Schlossberg, LLC  Practice Areas

Non-Profit

Our firm represents businesses and individuals with the formation, operation and tax compliance of not-for-profit organizations, including public charities, supporting organizations, private foundations and non-charitable tax exempt organizations. We advise clients on all issues relating to the operation of a not-for-profit organization including director liability, obtaining tax-exempt status from the IRS, state law compliance, corporate governance and contract matters. Our business expertise enables us to provide assistance for non-profits in the business arena as well. Our services for non-profits include:

  1. Formation (preparing all organizational documents, e.g. articles of incorporation, bylaws, trusts)
  2. Obtaining IRS Recognition of Tax-Exempt Status
  3. Advice as to IRS Form 990 (Annual Tax Information Return)
  4. State Regulatory Compliance
  5. Charitable Solicitation Registrations
  6. Scholarship Funding
  7. Tax Advice
  8. Representation in IRS Audits and Tax Controversies, Including In Tax Court
  9. Charitable Giving Generally (Both Lifetime and Testamentary)
  10. Planned Giving (including Charitable Remainder Trusts and Charitable Gift Annuities)
  11. Conflicts of Interest Policies and Interpretation
  12. Legal Opinions in Connection with Audits
  13. Executive Compensation Planning
  14. Intellectual Property Protection (Copyrights and Trademarks)
  15. Employee Matters
  16. All Other Business Matters as Pertaining to Non-Profits