Many of our clients are charitably inclined and we often advise clients and assist them in forming charitable entities, including corporations, charitable trusts and private foundations.  We also assist clients with maintaining and administering these entities.

Our Charitable & Exempt services include:

  • Guidance in choosing a charitable entity
  • Entity formation
  • Applications for tax exempt status
  • Annual maintenance of the entity, including filing annual reports with the Secretary of State’s Office and drafting annual minutes

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If you think you could benefit from any of our services, please contact us to schedule a free consultation