Tax-Exempt Organizations

  • Formation and Qualification under §501(c)

  • Charitable Registration & Compliance

  • Private Foundation Rules & Excise Taxes

  • Unrelated Business Income Tax (UBIT)

  • Joint Ventures with For-Profit Entities

  • Governance & Fiduciary Duties of Nonprofit Boards

  • Endowment & Investment Management

  • IRS Examinations and State Attorney General Oversight

  • Nonprofit Mergers, Affiliations & Dissolutions

  • Donor-Advised Funds & Charitable Trusts