Skip Page Banner  
Skip Navigation

Tax-Exempt Organizations Portfolios Library

Product Code: TMLW21
7-Day Free Trial
Start Free Trial
View the Brochure 

Bloomberg BNA's Tax-Exempt Organizations Portfolios Library provides resources and expert guidance for advising and representing exempt organizations on federal tax and regulatory issues. Written by leading practitioners in this area, these Portfolios provide everything necessary to help organizations maintain their tax-exempt status while avoiding or minimizing unrelated business income taxes and penalty excise taxes.

This Library includes the following: the Portfolios featuring in-depth analysis of experts in the field; Tax Practice Series Chapters offering answers to everyday research and compliance questions; the Estates, Gifts and Trusts Journal providing biweekly news and developments; relevant reference and instant access to relevant source material.

What it helps you do:

  • Gain expert advice on tax and accounting issues affecting tax-exempt organizations. The Portfolios provide you with the experience of leading experts who specialize in the topics they cover.
  • Stay alert on the new developments. Your Portfolios Library includes: Estates, Gifts & Trusts Journal, Weekly Report, Insights & Commentary and Tax Management Memorandum — all of which will help keep you on top of the latest developments.
  • Save time with easy-to-use practice tools.  With your Tax-Exempt Organizations Portfolios Library, you get access to time-saving aids developed by leading real-world practitioners, including valuable client letters that you and your staff can put to use immediately.

Product Structure

Portfolios: Treatise-like explanations of exempt organization topics.

Tax Practice Series: Chapters offering answers to everyday strategy and compliance questions.

Notification: Estates, Gifts, and Trusts Journal, Tax Management Weekly Report, Insights & Commentary and Tax Management Memorandum providing news and developments. 

Primary Source Material: Primary source material including Laws & Regulations, Agency Documents, and Cases.

Formats and Frequency

Available in print (as part of larger series) and on the web.  Contents vary by format.

The Portfolios are updated regularly.  The Estates, Gifts and Trusts Journal is available bimonthly and is archived on web. Tax Management Weekly Report is issued weekly. Insights & Commentary is updated regularly.  Tax Management Memorandum is biweekly.  E-mail summaries, providing the highlights and table of contents for each journal and report, with URLs to full text articles and documents are also available.


