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Non-Profits & Tax-Exempt Entities

Developing creative solutions to meet client objectives, Waller offers counsel to healthcare providers, colleges and universities, private foundations, public charities, trade and professional associations, and religious organizations on a host of issues related to their not-for-profit or tax-exempt status.

Clients appreciate our charismatic approach, sincere interest in the success of their non-profit venture and ability to solve complex problems while remaining both friendly and calm.

Waller offers counsel to healthcare providers, colleges and universities, private foundations, public charities, trade and professional associations, and religious organizations regarding:

  • Organization and formation of non-profit entities
  • Tax exemption applications with the IRS
  • Obtaining and maintaining tax-exempt status with the IRS and state tax authorities
  • Working with the IRS to obtain private letter rulings on a variety of issues
  • Excise taxes on prohibited transactions
  • Unrelated business income issues
  • Contractual matters, including:
    • Fund-raising activities
    • Real estate transactions
    • Public and private finance matters
    • Employment agreements
    • Corporate affiliations
  • Immigration visas for physicians, educators and members of religious orders
  • Joint ventures with for-profit entities
  • Requests before the Tennessee State Attorney General's office

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