Exempt Organizations

We represent numerous tax exempt, charitable health care providers and foundations, providing guidance in all areas of state and federal tax-exempt compliance. Such services include obtaining approvals and preparing documentation required by the Charities Bureau of the New York State Attorney General’s Office, obtaining tax-exempt determination letters from the Exempt Organizations unit of the Internal Revenue Service and counseling involving compliance with all applicable IRS requirements, including questions relating to Form 990 and Excess Benefit Transactions.