Tax-Exempt Organizations

Representing tax-exempt organizations of all types, including public charities such as religious organizations and social service agencies, and private foundations.

Assisting new clients in securing tax exempt status, and advising on Internal Revenue service regulations and examinations, unrelated business taxable income, private inurement and private benefit issues, reasonable compensation for officers and trustees, jeopardizing investments, private foundation regulations, including requirements for annual distributions, grants, self-dealing, jeopardizing investments, and excess business holding and taxable expenditures.

Assisting clients in developing procedures for internal governance, bylaws, and conflict-of-interest policies. Advising on issues of fiduciary responsibility and liability. Defending organizations during investigations by the IRS and state attorneys general regarding the conduct of the officers and directors and operation of the organizations.