Tax Exempt Organizations & Charitable Planning

FizerBeck has a highly-regarded and extensive nonprofit and tax exempt organizations practice, in which we assist clients in creating private foundations and public charities, render tax advice on the operation of tax exempt organizations and plan all forms of present and deferred charitable gifts. In this area, we are frequently called upon to obtain private letter rulings from the IRS, and represent tax exempt organizations before the IRS.

In this practice area, we advise directors and trustees as to their rights, powers and duties, and in general, work with nonprofit and tax exempt organizations in all phases of their operations and administrative compliance. Clients range from individuals seeking to establish their own charitable organization to established national charities seeking fundraising, fiduciary and/or other legal advice. Our practice in this area includes advising with respect to and/or preparing:

  • Nonprofit corporations
  • Public charities
  • Private foundations
  • Charitable trusts
  • Charitable remainder trusts (CRUTs)
  • Charitable lead trusts (CLATs)
  • Judicial modification of charitable trusts

Practice Attorneys