Non-Profit/Tax Exempt

We assist clients with planning for and forming non-profit and tax exempt organizations, and provide advice on matters of compliance and the ongoing obligations associated with managing nonprofit and tax exempt organizations. The firm’s practice includes providing advice and drafting in connection with:

  • Obtaining determination letters from IRS of tax exempt status under Section 501(c)(3) of the Internal Revenue Code
  • Preparation and/or review of by-laws, organizational minutes and entity operating guidelines
  • Advising fiduciaries on the operations and management of nonprofit entities, including compliance and reporting requirements
  • Transactional planning and advice involving nonprofit entities
  • Formation and transactions involving private foundations, as well as advice regarding the operation and compliance requirements of private foundations