Tax Exempt Organizations

Tax Exempt Organizations

Nonprofits and exempt organizations are focused on delivering upon their mission, however complicated regulations dictate every structure of their life-cycle.  It’s crucial nonprofits know how to stay in compliance with government rules and regulations.  Our attorneys understand the important work these organizations provide and realize they can ease the burden of compliance.

We work with public charities, private foundations, social service organizations, and family trusts from their inception – preparing organizational documents and tax exempt applications – through ongoing maintenance and daily operations.  Specifically, services include:

  • Incorporation and corporate structures
  • Nonprofit board governance
  • Mandatory filings
  • IRS issues
  • Tax-exemption applications
  • Legal audits
  • Charitable solicitation registration
  • State and local tax matters
  • Charitable gifts and fundraising
  • Unrelated business income tax (UBIT)
  • Employment
  • Investment and endowment policies
  • Reasonable compensation

Our lawyers also counsel section 501(c)(3) organizations in fundraising and donor-related activities, providing advice on matters such as:

  • Compliance with charitable solicitation laws
  • Availability of income tax deductions for donors, and substantiation requirements
  • Creation of donor advised funds, field of interest funds and endowment funds
  • Creation of charitable remainder and lead trusts
  • Creation of gifts annuities and pooled income funds

Founded in 1920, Ruder Ware provides business, employment, estate planning, and litigation services. A full-service law firm, over 45 attorneys provide clients with a one-stop approach to their legal needs. Ruder Ware, Business Attorneys for Business Success.

Nothing to Prove: Making the Case for Self-Proving Affidavits

Posted on November 15, 2022 by

In the beginning of the COVID-19 pandemic, I wrote a blog post on how to create a valid will in Wisconsin.  At the time, we were all stuck at home by government order, and many clients signed their wills without a notary public.  Signing a will without a notary public was a short-term fix during […]

How is That Account Titled?

Posted on September 22, 2022 by

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Posted on June 21, 2022 by

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Marital Property Agreements: They’re Not Just for Kanye West and Kim Kardashian

Posted on February 23, 2022 by

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Posted on February 22, 2022 by

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Current Status of Federal Estate and Gift Tax Proposals

Posted on February 14, 2022 by

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Pros and Cons of Using the No-Contest Clause

Posted on December 13, 2021 by

Drafting an estate plan allows a person to put into writing their wishes for division of assets upon death.  Sometimes this means making a choice to give more to one child over the other, or to completely write out natural heirs of law.  An uncle whose nephew is like a son to him may bypass […]

What is the Gift Tax and How Does it Work?

Posted on November 22, 2021 by

Last week, I provided a brief overview of the gift tax in a vlog.  You can view the vlog here.  In this blog post, I’ll expand on basic gift tax concepts, just in time to make your holiday gifts. What is the gift tax?  Basically, the gift tax is a tax imposed on the gratuitous […]

Protecting Your Inheritance

Posted on September 20, 2021 by

So you’ve received an inheritance and you’re married. The person who left you the inheritance probably intended for it to benefit you, not your spouse, if you get divorced. How do you protect the inheritance? Wisconsin law provides limited protection.  Under Wisconsin’s Marital Property Act, which governs the classification of assets during marriage and on […]

Estate Planning Considerations for Unmarried Individuals

Posted on September 1, 2021 by

Estate planning is a process that must be customized to fit each individual’s unique situation.  Each individual has their own priorities and issues to address.  The priorities and issues for an unmarried individual are often different than those for married couples.  Some of the common priorities and issues that arise in estate planning for unmarried […]

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