Nonprofit & Tax-Exempt Organizations

We help establish new business entity, including selecting the appropriate tax structure such as a C corporation, S corporation, limited liability company (LLC), partnership or disregarded entity. We also provide ongoing tax advice on operational and management issues, including structuring litigation settlements.

We have extensive experience in estate tax disputes and planning. We work on all aspects of estate, gift, and generation-skipping transfer taxes. We also handle income tax matters for estates and trusts.

We provide ongoing tax advice on operational and management issues, including structuring litigation settlements. We assist clients with tax audits. Where appropriate, we assist our clients with Offers in Compromise, penalty abatements and claims for refunds.

We work with closely-held businesses and charitable entities in developing and implementing mergers and acquisition structures in tax-efficient and tax-free manners. We work with our clients to develop these transactions to provide the best tax results at the time of the transaction and on an on-going basis.

We work with non-profit organizations to plan their unique tax issues. We help to form charitable entities. We prepare numerous applications for federal tax exemptions and Ohio real property tax exemptions. We also advise these clients about tax pitfalls, such as unrelated business income tax, and their distinctive tax-reporting requirements.

Our attorneys have significant experience in representing – and defending – taxpayers in real property tax matters. We represent our clients in front of County Auditors, Boards of Revision, Ohio Board of Tax Appeals, and the Ohio Supreme Court. We also assist our clients to resolve these disputes at mediation conferences.

Ohio tax law is constantly changing. We work with our clients to stay up to date on those changes, including the Ohio commercial activity tax (CAT). We work to address tax nexus issues to limit tax exposures to certain tax jurisdictions.

We represent clients in tax audits, assessments and appeals, and tax litigation. We represent our clients before the Internal Revenue Service, Ohio Department of Taxation, and local municipalities. We handle cases at the Ohio Board of Tax Appeals, Ohio Supreme Court, and United States Tax Court.