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Tax-Exempt Organizations and Finance

V&E's Tax-Exempt Organizations and Finance practice group counsels clients regarding all tax issues associated with forming, expanding, operating, and winding-up tax-exempt organizations. The group's lawyers have experience securing federal, state and local tax exemptions for a wide variety of religious, charitable, educational, and other organizations. They also have helped existing tax-exempt organizations achieve integration, expansion, and operating goals through unique joint venture arrangements with tax-exempt and taxable organizations. Our lawyers have reached favorable settlements of exemption-related issues and contested matters with local, state, and federal administrative bodies, and have assisted existing organizations in their efforts to retain exempt status while renewing or altering their purposes. Our lawyers are also regularly involved in structuring a wide variety of tax-exempt bond issues.

Representing issuers, underwriters, and borrowers, V&E lawyers provide guidance concerning the future tax requirements for governmental financing and have participated in billions of dollars of financings for roads, schools, hospitals, stadiums, museums, performing arts facilities, ports, airports, and numerous other public facilities. In addition, we advise private foundations and other exempt organizations regarding unrelated business taxable income, intermediate sanctions and other excise taxes, as well as various federal, state, and local compliance matters. The group represents on an ongoing basis several of the largest exempt hospitals, educational institutions, and private foundations in the nation.



Prior results do not guarantee a similar outcome.

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