Non-Profit/Charitable Foundations Representative Matters
- Successfully challenged a ruling denying ad valorem tax exemption, thus securing rights for Oklahoma nonprofit organizations.
- Formed and represented more than forty 501(c)(3) nonprofit organizations.
- Formed non-profit entities and charitable trusts, both in Oklahoma and other states.
- Obtained recognition of exemption under the Internal Revenue Code, and exemption from state and local ad valorem and sales/use taxes .
- Maintains exempt status for both public charities and private foundations, including analysis of tax issues arising from activities or involvement with other non-profit and for-profit organizations.
- Advise organizations concerning governance, duties, conflicts of interest and other policies important to the maintenance of tax-exempt status.
- Represent clients in matters involving contract issues and employment issues.
