- Assistance with revisions and updates to articles of incorporation, bylaws, committee charters and other governance documents.
- Advice and guidance on for-profit and nonprofit best practices, accountability, and transparency.
- Advice and guidance on duties and responsibilities of directors and officers.
- Conduct of nonprofit legal compliance programs.
- Advice regarding the impact of reforms and legislative changes.
- Conduct or assist with tax audits, IRS administrative tax appeals and litigation.
Private Foundation Tax Advice and Compliance
- Establishment of nonprofit organizations and IRS recognition of exemption.
- Advice and guidance on initial and annual compliance with federal and applicable state tax laws.
- Advice and guidance on Form 990-PF annual reporting.
- Advice and guidance on private foundation tax classification issues, including supporting organizations.
- Advice and guidance on private inurement and private benefit issues.
- Advice and guidance on private foundation issues such as self-dealing, taxable expenditures, excess business holdings, minimum distributions, tax on net investment income, and jeopardy investments.