Tax-Exempt Organizations

Latham’s Tax-Exempt Organizations Practice lawyers counsel nonprofit and tax-exempt clients on a range of tax issues and provide practical advice on a variety of operating and general business issues.

The lawyers in Latham’s Tax-Exempt Organizations Practice have years of experience representing nonprofit and charitable organizations, their financing partners — including investment banks, commercial banks and private equity funds — and philanthropists. The firm has particular expertise in working with tax-exempt universities and other educational institutions, scientific research and healthcare organizations, museums, Native American tribes and the organizers of nonprofit sporting events.

Comprehensive Expertise

Tax-exempt clients come to Latham for assistance with

  • Investment and deployment of endowments
  • Operating and general business issues relevant to the tax-exempt community
  • Tax-exempt financing and fundraising 
  • Unrelated business income taxation
  • US federal and state tax exemption

The firm represents charities and donors in structuring and documenting sophisticated charitable giving arrangements and tax compliance aspects of complex investments and financial transactions. The group represents clients in audits by the US Internal Revenue Service, state and local tax authorities, and US and State Attorneys General. Latham’s Tax-Exempt Organizations Practice also frequently assists clients in the formation of new tax-exempt entities, including private foundations and publicly supported charities.

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