4000 Eagle Point Corporate Drive Birmingham, AL 35242.
(205) 967-0901
Elder Law Certified Lawyer | Estate Plan and Tax Plan | Business Law

Tax-Exempt Organizations

Individual & Business Tax Exempt Lawyers Firm in Birmingham, AL

Tax-Exempt Organizations

Our lawyers represent individuals, businesses, trusts, hospitals, educational organizations, traditional charities and churches in the following areas:

  • Creation and maintenance of private foundations; and qualifications to obtain or maintain tax-exempt status.
  • Advise on charitable giving and research and information on private foundations, and charities.
  • Structure charitable giving from CRUTS, GRATS, to Charitable Remainder Trusts and direct gifts.
  • Review and develop charitable entity and qualify for tax exempt status as a 501(c)(3) entity, and maintain compliance with IRS regulations.
  • Advise on excise tax issues on foundation income.
  • Advise on charitable organization qualifications with reviewing agencies such as Better Business Bureau.
  • Advise on maintenance of the trademark, service mark and other protected rights of charities and their permitted use in trade and fund development agreements.
  • Serve on boards of national and local charitable organizations.
  • Provide governance advice to boards and committees of charitable organizations and foundations.

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