Charities and Tax Exempt Organizations

Representation of charities and tax exempt organizations with tax issues involving the Internal Revenue Service.

• Forming a nonprofit and applying for 501(c)(3) and other exemptions (Forms 1023 and 1024)

• Reviewing Form 990 and advising on compliance

• Private foundation rules, including self-dealing, minimum distributions, and excise taxes

• Unrelated business income (UBIT) planning

• Charitable giving, donor-advised funds, and gift acceptance

• IRS examinations, correcting past mistakes, and reinstating a revoked exemption

• Retirement plans for nonprofit employers, including 403(b) and 457(b)