TAX EXEMPT ORGANIZATIONS


Our Tax Exempt Organizations Practice Group advises charities, foundations, corporate sponsors, and professional fundraisers on matters which affect the nonprofit community. It is co-chaired by David Samuels and Daniel Alcott, who have substantial experience as outside general counsel to a wide range of charitable organizations. We represent 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. The group handles: (i) corporate formation and obtaining 501(c)(3) status, including the preparation of all formative documents, bylaws, committee charters, corporate policies, and the IRS submissions, (ii) transactions, including commercial coventures, fiscal sponsorships, corporate sponsorships, licensing and special events, (iii) corporate matters, including reviewing and drafting a wide range of contractual agreements, executive compensation, governance, structuring the formation of public charities, private foundations, and limited liability companies, and handling mergers, dissolutions, and sales of charitable assets (including seeking Attorney General and court approval as required); (iv) tax issues, including unrelated business income tax, intermediate sanctions, and private foundation excise taxes (v) regulatory compliance work, including charitable solicitation regulation, (vi) dispute resolution, and (vii) federal and state litigation, including defending clients who are investigated or sued by government regulators (including, in particular, the New York State Attorney General).

 

 

 

 

Attorney Advertising: Prior results do not guarantee a similar outcome.