Exempt Organizations
Our Exempt Organizations team guides non-profit entities, including section 501(c)(3), 501(c)(4), and other tax-exempt organizations, through the complex regulatory and compliance issues involved with domestic and international taxes, governance and operations, funding strategies and more, so that they can focus on their philanthropic and social welfare missions while remaining compliant with all applicable state and federal laws.
We work with charities, private foundations, donor-advised funds, family offices, and social welfare organizations on tax and governance matters. We advise on tax-efficient structuring, corporate governance and fiduciary duties, transactions, and investment strategies; we also counsel on tax planning and controversy, regulatory compliance with both state and federal regimes, and tax issues involved in political campaign activity. We work with high income individuals seeking ways to advance their philanthropy, including donors who are creating or contributing to charitable organizations.
Comprised of members from across the firm’s Corporate, Litigation, Tax, and other practices, this interdisciplinary group possesses a wealth of knowledge and experience gained from both government service, in-house at family offices and investment banks, and private practice at some of the world’s most respected law firms.
Our services include:
- Formation and tax-exemption applications
- Tax planning, audits, and controversies
- Mergers, acquisitions, and restructurings
- Protection and management of intellectual property rights
- Program-related, mission-related, and social impact investments
- Donor-advised funds
- Executive compensation and employee benefits
- Corporate governance and fiduciary duties
- State attorney general inquiries and enforcement actions
- Internal investigations and compliance reviews