Exempt Organizations

Bourland, Wall & Wenzel, P.C. represents tax-exempt organizations on a broad spectrum of issues. The firm has significant experience representing tax-exempt entities including public charities, private foundations, social welfare organizations, professional associations, social clubs, homeowners’ associations and other 501(c) organizations. The firm also has particular expertise in representation of religious organizations. Our attorneys are recognized as experts in exempt organization issues and speak regularly on topics related to tax-exempt organizations. The firm provides a multidisciplinary approach to representing tax-exempt entities, involving attorneys throughout the firm to advise on areas of specialization (such as real estate law or commercial litigation) in conjunction with attorneys having specialized knowledge of the uniqueness of the tax-exempt sector. In addition, the firm offers services specific to tax-exempt entities including, but not limited to, the following:

Formation and Tax-Exempt Status
Governance and Fiduciary Duties
Public Charities
Private Foundations
Religious Organizations
Other Exempt Organizations
Responsible Investing
Best Practices and Written Policies
Intellectual Property
Grantmaking (including exercising expenditure responsibility)
Employment Issues
Regulatory Compliance
Circular 230 Opinions, Private Letter Rulings and Written Guidance
Dissolution, Division or Consolidation
Annual Information Returns
Unrelated Business Income Tax Issues
Registration for Charitable Solicitation
Fundraising Issues
Planned Giving and Donor Relations
Community Foundations (including Donor-Advised Funds and Endowed Funds)
International Charitable Transactions
Attorney General Investigations