TAX EXEMPT ORGANIZATIONS


Our Tax Exempt Organizations Practice Group advises charities, foundations, corporate sponsors, and professional fundraisers on matters which affect the nonprofit community. We are one of the few law firms with a practice group dedicated to addressing the unique regulatory, economic and legal issues of tax exempt organizations.

In these times of economic strain, professional advisors who understand the particular challenges confronted by nonprofits can make a big difference to an organization's success. We recognize that the nonprofit sector encompasses a broad array of providers which require specialized knowledge and focused attention. Our Tax Exempt Organizations Practice Group represents clients in the areas of education, medical research and scientific advancement, health and mental health, support for the arts, the celebration of history and culture, the elevation of human rights, the enhancement of child development, the advancement of religion, economic development and many other charitable causes ... each in the specialized way that best meets its needs.

Our Tax Exempt Organizations Practice Group routinely advises our clients in all areas of nonprofit law, including:

  • Entity formation, including the preparation of all formative documents, bylaws, committee charters and corporate policies
  • Obtaining 501(c)(3) status, including IRS submissions
  • Commercial co-ventures, fiscal sponsorships, corporate sponsorships, licensing and special events
  • Corporate matters, including reviewing and drafting a wide range of contractual agreements, executive compensation, governance, and structuring the formation of public charities, private foundations and limited liability companies
  • Mergers or consolidations
  • Dissolutions and sales of charitable assets (including seeking Attorney General and court approval as required)
  • Tax issues, including unrelated business income tax, intermediate sanctions, and private foundation excise taxes
  • Regulatory compliance work, including charitable solicitation regulation
  • Dispute resolution
  • Federal and state litigation, including defending clients who are investigated or sued by government regulators (including, in particular, the New York State Attorney General)
  • Compliance with new reporting responsibilities, such as Form 990
  • Reviewing investment policies, including compliance with the Prudent Investment Act
  • Lifting restrictions on assets
  • Modifying real estate holdings and leases
  • Workforce reduction and/or hiring considerations
  • Fundraising terms and agreements

Significant nonprofit clients include the Dr. Robert C. Atkins Foundation, Hebrew Academy for Special Children, Gateway Counseling, Jewish Association for Services for the Aged, National Council of Jewish Women, National Philanthropic Trust, New Horizon Counseling Center, Polytechnic University, Social Science Research Council, YWCA of the City of New York, Young Adult Institute and many others.

Our Tax Exempt Organizations Practice Group cares about, and is deeply committed to supporting and furthering the laudable goals and missions of our nonprofit clients ... we can help you find ways to further and better achieve your nonprofit organization's aims.


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