Nonprofit and Tax-Exempt Organizations

The cooperative depth of our firm is deployed in support of a wide range of tax-exempt entities, including national and international public charities, private foundations, arts and cultural organizations, and social clubs.

Our corporate, real estate, tax and trusts & estates practitioners work together to provide sophisticated advice on matters of critical importance, including corporate governance and compliance, exempt organization tax issues, tax controversies, strategic planning, mergers, acquisitions, joint ventures and other business transactions.

Our capabilities include:

Formation and Administration

  • Establishing nonprofit organizations (e.g., private foundations, operating foundations and public charities)
  • Securing IRS recognition of exemption
  • Federal, State and Local filings such as applications of authority, charitable registration and sales tax exemption
  • Domestic and international grant-making
  • Dissolution


  • Directors’ and Officers’ liability
  • Fiduciary obligations
  • Personnel matters
  • Conflicts of interest/related party transactions

Planning Vehicles

  • Charitable remainder trusts
  • Charitable lead trusts
  • Private foundations
  • Donor-advised funds

Tax Advice and Compliance

  • Private foundation rules (e.g., self-dealing, taxable expenditures, excess business holdings, jeopardy investments)
  • Qualification and ongoing compliance of public charities

Endowment Issues

  • Unrelated business taxable income (UBTI) issues
  • Personnel matters
  • Excess benefit transactions
  • Lobbying/political activity
  • Donor-advised funds

Fundraising and Development

  • Scholarships and grants
  • Domestic and foreign grant-making and expenditure responsibility
  • Assistance with complex planned giving strategies
  • Assistance with income and transfer tax consequences of planned gifts

Featured Professional



Jodi F. Krieger began her career developing the knowledge and skill to assist others with estate planning and administration. Eventually, that lead to helping clients…

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