Business Practices

Business Law Services

Tax-Exempt Organizations

Overview

No one values collaboration more than cause-oriented organizations. Well, just about no one that is; because at Smith Haughey, our attorneys who counsel tax-exempt and nonprofit organizations are adamant that partnership is the most beneficial approach. Armed with in-depth knowledge of the client’s mission and nonprofit law issues, we work in tandem to spot issues and develop results-oriented action plans. Our goal is always to anticipate and manage legal risks so that the board and staff can focus their energy where it belongs—on the pursuit of their mission.

Good legal advice and counsel is essential for a successful tax-exempt entity. Our lawyers are conversant with IRS regulations and the state and federal regulations that govern their operations. We help our nonprofit clients with everything from creating a nonprofit organization to securing and maintaining their tax exempt status, including organizational structure, regulatory compliance, and corporate governance issues that involve fiduciary duties and officer-director liability.

Experience

Our areas of expertise include:

    Incorporation
    Application for tax exemption
    State laws and regulations
    IRS rules and regulations
    Governance through constitutions and by-laws
    Real estate transactions
    Contract and lease review
    Collaboration agreements and merger documents
    Fundraising compliance issues
    Employment issues
    Management plans for employees and volunteers
    Financing
    Risk assessments
Practicing Attorneys

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