Non-Profit and Tax Exempt Organizations

Myers, Brier & Kelly, LLP represents a wide variety of Non-Profit, Charitable and Tax-Exempt Entities in organizational and operational matters, including:

  • Tax-Exempt Entity Formation, Reorganization and Restructuring
  • Obtaining and Maintaining Federal, State and Local Tax-Exempt Status
  • Governance, Organizational and Best Practices Matters
  • Representation before the IRS, the Pennsylvania Bureau of Charitable Organizations, the Pennsylvania Attorney General and federal, state and local regulatory bodies
  • Intermediate Sanctions, Private Inurement, and Unrelated Business Income Tax Issues
  • Institutions of Purely Public Charity Designations
  • Non-Profit to For-Profit Conversions
  • Planned Giving Program Design and Administration
  • Coordination of Criminal, Regulatory, and Administrative Investigations
  • We advise Non-Profit clients on a number of issues such as maintaining tax-exempt status, structuring executive compensation, and minimizing the risk of prohibited transactions between the entity and its directors and officers. Our clients include a diverse group of tax-exempt entities including private foundations, universities, private schools, health care systems, business leagues, community service and social welfare organizations, and social clubs. We routinely counsel charitable organizations concerning the frequent changes in the tax and regulatory environments applicable to their activities.