NONPROFIT AND TAX-EXEMPT ORGANIZATIONS
Members of Holland & Knight's Nonprofit and Tax-Exempt Organizations Team provide clients with comprehensive legal representation, ranging from matters exclusive to tax-exempt organizations, such as excise taxes, intermediate sanctions and unrelated business taxable income, to those common to all business entities, including employment law, real estate leasing and intellectual property issues. We are dedicated to helping ensure that your organization complies with all necessary laws and guidelines, and that it is run in an efficient and effective manner, consistent with nonprofit best practices, to successfully accomplish your organizationâ€™s mission.
Exempt Organization Comprehensive Legal Audit: Part 1 We conduct thorough organizational and operational reviews and audits, focusing on the following:
Mission and Purpose
Governing Documents (Corporation/Trust)
Governance: Boards and Committees
Compliance with Federal and State Laws
Review of Mission Statement
Trust or Articles of Incorporation: Do they comply?
Tax Exemptions and Issues
Investment and Spending Policies
Review of Business Plan
Bylaws: How Can We Make Them Stronger?
Board and Staff Development
IRS Filings and Advance Approvals
Internal and External Accounting Practices
Review of Strategic Plan
Meetings: Are They Effective?
Charitable Solicitation Requirements
Periodic Review: What Can We Improve?
Are the Committees Meeting the Group's Needs?
Several members of our team were directly involved in drafting the federal tax regulations applicable to tax-exempt organizations. *Along with addressing various contribution issues including public support tests, disqualified persons, gift agreements and restricted funds, Holland & Knight also provides a proactive approach to collection of matured bequests on behalf of your organization. This service may result in accelerated distributions, increased annual revenue and elimination of in-house administrative burdens, as well as produce second-generation prospects. Ask us about the Holland & Knight Bequest Revenue Program.
Exempt Organization Comprehensive Legal Audit: Part 2
Ethical Issues: Conflicts of Interest and Confidentiality
Employment and Volunteer Issues
Fiduciary Duties of Directors/Trustees
Policies and Procedures
Human Resources Policies and Procedures
Grant-making and Programs
Assessment of Structures
Insurance: Are You Protected?
Because of the wide variety of circumstances in which nonprofit organizations operate and the complexity of the nonprofit regulatory environment, please consult our legal advisors about how Holland & Knight may be able to help achieve your goals.
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