Nonprofit and Tax Law

The attorneys at Kendricks Bordeau, P.C. provide comprehensive legal services for nonprofit organizations, including formation, financing, and governance of tax-exempt entities. Our tax law practice includes a full spectrum of federal, state, and local tax matters and transactions. With over 100 years serving clients in the Upper Peninsula of Michigan, we offer unmatched experience and knowledge and provide an exceptional level of personal attention to every client.

Legal Services for Nonprofits

Creating a nonprofit organization begins with establishing a solid legal foundation by completing the necessary steps for formation, which requires following specific regulations and procedures. Our attorneys at Kendricks Bordeau have many years of experience working with clients to identify the best type of nonprofit organization for their needs and goals. We then follow up and work closely with the client to complete all the essential steps and procedures.

We handle all aspects of representation for our non-profit clients and provide ongoing legal support for our nonprofit clients after formation, assisting with legal compliance and the rules around fundraising and gift programs. In addition, we help with normal business needs like agreements and contracts, employment law matters, real estate transactions, and other operational concerns.

In counseling and representing nonprofits, our services focus on a wide range of areas, encompassing, but not limited to, the following concerns:

• Establishing and maintaining private and publicly-supported nonprofit organizations, including guidance on formation, governance, operations, and other matters
• Obtaining and maintaining federal tax-exempt status and compliance with legal and regulatory requirements
• Handling regulatory filings and governance documents
• Advising on fundraising and solicitation regulations and requirements, to ensure compliance with federal and state laws
• Reviewing and drafting contracts and agreements with donors, vendors, and others, including information technology licensing agreements
• Providing guidance on employment matters, such as employee contracts and workplace policies
• Advising on fundraising and grant requirements and compliance
• Navigating state and federal agency issues, investigations, and disputes
• Addressing privacy and data protection

Our nonprofit clients include private foundations, publicly-supported charitable entities, tax-exempt health care facilities and providers, as well as business leagues and social clubs.

Tax Law Services

In addition to being a central focus for clients starting or operating a nonprofit, tax-exempt entity, taxation concerns arise for clients in other practice areas at Kendricks Bordeau. Our extensive experience with tax law matters enables us to help clients in a wide range of contexts. For example, tax planning is an important part of creating an estate plan for some of our clients. For others, optimizing income tax efficiency is a concern. Our tax practice also includes, but is not limited to:

• Collaborating with accountants and financial advisors of the client
• Determining the overall tax implications of transactions, plans, and strategies, to help identify the most cost-effective approach or solution
• Preparing and reviewing documents for qualified and unqualified retirement and other welfare benefit plans
• Navigating and resolving tax disputes of all types
• Obtaining property tax exemptions
• Counseling and representing clients concerning real property assessments, valuation, and classification