Bruce R. Hopkins

The Law of Tax-Exempt Healthcare Organizations


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24.2 DEFINITION OF TRADE OR BUSINESS § 24.3 DEFINITION OF REGULARLY CARRIED ON § 24.5 APPLICATION OF SUBSTANTIALLY RELATED TEST TO HEALTHCARE ORGANIZATIONS *§ 24.5A DEEMED UNRELATED BUSINESS INCOME § 24.11 PHARMACY, MEDICAL SUPPLIES, AND SERVICE SALES § 24.12 LABORATORY TESTING SERVICES § 24.13 MEDICAL RESEARCH § 24.18 OTHER EXCEPTIONS TO UNRELATED INCOME TAXATION § 24.20 REVENUE FROM CONTROLLED ORGANIZATIONS *§ 24.20A PARTNERSHIP RULES § 24.21 UNRELATED DEBT‐FINANCED INCOME § 24.23 COMPUTATION OF UNRELATED BUSINESS TAXABLE INCOME NOTES

      21  CHAPTER TWENTY‐FIVE: Physician Recruitment and Retention § 25.5 SPECIFIC RECRUITMENT AND RETENTION TECHNIQUES NOTES

      22  CHAPTER TWENTY‐SIX: Charity Care § 26.6 DEFINITIONAL AND REPORTING ISSUES § 26.9 CHARITY CARE AND NATIONAL HEALTH REFORM § 26.10 ADDITIONAL STATUTORY REQUIREMENTS FOR HOSPITALS § 26.12 PROVIDER TAXES (NEW) NOTES

      23  CHAPTER TWENTY‐SEVEN: Worker Classification and Employment Taxes § 27.7 MEDICAL RESIDENTS AND THE STUDENT EXCEPTION

      24  CHAPTER TWENTY‐EIGHT: Compensation and Employee Benefits § 28.3 EXECUTIVE COMPENSATION § 28.5 OVERVIEW OF EMPLOYEE BENEFITS LAW § 28.6 DEFERRED COMPENSATION IN GENERAL *§ 28.7 EXCESS EXECUTIVE COMPENSATION (NEW) NOTES

      25  CHAPTER THIRTY: Tax‐Exempt Bond Financing § 30.3 DISQUALIFICATION OF TAX‐EXEMPT BONDS NOTES

      26  CHAPTER THIRTY‐ONE: Fundraising Regulation § 31.2 FEDERAL LAW REGULATION NOTES

      27  CHAPTER THIRTY‐THREE: Governance § 33.3 GOOD GOVERNANCE PRACTICES § 33.4A IRS RULING POLICY NOTES

      28  CHAPTER THIRTY‐FOUR: Exemption and Public Charity Recognition Processes § 34.1 EXEMPTION RECOGNITION PROCESS § 34.5 PUBLIC CHARITY STATUS *§ 34.6 GROUP EXEMPTION § 34.7A NOTICE REQUIREMENTS FOR SOCIAL WELFARE ORGANIZATIONS (NEW) § 34.8 PROCEDURE WHERE DETERMINATION IS ADVERSE *§ 34.9 CONSTITUTIONAL LAW ASPECTS OF PROCESS NOTES

      29  CHAPTER THIRTY‐FIVE: Maintenance of Tax‐Exempt Status and Avoidance of Penalties § 35.1 MATERIAL CHANGES § 35.2A MODIFICATION OF TAX EXEMPTION (NEW) § 35.4 REDESIGNED ANNUAL INFORMATION RETURN § 35.5 DISCLOSURE REQUIREMENTS § 35.6 IRS DISCLOSURE TO STATE OFFICIALS NOTES

      30  CHAPTER THIRTY‐SIX: IRS Audits of Healthcare Organizations § 36.2 AUDIT PROCEDURES NOTES

      31  Cumulative Table of Cases

      32  Cumulative Table of IRS Revenue Rulings

      33  Cumulative Table of IRS Revenue Procedures

      34  Cumulative Table of IRS Private Letter Rulings

      35  Cumulative Table of IRS Technical Advice Memoranda

      36  Table of Chief Counsel Advice Memoranda

      37  Cumulative Table of IRS General Counsel Memoranda

      38  Table of Tax Reform