Edward J. Beckwith
Edward Jay Beckwith, partner, Baker & Hostetler, LLP; B.S., Pennsylvania State University (1971); J.D., Georgetown University Law Center (1974); M.L.T., Georgetown University Law Center (1983); Adjunct Professor of Law, Georgetown University Law Center; member, Bar of the District of Columbia (1975); member, American Bar Association (Sections on Taxation and Real Property, Probate and Trust Law); member, American Law Institute; fellow, American College of Trusts and Estates Counsel; Founder and Chair, Advanced Estate Planning Institute, Georgetown University Law Center (1988-Present); member Estate Planning Council, Washington, D.C.; Who's Who in America.
Martha Benson
Martha L. Benson, CPA, has 20 years of experience as an auditor, administrator, author, professor, and conference speaker in the not-for-profit industry. She has worked as an Audit Manager with Arthur Andersen, Chief Financial Officer of the Dallas Museum of Art, and Chief Financial Officer of the Fort Worth Museum of Science and History. She is a member of the Texas Society of Certified Public Accountants and the American Institute of Certified Public Accountants and has served on the latter's Not-for-Profit Organizations Committee. Her publications include articles in the Journal of Accountancy and three books on accounting for nonprofit organizations. A certified public accountant, licensed in Texas, Ms. Benson teaches at Franklin & Marshall College and the Fels Institute of the University of Pennsylvania. 
Turney P. Berry
Turney P. Berry, partner, Wyatt, Tarrant & Combs, LLP; B.A. (with honors, 1983) and B.L.S. (with university honors, 1983), Memphis State University; J.D., Vanderbilt University (1986); Adjunct Law Professor, Vanderbilt University (2004 to present); Fellow, American College of Trust and Estate Counsel (Estate and Gift, Charitable Planning and Exempt Organizations and Program committees); Delegate, National Conference of Commissioners on Uniform State Laws (NCCUSL); member, Legal Advisory Subcommittee of the Council on Foundations; listed in the publication The Best Lawyers in America; frequent writer and speaker on the local, state, and national levels. 
Bradley T. Borden
Bradley T. Borden, B.B.A. (1995), M.B.A. (1996), Idaho State University; J.D. (1999), LL.M. in taxation (2000), University of Florida Fredric G. Levin College of Law. Professor Borden is a Professor of Law at Brooklyn Law School. Before entering the legal academy, he practiced law at Oppenheimer, Blend, Harrison & Tate, Inc., in San Antonio. He is a prolific author and speaker. His articles have been published in the nation's leading tax and legal journals. Professor Borden is the author or co-author of several books: Tax-Free Like-Kind Exchanges (Civic Research Institute 2008), Taxation and Business Planning for Real Estate Transactions (LexisNexis 2011), Tax, Legal, and Financial Aspects of Real Estate Joint Ventures (Civic Research Institute, in progress), State Laws of Limited Liability Companies and Limited Partnerships (Wolters Kluwer, in progress with Robert J. Rhee). He is also the author of the forthcoming BNA portfolio on tax issues affecting real estate developers. Professor Borden is a past chair of the Sales, Exchanges & Basis Committee of the ABA Section of Taxation.
Charles Borek
Charles A. Borek, J.D., University of Baltimore (summa cum laude); M.B.A., University of Baltimore (summa cum laude); B.A., Mary Washington College. Mr. Borek is Executive Vice President for Tax Services and principal of Cohen, Rutherford + Knight, P.C., a Bethesda, Maryland accounting and consulting firm. Mr. Borek also practices law with the Law Offices of O'Connor & Borek, LLC. A member of the American Bar Association, American Institute of Certified Public Accountants, Healthcare Financial Management Association, and American College of Healthcare Executives, Mr. Borek has lectured frequently for the American Bar Association, Maryland Institute for Continuing Professional Education of Lawyers, and American Health Lawyers Association.  A certified public accountant, licensed in Maryland, Mr. Borek is admitted to the bars of the U.S. Supreme Court, U.S. Court of Appeals for the Fourth Circuit, U.S. District Court for the District of Maryland, U.S. Court of Federal Claims, U.S. Tax Court, and Court of Appeals of Maryland. He teaches at the University of Baltimore School of Law where as a student he had served as Editor-In-Chief of the University of Baltimore Law Review.
Kathryn A. Bradley
