At Cline Williams, our Tax-Exempt Organizations practice group is highly skilled and innovative, assisting a variety of tax-exempt charitable, educational, health care and scientific organizations.  The services we provide include:

•  Formation of I.R.C. § 501(c)(3) charitable, educational and scientific organizations; §501(c)(4) social welfare organizations; § 501(c)(6) business leagues; and § 501(c)(7) social clubs; among others
• Formation of family and company private foundations and trusts, as well as private operating foundations
• Tax planning and compliance for community foundations, donor-advised funds and supporting organizations
• Tax compliance involving preparation of Forms 990, 990-PF, and 990-T; unrelated business income tax planning; intermediate sanctions planning and ruling requests
• Planned charitable giving through charitable remainder trusts, charitable lead trusts, charitable gift annuities and charitable conservation easements