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About Nonprofit and Tax Exemption

The firm’s nonprofit and tax exemption team works with a variety of nonprofit organizations including: hospitals, educational organizations, social service agencies, public and private foundations, civic and social clubs, and associations in areas of nonprofit corporate law and governance, as well as relevant Federal and state tax exemption issues.

Our nonprofit corporate work includes:

  • article and bylaw drafting
  • community benefit reporting 
  • governance structure 
  • planning and implementation of multi-corporate structures 
  • director and management education on non-profit governance, including application of Sarbanes-Oxley 
  • director duties and conflicts of interest

Our tax services include:

  • preparation of Federal tax exemption applications 
  • state sales and property tax exemption applications 
  • Form 990 and 990-T preparation and review 
  • unrelated business income reporting and planning 
  • IRS and Wisconsin sales tax audits 
  • property tax exemption requests and appeals 
  • private letter ruling requests 
  • political and lobbying limitations 
  • public disclosure

We also have extensive experience in negotiating and structuring joint ventures with other exempt or taxable entities and the use of taxable subsidiaries, or disregarded entities in the tax exemption context.