Emily began working in the nonprofit sector during college, and has not strayed far from it since. She believes that the nonprofit sector plays an indispensible role in giving a voice to underserved communities. The combined experience of working both within the nonprofit community and as an advisor to nonprofits has provided her with the ability to understand both the culture within the organization and the particular demands that nonprofits face on a daily basis. By focusing her entire practice on the nonprofit community, she is able to better advise organizations on the unique issues that affect the sector.
- Incorporation and initial start-up issues
- Application for federal tax exempt status
- Ongoing advice regarding federal tax compliance
- Compliance around lobbying, advocacy, and political activities
- Fiscal sponsorship
- Donor Advised Funds
- Charitable solicitation regulation
- Governance and best practices
- Contract drafting and review
- Mergers and Dissolutions
- Operational and governance policies
- Sales tax and property tax exemption issues
Latest blog post...
In mid-July, the National Taxpayer Advocate’s office released the Fiscal Year 2016 Objectives Report to Congress, in which the National Taxpayer Advocate, Nina Olson, continued to criticize the use of the Form 1023-EZ to obtain 501(c)(3) status. If you take nothing else from her report, you should read this statement summarizing her opinion of the current iteration of the 1023-EZ: “Because Form 1023-EZ does not require applicants to provide supporting documentation or substantiation, but only to attest they qualify for exempt status, the IRS has in effect relinquished its power to educate and regulate taxpayers before it confers exempt status.”Read more...