Securing federal income and excise tax exemptions, as well as state and local property tax exemptions
Advising on the development, construction, acquisition and financing of headquarters buildings and other office facilities for nonprofit organizations. We also help our clients with leasing and subleasing arrangements.
Structuring and securing advance Internal Revenue Service (IRS) approval of pooled insurance funds for groups of governmental authorities, educational institutions and public nonprofit entities
Representing nonprofit organizations before federal, state and local courts, as well as administrative challenges and governmental assessments
Forming and structuring affiliates at the national, regional and local levels, and assisting in the development of nonprofit programs administered on a group basis. This includes consolidated applications for tax-exempt status for the group.
Advising with respect to fiduciary obligations undertaken by the directors and officers of nonprofit organizations and structuring appropriate indemnification and insurance protections
Outlining the advantages and disadvantages of public charity versus private foundation status, including analysis of the applicable public-support requirements and restraints on political involvement and lobbying
Representing nonprofit organizations before the IRS regarding audits and other investigations of our client organizations’ activities
Advising on relationships, including executive and other compensation issues, which could jeopardize tax-exempt status
Obtaining required licenses, permits and certificates, including certificates of need, to enable our clients to operate in compliance with state and local rules and regulations
Advising on applicable federal, state and local disclosure requirements and fund-raising limitations
Monitoring program-related investments and consulting on the advisability of prospective income-producing investments, as well as the proper characterization of such investments for federal income tax and other purposes
Structuring controlled entities or companion and supporting for-profit enterprises, and advising on potential unrelated business income tax consequences
Advising nonprofits concerning the use and administration of charitable bequests and donations