Members of Holland & Knight's Nonprofit and Tax-Exempt Organizations Team provide clients with comprehensive legal representation in matters exclusive to public charities, private foundations, social welfare organizations, trade associations and other similar organizations, including lobbying rules, excise taxes, intermediate sanctions and unrelated business taxable income. Our team also provides counsel on issues common to all business entities, including employment law, real estate leasing and intellectual property issues. We are dedicated to helping ensure that your organization complies with all necessary laws and guidelines, and that it is run in an efficient and effective manner, consistent with best practices, to successfully accomplish your organization's mission.
Tax-Exempt Organization Comprehensive Legal Audit: Part 1
We conduct thorough organizational and operational reviews and audits, focusing on the following:
the wide variety of circumstances in which tax-exempt organizations operate and the complexity of the
environment, please consult our legal advisors about how Holland & Knight may be able to help achieve your goals.
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NONPROFIT AND TAX-EXEMPT ORGANIZATIONS
Mission
Purpose Governing Documents (Corporation/Trust) Governance: Boards and Committees Financial Accountability Contributions* Are the Committees Meeting the Group's Needs? Review of Strategic Plan Review of Mission Statement Trust or Articles of Incorporation: Do they comply? Periodic Review: What Can We Improve? Bylaws: How Can We Make Them Stronger? Meetings: Are They Effective? Review of Business Plan Meeting Materials Board and Staff Development Investment and Spending Policies Internal and External Accounting Practices Transparency Charitable Solicitation Requirements Compliance with Federal and State Laws Tax Exemptions and Issues IRS Filings and Advance Approvals Diversity Considerations *Along with addressing various contribution issues including public support tests, disqualified persons, gift agreements and restricted funds, Holland & Knight also provides a proactive approach to collection of matured bequests on behalf of your organization. This service may result in accelerated distributions, increased annual revenue and elimination of in-house administrative burdens, as well as produce second-generation prospects. Ask us about the Holland & Knight Bequest Revenue Program.
regulatory
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Nicole Elliott Partner | Washington, D.C.
202.469.5144
nicole.elliott@hklaw.com
Kenneth Parsons Partner | Washington, D.C. 202.469.5231 ken.parsons@hklaw.com
Kelly Hellmuth
Partner | Jacksonville 904.798.7296 kelly.hellmuth@hklaw.com
Rachel Provencher Associate | Washington, D.C. 202.469.5268
rachel.provencher@hklaw.com
Contact Us Jason Havens Partner Jacksonville | 904.798.5489 Tallahassee | 850.425.5655 jason.havens@hklaw.com
Rosenberg Partner | Dallas 214.969.1508
David
david.rosenberg@hklaw.com
Peter Blumeyer Associate | Jacksonville 904.798.7228
Organization Comprehensive Legal Audit: Part 2 Director Liability Employment and Volunteer Issues Operations Overview Internet Activities Fiduciary Duties of Directors/Trustees Human Resources Policies and Procedures Social Media Online Solicitation Cybersecurity Grant-making and Programs Intellectual Property Compensation Ethical Issues: Conflicts of Interest and Confidentiality Policies and Procedures Ethical Standards Accountability Assessment of Structures Insurance: Are You Protected? Employment Agreements Volunteer Policy Copyright © 2024 Holland & Knight LLP All Rights Reserved Cara Santoro Associate Boston | 617.573.5825 Stamford | 203.905.4767 cara.santoro@hklaw.com
peter.blumeyer@hklaw.com Tax-Exempt
