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
governance structure
planning and implementation of multi-corporate structures
director and management education on non-profit governance
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 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 taxable subsidiaries, or disregarded entities in the tax exemption context.
