I work with 501(c) tax-exempt organizations of all types, including:
I also work with private donors in making charitable gifts.
If you are starting up a new nonprofit, you want to be sure to get things right. Start up services include establishing a nonprofit corporation with articles, bylaws and applicable corporate policies. I can also assist in applying for section 501(c) status with the IRS through Form 1023, Form 1023-EZ, Form 1024-A or Form 1024. I have a law license in Wisconsin and Maine. If you already have an organization set up in another state, I can assist you with your tax exempt application with the IRS.
Are you including a large charitable gift under your will? I can help you design your gift so that the charity will be accountable to follow through on your wishes.
Are you planning on funding a private foundation under your estate plan or will? I can help you set up the foundation and ensure that the structure meets the complex private foundation tax rules.
Whether you are making a large personal donation or need assistance with meeting the numerous tax rules for private foundation grants, I can help.
If the IRS has sent your organization a questionnaire, a request for additional information about your Form 990, or an audit notice, your organization needs someone who will advocate for your interests and ensure minimal hassle. I can help.
When big changes come for your organization, the process can be confusing and stressful for your organization and the board. I can help with:
Not everyone focuses exclusively on nonprofits, and sometimes quick advice from an experienced attorney can help you and your client save time and money. Or maybe your firm is just overwhelmed and contracting with me can help relieve the pressure on your team.
I am not afraid of complexity and I have worked on many high-level issues for tax exempt clients, including:
I aim to support the relationship between you and your client and assist you in meeting the goals and objectives of your client.