Kathryn A. Bradley, B.A., Arizona State University (summa cum laude, 1995); J.D., Arizona State University (cum laude, 1999); Member: State Bar of Arizona (Chair of Probate and Trust Section, 2005), State Bar of Nevada, Maricopa County Bar Association, and Clark County Bar Association. 
Bonnie S. Brier
 Bonnie Brier, Senior Vice President, General Counsel & Secretary of New York University. Bonnie received her J.D. from Stanford University Law School, where she was an Editor of the Law Review and graduated Order of the Coif, and she received her A.B. from Cornell University, Magna Cum Laude in Economics and With Distinction in All Subjects. Immediately prior to joining NYU in 2009, Bonnie was the first General Counsel of The Children’s Hospital of Philadelphia, where she served for almost 20 years. Previously, she was a Partner at Ballard, Spahr, Andrews & Ingersoll in Philadelphia, an Assistant U.S. Attorney for the Eastern District of Pennsylvania in its Criminal Division, and a law clerk to the Honorable Joseph S. Lord, III, Chief Judge of the U.S. District Court for the Eastern District of Pennsylvania.
Lauren Watson Cesare
Lauren Watson Cesare; University School of Law; member, American Bar Association, Section of Taxation; admitted to practice, California, U.S. Tax Court. 
Nina J. Crimm
Nina J. Crimm, Professor of Law, St. John's University School of Law (New York). A.B., Washington University (1972); J.D. and M.B.A., Tulane University (1979); LL.M. in Taxation, Georgetown University Law Center (1982); previously Tax Attorney with former Washington, D.C. firm of Ginsburg, Feldman and Bress; Attorney/Advisor at the United States Tax Court for Judge Irene F. Scott and Chief Judge Arthur L. Nims; author of Tax Court Litigation: Practice and Procedure (Little, Brown and Co., 1992 and supplements) and of numerous published law review and journal articles. 
Dominic L. Daher
Dominic L. Daher holds a Master of Laws in Taxation from New York University School of Law, a Juris Doctor from Washington University School of Law, and both Master and Bachelor of Accountancy degrees from the University of Missouri-Columbia. Mr. Daher writes for various scholarly and professional journals, and he serves on the Editorial Advisory Boards for some of the leading tax journals in the nation. Mr. Daher also teaches an array of tax courses in the University of San Francisco's School of Business and School of Law, and he is one of the authors of The Hornbook on Federal Income Taxation (West Group 2008).
Stacy Daher
Stacy E. Daher is the Assistant Treasurer at the University of San Francisco. In her role as Assistant Treasurer, Ms. Daher is responsible for the management of the University's endowment investments, cash management, and debt issuance. Ms. Daher was formerly a Senior Associate with the international accounting firm PricewaterhouseCoopers. Ms. Daher is a graduate of Saint Louis University (Master of Accountancy) and the University of Missouri-Columbia (Bachelor of Music). Ms. Daher is also an adjunct member of the faculty at the University of San Francisco School of Business and Management. 
Donald M. Etheridge
Donald McGee Etheridge, Jr., A.B. (magna cum laude) and J.D., Duke University; LL.M. (Taxation), Georgetown University; member of State Bar of Georgia and North Carolina Bar; member of North Carolina (Chairman, Tax Section, 1988-1989) and American Bar Associations; Certified Public Accountant (North Carolina); Senior Lecturer of Law, Duke University Law School, 1984-1994; Partner with Alston & Bird LLP, with practice concentrating in sophisticated estate planning and representation of non-profit organizations and foundations.
Carol Ann Fowler
Carol Anne Fowler (deceased), B.A., Duke University; Phi Beta Kappa; J.D. (with distinction), Emory University School of Law; Order of the Coif and Comments Editor for the Emory Law Journal; former member of the State Bar of Georgia, American and Atlanta Bar Associations, American Academy of Hospital Attorneys, and National Health Lawyers Association; former associate at Sutherland, Asbill & Brennan LLP, practicing in the areas of tax-exempt organizations and health care law, including planning and reporting for public charities and private foundations.
Carla Neeley Freitag
Carla Neeley Freitag, B.A., Duke University (magna cum laude 1974); J.D., University of Florida College of Law (with high honors 1976); LL.M. (in Taxation), University of Miami School of Law (1988); admitted to practice in Florida, Texas, and Georgia; member, American Bar Association; author, The Funding of Living Trusts (American Bar Association 2004); contributor to Tax Practice Series; Tax Management Distinguished Author.
