Overview
Nonprofit institutions and tax-exempt organizations have unique needs and legal challenges. Amundsen Davis's team represents a range of tax-exempt organizations including public charities, private foundations, arts and cultural organizations, trade associations and educational institutions.
Our attorneys regularly represent nonprofit industry clients in matters such as navigating changes in tax law and regulatory compliance, qualifying for and preserving exempt status, increased scrutiny of boards of directors, employment and labor disputes, issues related to hiring and retaining talent, and concerns about governance and regulatory matters.
Our nonprofit team provides the following services:
Governance & Operations
- Operations of Board of Directors and Trustees
- Anti-trust, conflict of interest and ethics policies
- Document retention policies
- Marketing and affinity programs
- Articles of incorporation and bylaws
- Membership criteria and dues structuring
- Codes of ethics/codes of conduct
Organization General Counsel
- Serve as board counsel
- Meeting monitoring/attendance
- Review draft agendas, documents and proposals
Governance/Board Training
- Develop and conduct Board training on governance pieces (anti-trust, conflict of interest and bylaws)
- Develop and conduct Board training on the role of the Board and Executive Director
- Develop and conduct harassment, anti-bullying and discrimination training
Federal and State Tax for Not-for-Profit Institutions/Trade Associations
- Formation, structure and exemption issues
- Tax exempt bonds
- Form 990’s and compliance requirements
- Representation in IRS and State audits
- Counseling on unrelated business income
Labor & Employment
- Counseling on volunteer and employee issues – (hiring through termination)
- Drafting employee handbooks, policies and procedures
- ADA, FMLA, VESSA etc. counseling
- Labor negotiations and grievance/ULP defense
- Employment litigation defense
- OSHA audits and defense
Workers’ Compensation Litigation and/or Claim Counseling
- Workers’ compensation consultation
- Workers’ compensation assessments audits
- Workers’ compensation/claim defense and monitoring
Insurance Coverage/Defense
- Consultation regarding coverage policy issues
- Defense of minor and catastrophic claims
Real Estate/Banking
- Property acquisitions/leasing
- Contract review
- Bank financing and arrangements regarding lines of credit
Public Finance
- We represent government issuers and 63-20 entities in the issues of general obligation bonds and revenue bonds as bond counsel and disclosure counsel. We also represent underwriters in municipal bond transactions.
Intellectual Property
- Copyright, trademark, and trade secret protection including state and federal registration
- Resolution of intellectual property rights disputes (enforcement and defense) through amicable settlement, federal or state court litigation, or administrative proceedings in the United States Patent & Trademark Office
- Intellectual property transactions including license, cloud services and transfer agreements
Professionals
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Experience
Insights
Firm News
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Blog Posts
Education on Demand
It’s not usual for companies to have employees working in multiple states, especially if they hire remote workers. However, managing a workforce that is spread out over multiple locations can be challenging.
Podcasts
American Bar Association panel votes to try to eliminate the LSAT requirement for law schools, bribery and corruption scandal in Ohio state government, Department of Justice sues to try and block the merger of JetBlue and Spirit Airlines
- Managing New Legal Mandates for Multi-State EmployersManaging New Legal Mandates for Multi-State Employers
Join Sara Zorich, Karen Tobin and Alice Lin as they discuss certain employment, corporate and tax considerations employers need to know about in order to effectively manage workers in multiple locations without exposing themselves to liability.
- Managing New Legal Mandates for Multi-State EmployersManaging New Legal Mandates for Multi-State Employers
Join Sara Zorich, Karen Tobin and Alice Lin on June 11 as they discuss certain employment, corporate and tax considerations employers need to know about in order to effectively manage workers in multiple locations without exposing themselves to liability.
- Amundsen Davis Named in the 2024 Edition of Best Law Firms®Amundsen Davis Named in the 2024 Edition of Best Law Firms®
Amundsen Davis has been ranked for 2024 in the 14th Edition of Best Law Firms®
- 89 Amundsen Davis Attorneys Recognized by Best Lawyers® in 2024 in America89 Amundsen Davis Attorneys Recognized by Best Lawyers® in 2024 in America
We are extremely excited to congratulate 89 of our attorneys on being recognized by Best Lawyers® in 2024 in America.