Our firm represents businesses and individuals with the formation, operation, and tax compliance of not-for-profit organizations including public charities, supporting organizations, private foundations, and non-charitable tax-exempt organizations. We advise clients on all issues relating to the operation of a not-for-profit organization including director liability, obtaining tax-exempt status from the IRS, state law compliance, corporate governance, and contract matters. Our business experience enables us to provide assistance for non-profits in the business arena as well.
Our firm provides non-profit services including:
- Formation (preparing all organizational documents, e.g. articles of incorporation, bylaws, trusts)
- Obtaining IRS recognition of tax-exempt status
- Advice as to IRS Form 990 (Annual Tax Information Return)
- State regulatory compliance
- Charitable solicitation registrations
- Scholarship funding
- Tax advice
- Representation in IRS audits and tax controversies, including in Tax Court
- Charitable giving generally (Lifetime and Testamentary)
- Planned giving (including charitable remainder trusts and charitable gift annuities)
- Conflicts of Interest policies and interpretation
- Legal opinions in connection with audits
- Executive compensation planning
- Intellectual Property protection (Copyrights and Trademarks)
- Employee matters
- All other business matters as pertaining to non-profits