Designing innovative organizational and operational structures for the organizations to best meet their mission and goals; implementing effective policies to help directors and officers comply with their duty of care and duty of loyalty; obtaining federal and state tax exemptions; assisting with federal and state tax audits; creative planning for unrelated business income tax issues; effective education and training to comply with complicated federal and state laws and regulations; advising on corporate reorganizations, commercial and real estate transactions and joint ventures; keeping the organizations aware of new and increasingly complex legal developments; evaluating fundraising issues and developing planned giving programs; and assisting with state charitable registration requirements and charitable solicitation and fundraising laws.

• Stephen M. Breitstone
• Joseph Katz
• Avi Z. Kestenbaum