Business Lawyers for Business People

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
Contact us now to review your non-profit needs with an experienced attorney.