Insights

Non-Profit Sample Forms and Policies

  IRS Form 990 Policies: Index of Suggested Policies and Procedures Committee Meetings Compensation Review Conflict of Interest Disclosure of Documents Disclosure of Fraud Disclosure of Outside Income Document Retention and Destruction Gift Acceptance Loans to Board and Staff Local Branches, Affiliates Monitoring of Investments Review of Form 990 Travel Whistle Blower IRS Form 990
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Medicare Basics

Millions of Americans are enrolled in Medicare and thousands of Americans turn 65 on a daily basis and become eligible for Medicare. Below are some basics of Medicare, our national health insurance plan for retirees. The Basics Medicare is the federal health insurance program for people who are 65 or older and for certain younger
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IRS has issued a draft version of New W-4 Form

IRS has issued a draft of 2020, W4 Form, Employee Withholding Allowance Certificate, which will address the employee withholding issues that have arisen as a result of Tax Cuts and Jobs Act of 2017. The revised form implements changes made following the 2017 Tax Cuts and Jobs Act, which made major revisions affecting taxpayer withholding.
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IRS will issue refunds during shutdown

IRS announced yesterday that it will start processing of 2018 returns on January 28, 2019. IRS also announced that it is prepared to issue tax refunds despite the government shutdown. Due to the government shutdown, a significant portion of IRS’s workforce has been furloughed. IRS has said that it will recall “a significant portion” of
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