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  • 1.  Updated IRS Documents

    Posted 01-30-2025 06:51 PM
      |   view attached
    As many of you know, I periodically review the IRS website for updates to forms and publications necessary in our field. I have just completed that review.

    Attached is the "primary list" of those IRS documents. I've highlighted those that have been updated since my last review in yellow.

    I check for updates to all of these documents twice/year. However, there are six that we tend to reference more than the others.  I check for updates to those every three months.

    To download any of these, please go to https://www.irs.gov/forms-pubs-search.

    Best always,

    John

    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987

    Attachment(s)

    pdf
    Primary List.pdf   88 KB 1 version


  • 2.  RE: Updated IRS Documents

    Posted 01-31-2025 10:34 AM
    Thank you John.  This is always ver helpful.

    Javier Morales
    Director of Gift Administration
    California State University, Fresno
    5241 N Maple Ave TA45
    Fresno, CA 93740
    Direct: 559.278.0453
    Fax: 559.278.4036



    Original Message


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