Alan Glazer
Alan S. Glazer, A.B., Franklin & Marshall College; M.A. and Ph.D., University of Pennsylvania, served as associate director of the Independence Standards Board's conceptual framework project and has written several articles on auditor independence and accounting ethics. Dr. Glazer is the co-author (with Martha L. Benson) of BNA Tax and Accounting Portfolio 5201, Accounting for Museums (Accounting Policy and Practice Series). He has been teaching financial accounting at Franklin & Marshall College, Lancaster, Pennsylvania, since 1975, where he is the Henry P. and Mary B. Stager Professor of Business. Dr. Glazer's book, Accounting for Museum Collections and Contributions of Collection Items, co-authored with Dr. Henry Jaenicke, Drexel University, was published by the American Association of Museums. Dr. Glazer also assisted in drafting the audit and accounting guide, Not-for-Profit Organizations, for the American Institute of Certified Public Accountants. Dr. Glazer is a member of the American Association of University Professors, the American Accounting Association, and the American and Pennsylvania Institutes of Certified Public Accountants. He serves on the editorial board of the Journal of Accountancy and is a CPA in Pennsylvania.
Ronald D. Gorsline
Ronald D. Gorsline, B.S. in Secondary Education, Bob Jones University (1982); J.D., cum laude, Indiana University (1988); Associate Editor, Indiana Law Review; published, Tax Law Journal, Summer 1987 article entitled “Section 170(j) of the Internal Revenue Code: A conflict in Analysis Regarding the Deductibility of Gifts to an Individual for the use of a Charity;” admitted, Tennessee Bar (1988), State Bar of Georgia (1989), and United States District Court, Eastern District of Tennessee.
Virginia C. Gross
Virginia C. Gross, B.S., Texas A&M University (1986); J.D., University of Texas School of Law (1990); shareholder, Polsinelli Shalton & Welte, P.C., Kansas City, Missouri; legal practice concentrates on tax issues for nonprofit and for-profit organizations; frequent writer and speaker on nonprofit tax issues. 
James K. Hasson
James K. Hasson, Jr., B.A. and J.D., Duke University; Order of the Coif and Comments and Project Editor of Duke Law Journal; member of State Bar of Georgia; member of American, District of Columbia, and Atlanta Bar Associations; former Chair of the Exempt Organizations Committee of Tax Section of American Bar Association; member of Foundation Lawyers Group, National Association of College and University Attorneys, National Health Lawyers Association, and American Academy of Hospital Attorneys; Partner at Sutherland, Asbill & Brennan LLP, representing closely-held businesses, universities, private foundations, hospitals and other religious, charitable and educational organizations. 
Barbara L. Kirschten
Barbara L. Kirschten, B.A., University of Pennsylvania (summa cum laude); Honours B.A., Cambridge University; Ph.D., M.A., Harvard University; J.D., Northwestern University; member, New York and District of Columbia Bars; former member, Steering Committee District of Columbia Bar Association Taxation Section and former Chair, Exempt Organizations Committee; Co-Chair, Subcommittee on Museums of Other Cultural Organizations, Exempt Organizations Committee, ABA Section of Taxation; author, The Nonprofit Corporation Forms Handbook; co-author, Federal and State Taxation of Exempt Organizations.
Nancy J. Knauer
Celia Roady
Celia Roady,  undergraduate degree from Duke University in 1973, law degree from Duke University in 1976 and LL.M. from Georgetown University in 1979; partner in the Tax Practice of Morgan, Lewis & Bockius, LLP, resident in the Washington, D.C., office; published extensively in various journals on exempt organizations; chairs the annual conference on “Representing and Managing Tax-Exempt Organizations,” sponsored by the Georgetown University Law Center;  frequent speaker for the American Bar Association (ABA), American Law Institute, American Society of Association Executives, and other nonprofit conferences and symposia; past chair of the Exempt Organizations Committee of the ABA's Taxation Section; served on the Council of the Section; former member of the Legal Section Council of the American Society of Association Executives and a Fellow with the American College of Tax Counsel; has served as chair of the Exempt Organizations Committee of the District of Columbia Bar Association Tax Section, chair of the D.C. Bar's Council on Sections, and as a member of the Steering Committee of the D.C. Bar Tax Section.
