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Experience
Healthcare and Exempt Organization Transactions and Joint Ventures
- Representation of hospitals, health care organizations and other exempt organizations in merger, acquisitions, joint ventures and other transactions.
- Represented several healthcare systems in connection with their establishment of joint ventures with physicians for ambulatory care and other services.
- Represented several healthcare systems in connection with their acquisition of physician practices.
- Represented a community healthcare system in connection with its sale to a for-profit healthcare system, and the establishment of a joint venture partnership to operate the hospital facility on a going forward basis.
- Represented a community healthcare system in connection with its affiliation and combination of with another community healthcare system.
- Represented a community healthcare system in connection with its affiliation with an academic medical center.
- Representing a for-profit university in connection with its conversion to tax-exempt status.
- Represented a religious-sponsored healthcare system in connection with its affiliation with a religious organization to co-sponsor multiple healthcare hospitals and facilities.
- Represented a healthcare system in connection with its acquisition of multiple long-term care facilities.
- Represented several healthcare systems in connection with their establishment of and participation in an accountable care network, including the tax implications of such participation.
- Represented an academic medical center in connection with its affiliation with community based hospitals throughout its service area.
Corporate and Tax Experience
Corporate Governance for Exempt Organizations
Representation of exempt organizations in connection with corporate governance, including the establishment of conflicts of interest policies, committee charters, document retention policies and other policies and procedures.
Private Foundation Investments
Representation of private foundations in connection with a variety of their investments, including alternative investments and program-related investments.
Scholarship and Hardship Funds
Representation of tax exempt organizations in connection with the establishment and operation of economic hardship funds, disaster relief funds and scholarship programs, particularly organizations affiliated with corporations.
Foreign Organizations
Representation of foreign organizations in connection with their U.S. based activities and the establishment of “American friends of” organizations.
Private Foundation Grant-Making Programs
Representation of private foundations in connection with their grant-making programs, including grants requiring expenditure responsibility and equivalency determinations.
Exemption Classification Issues
Representation of exempt organizations in connection with exemption classification issues. Represented an affiliate of a university in connection with a conversion to functionally integrated Type III supporting organization status.
IRS Examinations of Exempt Organizations
Representation of exempt organizations in connection with IRS examinations. Representation of a private operating foundation in an IRS compensation examination and a private foundation in connection with an IRS tax audit.
Entrepreneurship
Representation of a variety of organizations in connection with programs that promote entrepreneurship.
Fundraising and Endowments
Representation of organizations in connection with the restructuring of their fundraising operations and their holding of investment assets, including the establishment of endowment funds.
Gifts and Bequests, and Pledge Agreements
Representation of exempt organizations in connection with gifts and bequests, and pledge agreements.
Social Welfare 501(C)(4) Organizations
Representation of social welfare 501(c)(4) organizations in connection with their formation and compliance with those rules governing their lobbying and political activities.
Lobbying and Political Activities of Exempt Organizations
Representation of exempt organizations in connection with their lobbying and political activities, including grant making by private foundations to other organizations that may engage in lobbying activities.
Joint Ventures or Transactions for Exempt Organizations
Representation of exempt organizations in connection with their joint ventures or transactions with other exempt organizations or business enterprises.
Transactions with Insiders
Representation of exempt organizations in connection with their compensation arrangements of transactions with officers, directors and key employees, including the self-dealing and intermediate sanctions prohibitions.
Collections and Donations
Representation of museums in connection with collection-related issues, including collection management policies and donations of art and other personal property.
Hybrid Organizations
Representation of hybrid organizations, social enterprise funds and single-member limited liability companies.
Technology Transfer Operations of Colleges and Universities
Representation of colleges and universities in connection with their technology transfer operations and commercialization activities.
