Tax-Exempt Solutions PLLC is not your typical law firm. The firm is totally dedicated to the needs of non-profit organizations and social entrepreneurs. You shouldn’t be paying for attorneys who dabble in non-profit law. Your mission deserves the highest quality legal representation without exorbitant rates. That is what Tax-Exempt Solutions PLLC delivers. Every time.
The firm handles a wide range of legal issues, at all stages of an organization’s development, including:
We can help you choose the best business structure for your mission (including alternative forms such as Benefit Corporations, Social Purpose Corporations, and L3Cs), draft your governing documents and obtain the necessary certifications under state law. Once your organization is formed, we can guide you through the process of obtaining tax-exempt status under federal and state law. While you are awaiting confirmation of your tax-exempt status, we can assist with fiscal sponsorship arrangements so that you can begin serving your mission without delay.
We can help you comply with federal and state tax rules applicable to tax-exempt organizations (including rules governing compensation of officers and board members), and advise you regarding the preparation of the annual Form 990. We can also identify activities that are outside of the scope of your tax-exempt purpose to minimize unrelated business income tax and help to ensure that you do not lose your tax exemption. If the IRS disputes your tax-exempt status or seeks payment of additional taxes, we can represent you throughout the process, advocating on your behalf, ensuring that the IRS complies with procedural rules, and negotiating abatement of any penalties.
Private foundations are subject to requirements that are far more stringent and complex than those applicable to other types of 501(c)(3) organizations. We are well versed in these requirements, and can help you navigate the self-dealing rules, restrictions on lobbying and political activity, requirements regarding investments and required distributions, reporting requirements and other restrictions on your grant-making activities, to ensure that your foundation avoids excise taxes and maintains its tax-exempt status.
Lobbying and Political Activity
We can guide you through the complex rules relating to direct lobbying, grassroots advocacy programs, and political campaign activity. We can help you understand which activities do, and do not, constitute lobbying or political activities, to ensure that you comply with the rules governing your tax exemption and accurately report your non-deductible contributions.
Legal Risk Assessment
We believe that both the client and the attorney are better off when areas of legal risk are addressed before they become costly emergencies. We can perform a legal risk assessment for your organization, reviewing your corporate records, policies and procedures, employee handbook, insurance and business contracts, and other relevant documents to identify the areas of highest risk of legal or tax liability. We can then formulate a practical and workable plan to fix these areas, helping your organization function more safely and productively.
National, Chapter, and Affiliate Relationships
If your organization wishes to establish local chapters or affiliates, we can draft chapter affiliation agreements, policies, and model documents to lower the risk of liability or damage to your organization’s reputation, and put together a group exemption application or assist your affiliates in obtaining tax-exempt status on their own. We can also help with any issues that arise during the course of the national and local relationship.
Training Workshops and Public Speaking
Benjamin Takis is an experienced public speaker and frequently presents training workshops on a variety of legal issues affecting nonprofit organizations of all types and sizes. Ben has developed workshops on topics including fee-for-service revenue, tax compliance, fiduciary duties, corporate policies and best practices, reporting requirements, social entrepreneurship, contract drafting and negotiation, and more, and would be happy to develop customized workshops as needed by your organization to assist with training Board members, staff, and local chapters and affiliates.