skip to main content
Overview
Toggle Button Open

Krieg DeVault lawyers understand the legal, organizational and governance challenges that increased regulatory attention has created for nonprofit and tax-exempt organizations. Having served nonprofit organizations as in-house general counsel, senior executive officers, and governing board members and trustees, we have a practical understanding of nonprofit operations that enables us to effectively represent clients before state and federal taxing authorities and regulatory bodies. Hospital and health organizations, public charities, supporting organizations, educational institutions, churches, government entities, and special purpose tax-exempt organizations all seek our help on tax compliance and planning, governance issues, and transactional needs (including acquisition and operation of for-profit entities). We also represent many private foundations and charitable trusts, making sure that their organization and structure meet all Internal Revenue Code requirements for tax-exempt status while accomplishing their specific purposes and objectives. Our goal is to help nonprofit and tax-exempt organizations plan and achieve their financial objectives while maximizing their tax advantages.

Formation of nonprofit organizations
Application for tax-exempt status
Formation of private and operating foundations
Governance and compliance issues, including advising on conflict of interest policies, code of ethics reviews, whistleblower policies, investment and budget procedures, and mission reviews
Structuring joint ventures with for-profit partners
Property tax exemption applications and challenges
Charitable gaming issues
Unrelated Business Income Tax (UBIT) issues
Fundraising compliance
Excess nonprofit transaction compliance
Annual capital and deferred giving program development
General counsel services
Trade association formation and counseling
Tax-exempt financings
Government affairs and legislative services
Representation before state agencies
Employee benefits and executive compensation strategies
Employment law counseling
Intellectual property and technology law strategies
Real estate transactions and issues
Litigation, including mediation, arbitration, and other dispute resolution strategies
Health care law counseling
Creditors’ rights and bankruptcy law counseling

Krieg DeVault lawyers understand the legal, organizational and governance challenges that increased regulatory attention has created for nonprofit and tax-exempt organizations. Having served nonprofit organizations as in-house general counsel, senior executive officers, and governing board members and trustees, we have a practical understanding of nonprofit operations that enables us to effectively represent clients before state and federal taxing authorities and regulatory bodies. Hospital and health organizations, public charities, supporting organizations, educational institutions, churches, government entities, and special purpose tax-exempt organizations all seek our help on tax compliance and planning, governance issues, and transactional needs (including acquisition and operation of for-profit entities). We also represent many private foundations and charitable trusts, making sure that their organization and structure meet all Internal Revenue Code requirements for tax-exempt status while accomplishing their specific purposes and objectives. Our goal is to help nonprofit and tax-exempt organizations plan and achieve their financial objectives while maximizing their tax advantages.

Focus Areas

Formation of nonprofit organizations
Application for tax-exempt status
Formation of private and operating foundations
Governance and compliance issues, including advising on conflict of interest policies, code of ethics reviews, whistleblower policies, investment and budget procedures, and mission reviews
Structuring joint ventures with for-profit partners
Property tax exemption applications and challenges
Charitable gaming issues
Unrelated Business Income Tax (UBIT) issues
Fundraising compliance
Excess nonprofit transaction compliance
Annual capital and deferred giving program development
General counsel services
Trade association formation and counseling
Tax-exempt financings
Government affairs and legislative services
Representation before state agencies
Employee benefits and executive compensation strategies
Employment law counseling
Intellectual property and technology law strategies
Real estate transactions and issues
Litigation, including mediation, arbitration, and other dispute resolution strategies
Health care law counseling
Creditors’ rights and bankruptcy law counseling