I offer a wide range of expertise to nonprofit organizations gained through my years of experience as in-house and outside counsel:
– Forming organizations and securing 501(c)(3) status with the IRS
– Tax planning for exempt organizations
– Guidance on Form 990
– Grantmaking and compliance
– Board governance
– Guidance for 501(c)(4) and 527 organizations
– Foundation excise taxes
– Donor-advised funds and Fiscal sponsorship relationships
– Unrelated business income
– Resolving issues for associations and other 501(c) entities
– Mission and program-related issues
– Lobbying and government ethics compliance
– Supporting and related organizations
– For-profit subsidiaries
– Arrangements with taxable entities
I have advised an array of clients on tax-related issues:
– General tax issues
– Corporate taxation
– Partnership and LLC taxation
– Entity formation
– Governance documents
– Tax related to real estate
– Tax credits, including low income housing, historic, and new market
– Public financing
– Sweepstakes
– Like-kind exchanges
I have also counseled individuals and families through various wealth management and asset protection strategies:
– Estate planning
– Wills
– Trusts
– Family partnerships
– Planned giving
– Business succession plans