Big firm sophistication. Small firm focus.

Taxation

Tax laws reach into every area of business life, and even some aspects of personal life.  Our clients rarely conduct their affairs solely to minimize their taxes, but no prudent decision maker can afford to act without considering the tax ramifications of all the options – federal, state, local, and even international – or exploring whether there might be options not thought of yet that would yield a better tax result.

Tax-Exempt Organizations and Foundations

Taxation

We have long represented a number of tax-exempt organizations – from charities and social service agencies, to community development agencies and country clubs.  Each of these has unique tax needs around issues such as:

  • Obtaining and maintaining federal and state tax exemptions;
  • Obtaining state and local property and sales tax exemptions;
  • Prohibited transaction rules and exemptions;
  • Private foundation rules;
  • Unrelated business income tax and debt-financed income; and
  • Special employee benefit plans.

Nonprofits

Kleinbard has experience representing a wide range of nonprofits, including universities, social service organizations, community development corporations, quasi-public corporations, religious institutions, charter schools, and workforce development agencies. ...More

Taxation

Tax laws reach into every area of business life, and even some aspects of personal life.  Our clients rarely conduct their affairs solely to minimize their taxes, but no prudent decision maker can afford to act without considering the tax ramifications of all the options – federal, state, local, and even international – or exploring whether there might be options not thought of yet that would yield a better tax result.