Publications
03/25/21 – Presentation
Norah L. Jones "Corporate Foundations: Best Practices and Issues" Quarles & Brady Seminar Norah L. Jones, Jacob L. ZerkleProgram Overview:
This discussion focused on the ins and outs of operating a corporate foundation. The presentation addressed a variety of important topics, including different approaches for allocating corporate control, considerations when determining ongoing company involvement, and common pit-falls.
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12/22/20 – Newsletter
Happy Holidays to Chicago’s Nonprofit Community! Implementation of the City’s Amended Lobbying Ordinance Is Delayed Again! Tax-Exempt Organizations Jodi P. Patt, Norah L. Jones, Jacob L. Zerkle
07/02/20 – Newsletter
Chicago Nonprofit Update: Implementation of New Lobbying Ordinance Delayed Until January 1, 2021 Tax-Exempt Organizations Alert Jodi P. Patt, Norah L. Jones, Jacob L. Zerkle
06/18/20 – Newsletter
Attention Sponsors of 403(b) Plans: You May Need to Take Action by June 30 Tax-Exempt Organizations Alert Michael C. Wieber
04/14/20 – Newsletter
Additional Filing Extensions for Tax-Exempt Organizations Tax-Exempt Organizations Alert Norah L. Jones, Jodi P. Patt
04/07/20 – Newsletter
Paycheck Protection Program Update: Many Religious Organizations Exempt from SBA Affiliation Rules (and Other Good News!) Tax-Exempt Organizations Alert Norah L. Jones, Jodi P. Patt, Jacob L. Zerkle
04/01/20 – Newsletter
The CARES Act: Impact on Charitable Organizations Tax-Exempt Organizations Alert Norah L. Jones, Jodi P. Patt, Amanda K. Blaising, Patricia S. Marx
03/30/20 – Newsletter
More Federal Disaster Declarations (Including for Illinois): What it Means for Charitable Relief Funds Tax-Exempt Organizations Alert Norah L. Jones, Jodi P. Patt, Amanda K. Blaising, Patricia S. Marx
03/30/20 – Newsletter
IRS Provides Limited Coronavirus Pandemic Tax Filing and Income Tax Relief to Tax-Exempt Organizations Tax-Exempt Organizations Norah L. Jones, Jodi P. Patt, Zeljko Popovic
03/24/20 – Newsletter
How to Assist When Disaster Strikes: Relief Guidance for Charitable Organizations Tax-Exempt Organizations Norah L. Jones, Jodi P. Patt, Amanda K. Blaising, Patricia S. Marx
01/15/20 – Newsletter
Chicago’s Lobbying Ordinance: Off to a Good Start for Nonprofits in 2020! (i.e., Much-Needed Guidance for Nonprofits with Respect to the City’s New Lobbying Ordinance) Tax-Exempt Organization Alert Jodi P. Patt, Norah L. Jones, Jacob L. Zerkle
12/23/19 – Article
It's the Most Wonderful Time of the Year...To Repeal and Simplify Unpopular Tax Laws for Tax-Exempt Organizations! Tax-Exempt Organizations Alert Patricia S. Marx and Jodi Patt
10/28/19 – Newsletter
Caution Ahead! New City of Chicago Ordinance Requires More Nonprofit Employees and Directors to Register as Lobbyists Tax-Exempt Organizations Alert Norah L. Jones, Jodi P. Patt, Martin Childs IV
10/23/19 – Newsletter
Should Churches (e.g., Mosques, Temples, and Synagogues) and Other Church-Affiliated Organizations Apply for Recognition of Tax Exemption from the IRS? It Depends. Tax-Exempt Organizations Alert Norah L. Jones, Jacob L. Zerkle
07/02/19 – Newsletter
Attention Illinois Nonprofits! Ballot Measure Advocacy Related to the Fair Tax Amendment May Constitute “Lobbying” Under Federal Tax Law Tax-Exempt Organizations Alert Norah L. Jones, Jodi P. Patt, Jacob L. Zerkle
12/13/18 – Newsletter
IRS Provides Limited Clarification for Certain Tax-Exempt Employers Tax-Exempt Organizations Alert Michael C. Wieber, Norah L. Jones and Jacob L. Zerkle
09/18/18 – Presentation
“Tax Exempt Organizations: The Basics” Chicago Bar Association, Young Lawyers Section – Federal Taxation Committee Jacob L. Zerkle
09/18/18 – Newsletter
Final Regulations: Substantiation and Reporting of Charitable Contributions Tax-Exempt Organizations Alert Norah L. Jones, Patricia Spiccia
08/29/18 – Newsletter
IRS Issues Guidance for New UBTI “Siloing” Rules under Section 512(a)(6) Tax-Exempt Organizations Alert Patricia A. Hintz, Cathleen T. Yu
08/22/18 – Newsletter
Proposed Regulations Clarify Section 965 Treatment for Private Foundations Tax-Exempt Organizations Alert Patricia A. Hintz, Cathleen T. Yu
07/30/18 – Newsletter
Five Pitfalls of Putting Robert’s Rules of Order in Your Non-Profit’s Bylaws Tax-Exempt Organizations Alert Norah L. Jones, Jodi P. Patt, Jacob L. Zerkle
02/16/18 – Newsletter
New Excise Tax on “Excess” Compensation of Employees of Tax-Exempt Organizations Tax-Exempt Organizations Alert Norah L. Jones, Janice E. Rodgers, Patricia M. Spiccia
02/15/18 – Newsletter
Trap for the Unwary! Employee Transportation and Parking Benefits Might Be Taxable Tax-Exempt Organizations Alert Norah L. Jones, Jodi P. Patt
02/09/18 – Newsletter
“Newman’s Own” Exception for Excess Business Holdings Included in Bipartisan Budget Act of 2018 Tax-Exempt Organizations Alert Norah L. Jones
12/19/17 – Newsletter
The Final Version of the Tax Cuts and Jobs Act: The Tax-Exempt Provisions that Survived the Conference Committee Tax-Exempt Organizations Alert Norah L. Jones, Janice E. Rodgers, Jodi P. Patt
12/13/17 – Newsletter
IRS Provides Guidance Regarding the Use of Donor Advised Funds to Satisfy Pledges and Addresses Other Donor Advised Fund Questions Tax-Exempt Organizations Alert Jodi (Pellettiere) Patt, Janice E. Rodgers, Patricia M. Spiccia
12/04/17 – Newsletter
The Senate-Passed Version of the Tax Cuts and Jobs Act: Fewer Changes Specifically for Tax-Exempt Organizations Tax-Exempt Organizations Alert Janice E. Rodgers, Norah L. Jones, Jodi P. Patt
11/16/17 – Newsletter
Major Changes for Tax-Exempt Organizations Move Forward: Comparing House and Senate Versions of the Tax Cuts and Jobs Act Tax-Exempt Organizations Alert Janice E. Rodgers, Norah L. Jones, Jodi P. Patt
11/09/17 – Newsletter
Implications for Tax-Exempt Organizations of the Tax Cuts and Jobs Act Tax-Exempt Organizations Alert Janice E. Rodgers, Norah L. Jones, Jodi P. Patt
10/09/17 – Newsletter
Assisting Employees Impacted by Natural Disasters Tax-Exempt Organizations Alert Janice E. Rodgers, Patricia Spiccia
Norah L. Jones
