Tax Exempt & Not-For-Profit Organizations

Non-profit and tax exempt organizations have unique concerns and unique legal needs that are different from for-profit businesses. From available employee retirement plans and compensation arrangements to permissible joint venture arrangements, exempt organizations operate in a regulatory and legal world with special concerns and problems.

Axley tax exempt organization attorneys have the expertise and experience to understand these unique concerns and offer sound advice and guidance to assist exempt organizations in tax and regulatory compliance and in accomplishing their goals. We have represented health care organizations, churches, cooperatives, social clubs, government entities, trade associations, retirement homes and numerous other charitable and non-charitable exempt organizations.

Our services and areas of expertise include:
  • Condominium and neighborhood associations
  • Cooperatives
  • Corporate governance and membership issues
  • Elderly housing developments
  • Employee compensation and retirement and welfare benefit plans
  • Low income housing organizations
  • Organization and qualification of exempt entities before the IRS and state regulatory and tax authorities
  • Private foundations, supporting organizations and all forms of charitable trusts
  • Real estate tax exemption proceedings
  • Sales tax exemptions and disputes
  • Unrelated business income tax planning and audits

Client Successes

Some of our past experience in the field.
Annual Property Exemptions in Excess of $500,000
Represented numerous non-profit benevolent low-income housing organizations in court and successfully obtained annual property exemptions in excess of $500,000
Portfolio Acquisition / Finance / Rehabilitation
Represented a non-profit affordable housing client in the acquisition, finance and rehabilitation of a 1,077 unit Section 8 portfolio consisting of projects located in 21 communities across Wisconsin by utilizing 4% low income housing tax credits and $41.5 million of bond financing
Resolution of Multimillion-Dollar Tax Claim
Negotiated resolution of a multimillion-dollar unrelated business income tax claim on behalf of a tax-exempt client

Featured Insights

View some publications relating to Tax Exempt & Not-For-Profit Organizations
Article

Should Charities Adopt Written Policies in Response to the New Form 990?

Charities filing the new Form 990 for 2008 will be required to respond to three or four questions regarding whether...
Article

The New Form 990 Requires Exempt Organizations to Provide More Information to the IRS

Form 990 is the basic income tax return required to be filed by tax exempt organizations. The form has been...

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Do you have Tax Exempt & Not-For-Profit Organizations questions? We can help!

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