Adler & Colvin assists clients with the formation of new charities and other nonprofit organizations. Our primary focus is to create sustainable entities that achieve our clients' visions.
Areas of Focus
- Exploring with clients the different options available to them and helping them determine whether a business or nonprofit structure would best enable them to achieve their goals.
- Assessing whether a new organization may qualify as a 501(c)(3) charity or another type of tax-exempt organization, and advising on compliance issues associated with each type of tax-exempt organization.
- Making decisions regarding public charity and private foundation status and understanding the technical distinctions between the two.
- Governance structures and options available under corporate law, and draft governing documents accordingly.
- Developing budgets and business plans.
- Preparing and submitting for approval the necessary exemption applications to governmental agencies, such as the IRS and the California Franchise Tax Board, and assist with accelerating and completing the review process.
- Managing the ongoing operation of a new tax-exempt entity, including providing an overview of compliance issues and forms for use in corporate governance.
Related Blog Posts (35)
December 31, 2015
Authors
Eric K. Gorovitz
Marla I. Broude
Related Publications (2)
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April 2019
Practitioner Perspectives on Using Section 501(c)(4) Organizations for Charitable Lobbying: Realities and an Alternative
This paper, originally published in the NYU Journal of Legislation and Public Policy, discusses a wide array of issues arising from the use of Section 501(c)(4) social welfare organizations to conduct the lobbying necessary to advance charitable goals. The paper goes on to propose an innovative legislative change that would allow the creation of a…Authors
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October 2009 (Spidell Publishing, Inc.)
Annual Filing Requirements for California Nonprofit Organizations
Applying for recognition of tax-exempt status marks only the beginning of a nonprofit organization’s (NPO) compliance with federal and state filing requirements. While not intended to be exhaustive, this article summarizes important filing requirements for NPOs operating in California.Author
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Past Events
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Virtual Conference May 19, 2023
CalCPA Not-for-Profit Organizations Conference - Session: “Planning Opportunities with Different Tax-Exempt / Philanthropic Vehicles”
Ingrid Mittermaier will discuss what’s behind the trend of major asset donations to non-501(c)(3) charities; types of tax-exempt/philanthropic vehicles (501(c)(3), 501(c)(4), 501(c)(6), taxable nonprofit corporation, philanthropic LLC); major differences in governance, tax treatment, and regulatory oversight and restrictions; and planning opportunities in light of those differences.
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In-Person Conference January 19, 2023
The University of Texas School of Law’s 40th Annual Nonprofit Organizations Institute Conference - Session: "A View of the Sector"
Explore the latest in policy and regulation from the US Government in an effort to answer the question: What just happened? You’ll be the first to know about topics like donor-advised fund regulations, end-of-year legislation, and what is Congress likely to do next? What about those expiring incentives for charitable giving, will they be renewed? Meanwhile, the Supreme Court continues to unwind the regulatory powers of the executive branch.
8:30 a.m. – 9:30 a.m. CT
Co-Presenter: Alex Reid, Baker & Hostetler LLP
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In-Person Conference October 27, 2022
National Network of Fiscal Sponsors - Session: Riskspotting: Catching (and Resolving) the Red Flags With New Projects
Thu 10/27 || 1:30 – 2:45 pm ( 75 minutes) || Breakout Sessions Block 1
Riskspotting: Catching (and Resolving) the Red Flags With New Projects: Karl Mill and Ehsan Ali, Mill Law Center; Jinna Kwak, Adler & Colvin
If you have any questions about breakout sessions or anything else about the event, please email fiscalsponsors (at) gmail.com.
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In-Person Conference October 20-21, 2022
"Ask an Expert" at the National Center for Family Philanthropy’s 2022 National Forum on Family Philanthropy
“Ask an Expert” is an opportunity for forum attendees to meet one-on-one with a legal professional to discuss and gain valuable insight on issues pertinent to the management of their organization(s). Ms. Nancy E. McGlamery, Principal at Adler & Colvin, will be available for individual “Ask an Expert” sessions on Thursday, 10/20, and Friday, 10/21 at the National Forum. Register for the “Ask an Expert” meeting (20 mins) – attendance is limited. Please note that Ms. McGlamery can help you understand the laws, but cannot provide legal advice for specific situations.
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Presentation May 1, 2018
Center for Volunteer and Nonprofit Leadership, Emerging Leaders Program: “Nonprofit Legal Compliance”
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Seminar March 27, 2018
Grant Thornton, LLP - “What’s New in Not-for-Profit Law?”
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Webinar February 26, 2018
InReach Continuing Education Management System - Nonprofits 101: Introduction to Working with 501(c)(3)’s and Other Tax-Exempt Organizations
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Webinar February 21, 2018
Responding to Loss of Tax Exempt Status: Automatic Revocation and For-Cause Termination
This webinar will provide advisers to nonprofit and exempt organizations with a guide to responding to and remedying loss of tax exempt status.
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