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Nonprofit

Our Expertise

Serve The Needs Of Others With Legal Support

We provide support to tax-exempt organizations, with a focus on addressing their distinctive tax-related requirements. This encompasses a comprehensive range of services, including the establishment of nonprofit entities, along with the critical task of securing and maintaining the tax-exempt status under the relevant sections of the Internal Revenue Code. In many cases, our counsel in this area is closely related to the overall estate plan being implemented of which charitable giving is a major component. In other cases, we advise tax-exempt organizations on governance matters in general, including acts of self-dealing. We function as a pivotal ally to tax-exempt organizations, safeguarding their tax-exempt status and helping them navigate the tax-related legal requirements.

Frequently Asked Questions About Nonprofits

What is a tax-exempt organization?

A tax-exempt organization is an entity that is exempt from paying certain federal and state income taxes because it exclusively serves a charitable, religious, educational, or other tax-exempt purpose as defined by the Internal Revenue Code.

How can an organization obtain tax-exempt status?

To obtain tax-exempt status, an organization must meet specific requirements outlined in the Internal Revenue Code and potentially apply for the relevant exception. The organization also typically needs to file the appropriate forms with the Internal Revenue Service, such as Form 1023 or Form 1023-EZ.

What is self-dealing in the context of a tax-exempt organization?

Self-dealing refers to transactions or actions between a tax-exempt organization and persons who have significant influence over the organization (such as officers, directors, trustees, or substantial contributors). Examples of self-dealing include an insider selling property or assets to the organization, borrowing money from the organization, being paid excessive compensation, or using the organization’s assets for personal benefit.

What are the consequences of self-dealing for a tax-exempt organization?

Consequences may include penalties, excise taxes, and potential loss of tax-exempt status.

Practice Areas

Let's Collaborate

Please feel free to contact us. We strive to respond to web-based requests within 1-2 business days.

Signs That You May Need Us

If you’re unsure whether you need a nonprofit attorney, consider these signs:

  • Want to create a nonprofit organization
  • Have concerns about tax-exempt status
  • Have received notice from the IRS

How to Get Started

1Contact Us:

Our dedicated staff will listen to your needs and direct you to the attorney who can best assist you.

2Schedule Your Consultation: An initial consultation will allow you to share relevant information and personal concerns with your attorney.
3Depend On Your Attorney: After your consultation, you will know both your next steps and the steps your attorney will take on your behalf to resolve your concerns.