Sample Projects

I continue to be fortunate to work with great clients on fascinating issues and transactions.   The following is a small list of just some of the most interesting ones:

  • Negotiating a grant to help refugees
  • Identifying alternative holding structures for a nonprofit’s United States real property
  • Helping a city-created nonprofit bring arts and parks infrastructure to a Texas town
  • Commenting on Treasury’s proposed regulations for Type III supporting organizations
  • Drafting key legal documents related to an international charity’s restructuring
  • Devising a compliant lobbying strategy for a public charity’s fight against discrimination
  • Advising on executive compensation
  • Structuring corporate-sponsorship and cause-related marketing arrangements
  • Assisting several nonprofits with their governance structures after removal of a founder or executive director
  • Securing federal income tax exemption on an expedited basis for several charities, including several serving hurricane victims
  • Representing an arts organization in an IRS audit, which accepted the organization’s effective tax administration offer-in-compromise and waived both penalties and interest
  • Negotiating a multi-million dollar management agreement for a large academic medical center to ensure compliance with private use rules for tax-exempt bonds
  • Securing federal income tax exemption for a state-related private equity fund dedicated to improving conditions in its state
  • Assisting a juvenile justice organization with identifying creative ways to structure training outlets for its clients
  • Forming public-private joint ventures in the health care, education and housing arenas

Please note that this list is just a sample of matters from the hundreds of clients with which I have worked.  There is no guarantee that the outcomes achieved in prior projects will be duplicated.