Tax Exempt Organizations Practice Capabilities

Kalbian Hagerty LLP provides a full range of legal services to tax-exempt organizations of all sizes.

Formation
For clients interested in forming a tax-exempt organization, we offer services such as the following:

• Counseling on what tax-exempt status to seek in light of a client's intended purposes and activities
• Applying for and securing tax-exempt status
• Preparing and filing corporate charters (articles of incorporation)
• Preparing and amending bylaws and ancillary corporate documents

Maintaining Exempt Status
We assist our tax-exempt clients with general nonprofit corporate governance matters, including the following:

• Conducting compensation reviews in compliance with the "intermediate sanctions" regulations
• Establishing and implementing conflicts of interest policies
• Advising on unrelated business income issues
• Advising on private inurement and potential private benefit transactions
• Advising on the tax implications of various programs such as insurance, advertising, and establishing for-profit subsidiaries
• Counseling on the tax and other legal consequences of various lobbying programs and on the procedures for establishing and maintaining political action committees.

Fundraising
We support our clients' fundraising activities with a variety of services:

• Negotiating donations of real property and conservation easements
• Advising on planned giving matters and charitable gift annuities
• Advising on compliance with IRS gift substantiation requirements
• Preparing of licensing agreements for the protection of intellectual property rights

Transactions
We assist our clients in a broad range of commercial transactions, including:

• Leasing and purchasing real property
• Secured financings and establishing lines of credit
• Preparing, reviewing and negotiating contracts for services and equipment
• Reviewing and negotiating hotel, convention center and exhibitor contracts and royalty and publication agreements

Employment Law
We counsel our clients on a variety of employee-related matters, such as:

• Employment contracts and deferred compensation agreements for salaried executives
• Employment standards and discrimination questions for hourly employees

Litigation
Finally, our lawyers engage in extensive litigation on behalf of exempt organization clients before administrative agencies and in federal and state courts around the country.

For more information, please contact Simon Sidamon-Eristoff or Mark B. Sandground, Jr.