Myers, Brier, & Kelly – Attorneys at Law

Joseph E. Lundy // Partner

Joe is a partner with Myers, Brier & Kelly, LLP. Prior to joining Myers, Brier & Kelly, Joe was a founding partner of Lundy & Flynn LLP, a partnership devoted to the legal representation of nonprofit organizations. The firm provides services in the areas of corporate law and governance, charitable trusts, federal, state and local tax matters, fiduciary duties, charitable fund raising and related matters. Joe was a Principal in the Washington, DC; New York; and, Philadelphia offices of PricewaterhouseCoopers until leaving to form his own law firm in July of 2004 and while at PricewaterhouseCoopers served as a leader in the firm’s Washington National Tax Services (WNTS) healthcare, higher education, private foundation and other exempt organization (EO) tax practice. In that role, Joe was charged with the responsibility of providing innovative and proactive solutions regarding laws and regulatory matters applicable to exempt organizations.

Experience

Joe has developed a national reputation as an expert in the area of matters involving exempt organizations. To this practice, Joe brings over 40 years of experience as a tax attorney and business advisor, focusing on exempt organizations. He has direct hands-on experience in advising healthcare systems, universities, colleges, foundations and other nationally prominent charities throughout the country regarding IRS audits, mergers and acquisitions, restructuring, tax-exempt financing, unrelated business income, physician practice arrangements as well as fundraising and general compliance matters. Prior to founding Lundy & Flynn LLP, Joe was a principal of the international accounting and consulting firm, PricewaterhouseCoopers LLP, and before that he was a Partner of the Philadelphia based law firm, Ballard Spahr Andrews & Ingersoll, LLP.

Education

B.S., University of Pennsylvania Wharton School of Business
J.D., Temple University School of Law
LL.M. (Taxation), New York University School of Law

Bar Admissions

Pennsylvania and Florida

Professional Affiliations

Member, Philadelphia, Pennsylvania and Florida Bar Associations
Fellow, American College of Tax Counsel
Adjunct Professor of Law, Temple University School of Law
Co-editor-In-Chief, Taxation of Exempts
Past Chair, ABA Tax Section Exempt Organization Committee
Past Chair, Philadelphia Bar Association Tax Section
Founder and Past Chair, Philadelphia Tax Conference
Past Chair, Wharton School Tax Conference
Past Chair, Penn State Tax Conference
Past Chair, Faulkner & Gray Exempt Organizations Tax Conference
Special Advisor, Washington Non-Profit Legal & Tax Conference (1985-1992)

Organizational Affiliations

Board of Overseers, University of Pennsylvania Museum of Archeology & Anthropology
(Chair: Loren Eiseley Society)
Board of Directors, Lower Merion Conservancy
Board of Advisors, Philadelphia Society for the Preservation of Landmarks
Board of Directors, Riddle Village
Member, Wealth Advisory Board of Bryn Mawr Trust Company

Joseph E. Lundy

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