TAX EXEMPT ORGANIZATIONS
When creating and operating a Nonprofit
Organization Foundations or Tax Exempt Organizations,
the client needs the advice and counsel of lawyers
fully experienced in IRS regulations and the state
and federal regulations that govern the operations
of Tax Exempt Organizations. If you are forming or
managing a Tax Exempt Organization, you know how complex
the laws can be and the importance of following the
law in order to obtain and maintain tax-exempt status.
Coulter & Associates counsels private, family and
corporate foundations and public charities. We also
advise donors to exempt organizations, draft gift
agreements for both organizations and for individual
donors and increasingly work on international philanthropic
matters. This practice involves a full range of services
including advice about the regulation of tax-exempt
organizations by state and federal authorities, filing
for and obtaining exempt status from the Internal
Revenue Service, the treatment of unrelated business
taxable income, director and officer liability issues,
corporate governance issues, and all aspects of organization
and operation. The firm also advises clients on the
creation, organization and funding of private family
foundations, support organizations and the use of
public charities and charitable contributions to accomplish
specific client goals. In addition, charitable remainder
and charitable lead trusts are used to achieve clients'
charitable and tax goals.
Coulter & Associates has extensive experience in
representing Tax Exempt Organizations including charitable
organizations, business and industry organizations,
schools, hospitals, museums and private foundations.
Tax Exempt Organizations are subject to unique tax
and regulatory requirements that require experienced
tax counsel. In addition to providing tax and regulatory
advice, we frequently serve as general counsel to
these Tax Exempt Organizations, advising them on contractual
matters, governance, mergers, acquisitions and affiliations,
employment matters, governmental regulation, while
keeping in mind the unique requirements applicable
to maintaining tax-exempt status and the special rules
with which they must comply.
Tax Issues
and Litigation
Organizations Advised
Formation of Nonprofit Organizations
Nonprofit Issues, Audit and Analysis
Technical Assistance, Services
and Corporate Governance
Continuing Association and
Assistance for Nonprofit Organizations
Estate Administration and
Business Coordination Issues
Charitable Solicitation
Charitable Contributions,
Trust and Planned Giving
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