Tax Exempt Counseling

When it comes to tax-exempt counseling, it pays to work with a law firm that knows—firsthand—the importance of charitable giving. At Shook, Hardy & Bacon L.L.P. (SHB), we are uniquely qualified to provide tax-exempt counseling because we exemplify what it means to give to the less fortunate.

As a leader in the delivery of pro bono legal services, we provide approximately 30,000 hours of free legal counsel on an annual basis, donating our expertise and resources to communities across the United States. In recent years, SHB attorneys have assisted unaccompanied minors in immigration proceedings, staffed legal clinics and advocated on behalf of disabled individuals. These pro bono efforts reflect the firm’s dedication to representing the underserved in matters as diverse in nature and scope as the attorneys who handle them.

Companies that give their time and services to the less fortunate deserve to understand the tax benefits that accompany their charitable activities. The SHB Tax Law Practice also offers experience in non-for-profit institutions. Our attorneys offer tax-exempt counseling to clients on investment matters, including joint ventures with for-profit organizations and the potential prohibited transaction, as well as other excise tax issues raised by such investments. In addition, our tax-exempt counseling can include the following:

A comprehensive list of practice areas covered by our California attorneys is as follows:

• Charitable and planned giving techniques.
• Formation of nonprofit health care entities and obtaining tax-exempt status.
• Analyzing the tax consequences of client participation in transactions and business relationships.
• Developing strategic tax plans for acquisitions and sales of facilities and practices.
• Analyzing federal and state tax and nonprofit legislation and regulations.
• Preparing legal opinions and memoranda regarding tax and nonprofit issues.
• Assisting clients to establish compliance programs with regard to tax and nonprofit laws.

If you or your company could benefit from tax-exempt counseling, contact us today. We’re excited to learn more about your charitable endeavors. We have represented indigent clients in consumer protection matters, divorces and contract claims.