Overview

Practice Co-Leader

P: 619.699.2459
F: 619.645.5348
  • V-Card

Practice Co-Leader

Carol K. Kao
Partner
P: 619.699.2540
F: 619.645.5387
  • V-Card

Tax-exempt and other nonprofit organizations and charitable trusts rely on our experience in tax-exempt planning and compliance. Clients include large and small family and corporate private foundations, support foundations, operating foundations, public charities, charitable trusts, endowment trusts and other tax-exempt and nonprofit corporations and associations. They call on us for services and issues that include:

  • application for and maintenance of tax-exempt status
  • private inurement and private benefit analysis
  • self-dealing and intermediate sanctions issues
  • tax reporting and disclosure requirements
  • investment guidelines
  • director and trustee liability concerns
  • preparation of corporate and trust minutes and records