Robert J. Rosepink
Robert J. Rosepink, B.A., Amherst College (magna cum laude, 1972), Phi Beta Kappa; J.D., The George Washington University (with honors, 1975); partner, Rosepink & Estes, P.L.L.C., Scottsdale, Arizona; Member: Maricopa County Bar Association, State Bar of Arizona (Chair, Section of Real Property, Probate and Trust Law, 1984), American Bar Association (Sections: Real Property, Probate and Trust Law; Taxation), Estate Planning Seminar Group, and Trusts and Estates magazine Mini-Board for Estate Planning and Taxation (1995–1999); Fellow: American College of Trust and Estate Counsel and American College of Tax Counsel; Draftsperson, Arizona versions of Revised Uniform Principal and Income Act and Uniform Trustees' Powers Act (1984); author, Arizona Probate (Bancroft-Whitney 1980) and various articles; listed in Best Lawyers in America. 
Michael I. Sanders
Thomas J. Schenkelberg
Thomas J. Schenkelberg, B.B.A., University of Iowa (with Distinction 1982); J.D., University of Iowa (with Distinction 1986); Certified Public Accountant; Chair of the Nonprofit Practice Group of Polsinelli Shalton & Welte, P.C., Kansas City, Missouri; frequent speaker and writer on nonprofit tax issues. 
Steven D. Simpson
Steven D. Simpson, B.A., Hillsdale College (1975); J.D., Wake Forest University (1978); LL.M. (Taxation), Georgetown University (1981); member, District of Columbia, Florida and North Carolina Bar Associations; American Bar Association, Section on Taxation: Exempt Organizations Committee; and contributor to various tax publications on Exempt Organizations issues. 
Christopher G. Stoneman
Christopher G. Stoneman, B.A. (law), Cambridge University (1949); LL.B., University of Virginia (1957); M.A., New York University (1989); member, New York and Vermont Bars; lecturer, Vermont Law School (1986–1995); fellow, American College of Trusts and Estates Counsel; author of several Portfolios in the estate planning field.
John C. Stophel
John C. Stophel (deceased), Duke University (1944–1945); B.S. in Business Administration, Bob Jones University (1949); M.S. in Accounting, University of Tennessee (1950); LL.B., McKenzie College of Law (1955); Certified Public Accountant (TN); member, State Bar of Georgia (1953) and Tennessee Bar (1955); admitted to United States Tax Court and the Supreme Court of the United States. DECEASED.
Gerald B. Treacy
Gerald B. Treacy, Jr., B.A., Rider College (1973), summa cum laude; J.D., University of California at Los Angeles School of Law (1981), Order of the Coif; Gibson Dunn & Crutcher, Los Angeles, California (1981-82); Perkins Coie, Seattle and Bellevue, Washington (1982-94, partner 1991-94); McGuire Woods Battle & Boothe, Tysons Corner, Baltimore and Washington, D.C. (partner, 1994-96); Author, 871 T.M., Supporting Organizations; Author, Washington Guardianship Law, Administration and Litigation (3d ed. 1997); Fellow, American College of Trust and Estate Counsel; member of the Bar of California (inactive), and member of the Bars of District of Columbia and Washington State.
John R. Washlick
John R. Washlick, member, Cozen O'Connor; B.S. University of Rhode Island (1978); J.D. Southwestern University School of Law (1986); LL.M. (Taxation) Georgetown University Law Center (1990); Adjunct Professor of Law, Widener University School of Law – Health Law Institute, Wilmington, Delaware; Adjunct Professor of Law, Villanova University School of Law (Masters in Taxation Program), Villanova, Pennsylvania; member, Pennsylvania and New Jersey Bar Associations; American Bar Association, Section of Taxation; member, American Health Lawyers Association, Chair of the Hospital and Health Systems Practice Group (2003–2006); member, Health Care Compliance Association; Certified Public Accountant (Pennsylvania) and contributor to various tax publications on issues affecting nonprofit healthcare organizations. 
Hugh K. Webster
Hugh K. Webster, A.B., Middlebury College (1983); J.D., Duke Law School (1986); Author, The Law of Associations (Matthew Bender & Company); Editor, Nonprofit Legal and Tax Letter.
Peter H. Winslow
Peter H. Winslow, partner, Scribner, Hall and Thompson, LLP; B.A., Tufts University (1972); J.D., Case Western Reserve University (1975); LL.M., Georgetown University (1978); member, District of Columbia and Ohio bars.