Overview

Co-Practice Leader

P: 619.699.2459
F: 619.645.5348
  • V-Card

Co-Practice 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. Our 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.