Tax & Non-Profit

Jordan Guydon’s Tax, Non-Profit and Exempt Organizations Practice is interdisciplinary and draws upon the skills of lawyers in departments and practice groups throughout the Firm. In its representation of organizations that are non-profit and exempt from taxation under the Internal Revenue Code, Jordan Guydon addresses complex issues arising in the areas of personal planning, tax, corporate law, intellectual property, litigation, health care, ERISA, labor and real estate. Because of the interdisciplinary nature of the practice, lawyers working on non-profit/exempt organization matters have considerable experience in other practice areas.

Exempt-organization clients include churches, large private foundations, public charities, such as hospitals, nursing homes, universities, as well as support organizations, charitable trusts, title-holding companies, civic-welfare organizations, business and sports leagues and voluntary employee-beneficiary associations. The Firm is especially experienced in representing complex family foundations throughout the United States.

Jordan Guydon handles all phases of the non-profit organization's existence, including organization and recognition of exempt status, operation and the emerging area of corporate reorganization. The Firm has formed and obtained recognition of exemption for hundreds of non-profit organizations. In that connection, the Firm has developed the knowledge to facilitate preparation of organization and exemption documents and has designed a system to ensure that all types of exemption that may be of interest to a client are discussed and, if appropriate, obtained.

In its Tax, Non-Profit/Exempt-Organizations practice, Jordan Guydon has handled scores of federal, state and local filings and worked closely and successfully with representatives of the responsible governmental agencies, such as the Internal Revenue Service, Departments of Law, Departments of State, Departments of Education, Departments of Health and various local agencies.

After organizational matters have been concluded, Jordan Guydon generally remains involved with its non-profit and exempt-organization clients on an ongoing basis, providing legal advice with respect to corporate operations. The Firm's lawyers advise non-profit and exempt organization clients in connection with estate tax planning, governance structuring, the legal aspects of benefit events, fund raising, investments, copyright/trademark matters, personnel matters, real estate matters and tax matters. The Firm also provides advice to these organizations in diverse areas like mergers and consolidations, grant making and grant applications, contracts with foreign governments, directors' and officers' liability and insurance, asset protection, fiduciary obligations, licensure to provide health-related and other services, employment discrimination claims, purchasing or leasing of office space and the hiring of personnel.

Jordan Guydon is recognized for its skill and experience in the relatively new specialty of non-profit/exempt organization reorganizations and development of strategic planning alternatives.