As part of our commitment to public service, Schneiders & Associates, L.L.P. serves tax-exempt organizations and foundations throughout California. We deliver comprehensive legal counsel in all aspects of non-profit law, governance and regulation with the goal of providing critical and practical strategies for sound non-profit governance and minimizing the liabilities faced by Boards of Directors in today’s tough regulatory environment. We also work closely with the officers and management to develop critical legal documents specifically tailored to each non-profit client.
Entities that operate as non-profits are confronted with legal issues unique to their organizational structures and mission statements. These entities need knowledgeable and experienced legal counsel to guide them through the hurdles imposed by federal and state regulations, maintain efficient operations and to meet potential challenges as they occur. While most of our clients are exempt from federal taxation as 501(c)(3) organizations, we represent many other exempt organizations, including social welfare organizations exempt under 501(c)(4) and trade associations exempt under 501(c)(6).
Our services include but are not limited to:
- Formation (preparing all organizational documents, e.g. articles of incorporation, bylaws, trusts)
- Establishing IRS Tax-Exempt Status (IRS Forms 1023 and 1024)
- Advice as to IRS Form 990 (Annual Tax Information Return)
- Advising on Operational Issues
- State Laws Regarding Non-Profit Legal Status
- State Regulatory Compliance
- Governance and Policy Issues
- Conflicts of Interest Policies and Interpretation
- Fiduciary Duties of Directors and Officers
- Independent Contractors and other employment concerns
- Charitable Solicitation Registrations
- Real Estate Transactions
- Representation in IRS Audits and tax controversies, including in tax court
- Executive Compensation Planning
- Advice Regarding and Review of Fundraising Agreements
- Investment Policies (compliance with UPMIFA)
- Corporate Sponsorship Agreements
- Charitable Sales Promotion Agreements
- Workplace Campaigns
- Liabilities of Paid and Unpaid Personnel, including volunteers and internships
- Restructuring and Terminating Exempt Organizations
Non-profits have a special mission and must pay particular attention to the economics of running their organizations. Whether you are considering forming a non-profit organization or you are serving a non-profit organization, Schneiders & Associates, L.L.P. invites your inquiry as to all non-profit related legal matters.
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