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  • 1.  Seat Considerations

    Posted 09-05-2024 11:35 AM

    Hi, 

    My understanding was that since a 2018 IRS ruling seat contributions were not tax deductible. But, in reading the 2024 CASE Standards it looks like seat contributions follow the 80/20 rule now and we need to subtract additional benefits they receive. I want to confirm that my understanding is correct. 



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    Erica Bolenbaugh
    Northern Kentucky University
    bolenbauge1@nku.edu
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  • 2.  RE: Seat Considerations

    Posted 09-05-2024 11:48 AM
    The IRS no longer considers any portion of a payment that earns seating priority deductible. What was "80/20" is now ZERO!

    However, CASE has decided to allow institutions to COUNT these donations at 100% even when the IRS says they are not deductible. 

    However, you must still reduce the payment by the value of all tangible benefits.

    CASE goes into all this in page 269 of the new 2nd edition.

    John