Tax Exempt Organization Services

Whether you wish to create a charity, reorganize one, make charitable contributions, or are involved in a nonprofit entity facing audits or corporate governance concerns, we have the experience to address your nonprofit needs.  We have a comprehensive understanding of the unique tax and corporate legal issues associated with private foundations, public charities, support organizations, educational institutions, religious organizations, trade associations, and other tax-exempt organizations.  We also have experience with the corporate governance and conflict of interest rules that sometimes beset such entities.

We regularly represent nonprofit organizations seeking to qualify for tax-exempt status, and we have significant experience in dealing with initial organization and tax-exemption qualification applications.  We frequently counsel clients wishing to establish new charitable organizations (or wishing to convert a nonprofit entity to a tax-exempt entity) on the choice of exempt organization that might be most appropriate for attaining their goals.  We are skilled in drafting the necessary documents to bring these goals to fruition.

We are particularly well-equipped to advise tax-exempt organizations on issues relating to mergers, acquisitions, joint ventures with for-profit entities, reinstatement of tax exempt status, and fund-raising matters.  Our ultimate goal in counseling tax-exempt organizations is to further their organizational goals while minimizing the risk of non-compliance.  In addition, our tax team is well-versed in filing all required returns in all applicable authorities and jurisdictions.

Let our tax exempt experts help you, by:

• Securing and maintaining tax-exempt status.
• Advice on corporate procedures and governance, operation of the board of directors, and appropriate board resolutions and minutes.
• Conflict of interest policies.
• Employment matters.
• Tax-reporting requirements, advice concerning appropriate means to obtain favorable tax treatment and avoid unfavorable tax consequences, ongoing compliance with tax and charitable organization laws, and securing rulings from the IRS.
• Mergers, liquidations, and other restructuring.