Helping Those Who Help Others

RCCB’s Nonprofit and Tax-Exempt Group has experience with a wide variety of tax-exempt organizations, including hospitals, public charities, private foundations, business leagues, social welfare organizations, clubs, cemeteries, educational organizations and others. We can even serve as your organization’s general counsel. By creating a nonprofit to realize your vision, we will empower you to achieve your mission.  

Experience
  • Formation and obtaining tax-exempt status

  • Governance

  • Investment

  • Fundraising

  • Unrelated business taxable income

  • Employment

  • Executive compensation

  • Employee benefits

  • Lobbying and political activities

  • Tax audits and controversies, including excess benefit transactions

  • Real estate transactions, including fractions rule compliance

  • Mergers and acquisitions

  • Joint ventures and other collaborative arrangements

  • Formation of private foundations

  • Charitable lead trusts and charitable remainder trusts

  • Planning with donor-advised funds

Team

Newsroom

Publications
  • Publication, RCCB Client Alert, December 20, 2023
  • Publication, Bloomberg , March 25, 2022
  • Publication, The Practical Lawyer, June 2021
  • Nuts and Bolts of Opportunity Zones and Qualified Opportunity Funds
    Speaking Engagement, American Bar Association , January 2020
  • Common and Complex Case Studies and Real-World Issues With Opportunity Zones as Qualified Opportunity Funds
    Speaking Engagement, American Bar Association 2020 Mid-Year Meeting, January 2020
  • Where Do We Stand on Qualified Opportunity Funds
    Speaking Engagement, American Bar Association Tax Section Fall Meeting, October 2019
  • Seminar Series: Qualified Opportunity Zone
    Podcast, Montgomery County Development Corp., March 2019
  • What You Need to Know About Investing in the Zone
    Speaking Engagement, Qualified Opportunity Zones, February 22, 2019
  • Qualified Opportunity Zones – Reboot
    Publication, American Bar Association Tax Section Mid-Year Meeting, January 2019
  • Qualified Opportunity Zones - What Are the Rules?
    Podcast, Pennsylvania Bar Institute, January 2019
  • Opportunity Zones – What’s All the Buzz About?
    Speaking Engagement, 10th Annual High Net Worth and Family Wealth Conference, December 2018
  • Qualified Opportunity Zones 
    Podcast, Philly Living/Keller Williams, November 14, 2018
  • Tax and Accounting Update
    Speaking Engagement, Private Equity CFO Association, January 2018
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