We counsel on:

  • entity creation, including applying for federal tax-exempt status and securing local tax exemptions
  • regulatory compliance, especially as mandated by the Sarbanes-Oxley Act of 2002
  • corporate governance
  • fundraising
  • grant-making
  • employee benefits
  • “unrelated” activities issues, and planning for and reporting unrelated business taxable income (UBTI)
Results

Outcomes we can be proud of.

  • Using the Dover Amendment, which exempts religious and educational nonprofit organizations from certain zoning restrictions, counseled a local church facing neighborhood claims of zoning prohibitions in its efforts to build a new building.
  • In a local permitting matter, successfully represented a national religious and teaching organization that encountered organized neighborhood opposition.
  • Obtained a “public charity” designation for several nonprofit clients.
  • Assisted a private school in the “change of use” of its building, financed with tax-exempt bonds.
  • Assisted a nonprofit temple in expatriating funds for its foreign mission.
  • Helped a church maintain its tax-exempt status and property tax exemptions during the relocation of its main facility.
  • Assisted a religious association in the tax-free sale of its temple building.
  • Advised a nonprofit social club on how to receive a large donation for capital improvements to its clubhouse while avoiding any tax or loss of its tax-exempt status.
  • Participated as counsel in over 400 tax-exempt bond issues by the Massachusetts Development Finance Agency (MDFA) to finance and refinance nonprofit organizations, including schools, colleges, human services providers, nursing homes, museums, YMCAs, affordable housing and others. The total principal amount of these bonds exceeds $1.5 billion.
  • Negotiated the purchase by a nonprofit corporation of a Montessori school scheduled for closing by the Archdiocese of Boston, and the relocation and reconstruction of the school financed with tax-exempt bonds.
  • Rescued a nonprofit pre-school closed by court order for an alleged zoning violation by reorganizing the school as a nonprofit corporation subject to the Dover Amendment. Attorney fees were awarded to the school by the Appeals Court. 

 

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Alerts

August 8, 2019

Massachusetts Cannabis Control Commission Proposes Revisions to Cannabis Regulations

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Publications

August 7, 2019

Ex-client accuses Bowditch & Dewey of $20M gaffe

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Publications

July 31, 2019

Landmark Win for Growers Who Wouldn’t Take “No” For An Answer

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Publications

July 29, 2019

An Estate Tax Trap for Foreign Real Estate Investors

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Speaking Engagements

June 21, 2019

Foreign Investments in U.S. Real Estate – Tax Law, Entity Selection and Transaction Structures

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Publications

March 13, 2019

Marijuana entrepreneurs see favorable precedent in Worcester court ruling

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Speaking Engagements

February 14, 2019

Navigating the US Regulatory, Compliance & Tax Landscape

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Publications

January 29, 2019

Pot Still a No Go For NFL Players, Despite Legalization

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Speaking Engagements

January 18, 2019

Tax Considerations for Emerging Cannabis Businesses

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