Our Clients
This group provides legal services to tax-exempt organizations,
including public charities, religious organizations, family foundations,
company foundations, community foundations, charitable donors, supporting
organizations, private operating foundations, trade associations
and political organizations.
Services
- Organization
- Incorporate nonprofit corporations and create charitable
trusts
- Secure tax-exempt status
- Form subsidiaries and joint ventures
- Register soliciting charitable organizations
- Qualify for property and sales tax exemptions
- Execute mergers, reorganizations, and dissolutions
- Terminate private foundation status
- Corporate Governance
- Develop conflict of interest policies
- Advise about director and officer liability, responsibilities,
and insurance
- Tax and Related Administrative Issues
- Analyze self-dealing and excess benefit transactions
- Assess excess business holdings and jeopardy investments
- Identify unrelated business income tax liabilities
- Advise about annual distribution requirements
- Assess compliance with public support requirements
- Explain lobbying limitations
- Assist with gift substantiation requirements
- Prepare annual information returns
- Specialized Services for Affordable Housing
- Close on specialized financing sources
- Establish joint venture arrangements with for-profit organizations
- Resolve real estate development issues
- Employment Issues
- Draft employment contracts and independent contractor agreements
- Develop and review employment manuals and policies
- Advise about hiring and termination decisions
- Employee Benefits and Executive Compensation Arrangements
- Charitable Giving
- Establish charitable trusts
- Structure charitable gifts and bequests
Attorneys
Bob Gregg
Liz Heiner
Madelyn Leopold
Jennifer Mirus
Bill Peck
Carl Rasmussen
Paul Schmidt
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