Practice Areas
Protecting Assets During Your Lifetime. Preserving Them For Future Generations.

Charitable and Exempt Organizations

We counsel charitable entities including corporations, charitable trusts and private foundations with respect to formation and ongoing administration/maintenance requirements.

Our charitable and exempt organization services include:

  • Choice of entity and entity formation and registration with applicable authorities
  • Applications for tax-exempt status (Form 1023)
  • Annual maintenance including annual reports, minutes of meetings and preparation/coordination of state and federal tax filings