Our firm has considerable experience in organizing and providing legal assistance to a variety of not-for-profit and tax-exempt organizations.  Our practice has encompassed services to multi-million dollar foundations and public charities, health care providers such as hospitals, health systems and academic medical centers, and organizations involved in the arts, science and education.

Areas Serviced

  • Choice of Entity and Formation
    • Obtaining tax-exempt status
    • Federal, State and local filings
    • Dealing with IRS and other governmental agencies
    • Creation of governance and membership structure
  • Operation of Entities
    • Tax and compensation planning
    • Investments
    • Mergers
    • Fiduciary obligations
    • Unrelated Business Income Tax