Tax-Exempt Status and Compliance

We work to understand your organization and its unique circumstances so we can assist you in getting, and keeping, your valuable tax-exempt status.

• Application, qualification and ongoing compliance with tax-exempt status under 501(c)(3) and other exemption categories
• Public charity classification, reclassification and reinstatement
• Public support test computation and evaluation under 509(a)(1) and 509(a)(2)
• Regulation of private foundations and alternatives, such donor-advised funds and supporting organizations
• Termination of private foundation status
• Regulation of charities and foundations under the Pension Protection Act of 2006
• Unrelated business income tax (UBIT)
• Private inurement and private benefit analysis
• Related-party transactions and the self-dealing and excess benefit transaction (or intermediate sanctions) rules
• Public policy development, advocacy, lobbying, and political activities