faster, easier access to publicly available information about exempt organizations.

    The new Tax Exempt Organization Search (TEOS) replaces EO Select Check, a more limited tool available since 2012 that focused primarily on providing information on an organization’s tax-exempt status. Among the enhancements, the new TEOS tool includes images of newly-filed 990 forms and it’s mobile friendly so you can access it using smartphones or tablets.

    “This new tool provides taxpayers an easy way to get information about charitable organizations,” said Acting IRS Commissioner David Kautter. “Tax-exempt organizations play a critical role in our nation, and this will provide greater insight for people considering donations.”

    Many tax-exempt organizations must file information returns by May 15; do not include

    An Update on Private Foundation Impact Investing

    March 28, 2018

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    In November of 2016, Bryan Cave organized a half-day symposium examining the opportunities and legal considerations related to responsible and impact investing strategies. I participated on a panel to discuss how private foundations may engage in impact investing through the use of a program related investment (PRI).

    We continue to see increasing interest by our foundation clients regarding the use of PRIs to engage in impact and social investing.  So why do PRIs continue to be a part of the conversation for private foundations that desire to engage in impact and social investing?

    First, PRIs have been expressly included in the Internal Revenue Code and Treasury Regulations for more than 40 years, and thus are a very well-established and accepted tool.

    Second, PRIs provide a variety of additional benefits to a private foundation beyond the social benefit derived from the investment itself.  For example, PRIs are not subject to the

    EO Update: e-News for Charities & Nonprofits

    March 27, 2018

    Categories

    Join the IRS for a National Paycheck Checkup Thunderclap

    We invite you or your group to join @IRSnews in support of the IRS Thunderclap effort promoting a national “Paycheck Checkup.” Following major tax law changes, workers should review their withholding to make sure they have the right amount of tax taken out of their paychecks.

    Form 990 processing changes

    As of January 8, the IRS is returning Form 990 series returns filed on paper – and rejecting electronically filed returns – when they are incomplete or the wrong return. IRS.gov answers the question What happens if my Form 990 is missing information or a schedule, or is the wrong return?

    Form 990-EZ reminders

    Tax-exempt organizations with annual gross receipts under $200,000 and assets under $500,000 (at the end of the reporting period) can use Form 990-EZ, Short Form Return of Organization Exempt from

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