Tax Exempt Organizations

We represent a number of philanthropists and tax-exempt organizations as part of our commitment to serving the community. We provide our expertise to guide tax-exempt organizations through the ever-evolving legal and tax landscapes that these organizations are subject to.

We have helped all kinds of tax exempt organizations achieve their desired outcomes including but not limited to:

  • Corporate Non-Profits
  • Family and Institutional Foundations
  • Trade Associations
  • Private Clubs
  • Religious Organizations
  • Educational Organizations 
  • Advocacy Groups

We guide clients through formation, drafting tailored governance structures and obtaining applicable tax-exempt status with federal and state authorities and adoption of appropriate governance and policy provisions.

Legal Services

  • Formation
  • Governance and Board Structures
  • Board Duties
  • Best Practices
  • Tax Planning
  • Private Foundations
  • Donor-Advised Funds
  • Executive Compensation
  • Real Estate Transactions and Development
  • Conflicts of Interest