Tax-Exempt Organizations
The economic shifts of the last several years have had far-reaching effects on tax-exempt organizations.
This burden has been compounded by changes in tax law, increased scrutiny of boards of directors, and rising concerns about compliance and governance. As a result, not-for-profits are facing an array of new challenges —and new opportunities.
We want to partner with you to help you confidently navigate this shifting landscape and ensure the long-term health of your organization.
We have a long and successful history serving many types of tax-exempt organizations including:
- Private and public foundations, schools (including public and private colleges, universities, and charter schools) and other educational institutions
- Museums
- Research institutions
- Hospitals and health care entities
- Trade and professional associations
- Social clubs
- Other not-for-profit organizations
We also represent a variety of for-profit and “hybrid” entities (such as benefit corporations) that are working with, partnering with, receiving fundraising from, or otherwise engaging with tax-exempt organizations.
501(c)(3) Status Success Rate
Our areas of focus include:
- Formation Matters
- Obtaining Tax-Exempt Status
- Federal State and Local Filings
- Working with Governmental Agencies (IRS, Departments of Law, Departments of State, Departments of Education, Departments of Health and Various Local Agencies)
- Operational Matters
- Tax Planning
- Governance Structuring
- Fundraising
- Investments
- Copyright/Trademark/Patent Matters
- Personnel Matters
- Real Estate Matters
- Mergers and Acquisitions, Joint Ventures and Consolidations
- Grant Making and Expenditure Responsibility
- Director’s and Officers’ Liability and Insurance
- Asset Protection
- Fiduciary Obligations
- Employment Classification Issues
- Endowment Issues
- Unrelated Business Income Tax Issues
We take seriously our role as advisors to tax-exempt organizations and other clients. We draw on our extensive legal knowledge as well as our practical experience with not-for-profit organizations of all types. We seek a thorough understanding of our clients’ objectives and then provide the resources and the commitment to make them happen.
