The Internal Revenue Code recognizes a variety of tax-exempt organizations, each of which has its own advantages and limitations. We regularly advise our clients and assist them in determining the best structure available to meet their goals and objectives. Our advice in this area includes:

  • Filing for tax-exempt status with the IRS (Form 1023)
  • Creation of the underlying tax-exempt entity, typically a corporation or a trust
  • Preparation of the exempt organization’s governance documents
  • Annual Federal and state tax returns