Our not-for-profit clients include complex health systems, religious organizations, advocacy groups, political organizations, social service organizations, schools, publishers, cemeteries and private foundations. We provide them with sophisticated legal services on issues specifically relating to their tax-exempt status. Our representations include:

• Restructuring complex not-for-profit systems to achieve tax and operating efficiency and regulatory compliance.
• Counseling on joint ventures and mergers.
• Creating and implementing compliance programs and best practices.
• Obtaining tax exempt status for a wide range of exempt purposes.
• Representing clients in obtaining tax exempt financing, including tax exempt bonds and government guaranteed loans.
• Counseling organizations subject to specific laws and regulations, including religious corporations, cemeteries and Mitchell-Lama housing facilities.
• Structuring compensation and deferred compensation arrangements, including the use of Rabbi Trusts and compliance with IRS intermediate sanction rules.
• Obtaining property tax exemptions.
• Obtaining required court and New York State Attorney General’s Office consent for the sale of assets, and mergers and dissolutions of not-for-profit organizations.
• Advocating for not-for-profit organizations that are being investigated by the New York State Attorney General’s Office.