Tax Areas
For information on the different types of tax services we offer, please select from the areas below:
Attorneys
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Jeff Storch Chair, Partner
- Business, Exempt Organizations, Employee Benefits
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Madelyn Leopold Partner
- Trusts & Estates, Exempt Organizations, Business
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Carl Rasmussen Partner
- Trusts & Estates, Exempt Organizations
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Paul Schmidt Partner
- Trusts & Estates
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Cindy Van Bogaert Partner
- Employee Benefits
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Cliff Bobholz Associate
- Individual, Trusts & Estates
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Emma Davenport Associate
- Trusts & Estates
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Andy DeClercq Associate
- Employee Benefits
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Liz Heiner Associate
- Trusts & Estates, Employee Benefits
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Rebecca Oettinger Associate
- Individual, Tax Issues in Divorce, Trusts & Estates
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Forrest Hartmann of Counsel
- Trusts & Estates, Individual, Business, Exempt Organizations
Taxation for Exempt Organizations
Boardman has helped create numerous 501(c)(3) and other tax exempt entities. We also assist with IRS and state filings, board governance, and related matters. Whether you are a small group thinking about applying for 501(c)(3) status so your donors can take a tax deduction, or you are a long-standing business league looking to split off a sister organization to allow you to pursue other activities, we can guide you through the process.
Services
Our taxation services for exempt organizations include:
- Executive compensation issues, including deferred compensation arrangements
- Tax-exempt financing projects
- Estate, gift, generation-skipping and income tax planning, filing and controversies
- Trust and estate fiduciary income tax planning, filing and controversies
- Employee benefits issues for exempt organizations (see Employee Benefits page)
- Federal and state tax audits, appeals and litigation
