Tax Exemption Organizations

Our service offerings include advice and planning related to tax exempt organizations including:

• Formation considerations for the different 501(c) entities;
• Fiduciary obligations and duties;
• Advice and planning for public charities and private foundations;
• Private inurement;
• Evaluation of unrelated business activities;
• Planning considerations to prevent loss of tax status;
• Effects of changes in operations;
• Annual reporting rules;
• The use of for-profit subsidiaries;
• Various non-501(c) entities; and
• Various other non-profit tax matters.