Practice Areas

Tax-Exempt Organizations

We have a substantial practice in the formation of nonprofit organizations and in qualifying their exempt status with the IRS and California FTB. We counsel our nonprofit clients on issues as diverse as complying with nonprofit set-asides, structuring to avoid private inurement, conduct of non-charitable activities, establishing for-profit subsidiaries, minimizing unrelated business taxable income, structuring and monitoring grant making procedures, and complying with California’s property tax exemption requirements. We work closely with large and small tax-exempt organizations resolve tax issues. Our clients include public charities, nonprofit associations, professional societies and private foundations. We help our clients draft organizational documents, negotiate contracts, obtain and maintain tax-exempt status, and work through audits.