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 through its offices in Wausau, Eau Claire, and Green Bay, Wisconsin.  A full-service law firm, over 40 attorneys provide clients with a one-stop approach to their legal needs. Ruder Ware, Business Attorneys for Business Success.

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