First Return Series · Book 4 · 2026 tax year

Trustee: Taxes for Nonprofits, Trusts, and Estates

For anyone handed money that isn't theirs to manage: a club or booster club treasurer, a board member, a trustee, or an executor. Learn what tax-exempt really means, which returns exempt groups file, how donations and fundraisers are treated, and how trusts and estates are taxed. The workbook teaches each topic; this website adds hands-on tools, practice and a tutor for every lesson.

Coming soon to Amazon

What you'll learn

What Tax-Exempt Really Means
Getting and Keeping Exempt Status
Which 990 to File
Money In: Donations, Fundraisers, and Business Income
Trusts and Form 1041
Estates and the Executor's Job
Capstone: The Treasurer and the Trustee

What's on the website

An exemption path finder
A “Which 990?” tool
A fundraising and donor receipt checker
A trust tax calculator
An executor's timeline
A capstone simulator that checks your work
An “Ask the tutor” helper on every lesson
Listen and easy-reading modes

Have the workbook? Unlock the website.

The website comes free with the book. Answer one question from your copy and this device stays unlocked.

Have a different book in the series? Each book's website has its own unlock: First Return (Book 1) · Start (Book 2) · Grow (Book 3).

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