Mr Marcus Owens > Loeb & Loeb LLP > Washington DC, United States > Lawyer Profile
Loeb & Loeb LLP Offices
901 NEW YORK AVENUE NW
SUITE 300 EAST
WASHINGTON, DC 20001
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Mr Marcus Owens
Trusts & Estates
Marcus Owens represents a broad range of nonprofit organizations, including private foundations, charities, lobbying/political organizations and trade associations. The context has ranged from tax planning, the process of formation and application for exemption, through IRS and state attorney general investigations, including complex audits by IRS Exempt Organizations Financial Investigative Units. Marcus’ focus includes executive compensation, excess benefit and self-dealing excise taxes, as well as the impact of digital and social media on tax exempt organizations. His experience also extends to social impact investing and program-related investments. Particular projects have involved the emerging rules for foreign grant making and organizations interested in public policy but concerned with legislative and political activities. Marcus is also a frequent lecturer, writer and commenter on the complex laws affecting exempt organizations.
Prior to entering private practice, Marcus was employed by the Exempt Organizations Division of the Internal Revenue Service and served as the division’s director for ten years. In that capacity, he was the chief decision maker regarding design and implementation of federal tax rulings and enforcement programs for exempt organizations, political organizations and tax-exempt bonds. He also served as the IRS’s primary liaison with other federal agencies, Congress, and state regulators on exempt organizations issues.
Duke University School of Law, J.D.
Florida State University, B.A.
United States > Tax > Not-for-profit (Fortune 1000 private foundations, and national trade associations and charities)(Hall of Fame)
Loeb & Loeb LLP has a top quality national practice that provides the full range of advice to non-profit organisations. Of recent note, the team advised Fidelis Care, its corporate members, and the Catholic Dioceses of New York on the $3.3bn sale of Fidelis Care to Centene Corp, the nation’s largest Medicaid managed care plan provider; this marked the largest-ever non-profit sale in New York and helped create Mother Cabrini Health Foundation, the state’s largest charitable foundation, which the firm continues to advise. The firm also served as examiner’s counsel in the Chapter 11 bankruptcy of WonderWork, which was one of the largest non-profit bankruptcies in recent history. New York-based co-chair Jason Lilien and Washington DC-based partner Marcus Owens have both previously held high-ranking government positions; department co-chair Diara Holmes and Los Angeles-based tax expert Leah Bishop are also recommended.
- Hall of Fame - United States > Tax > Not-for-profit (Fortune 1000 private foundations, and national trade associations and charities)
- Leading lawyers - United States > Tax > Not-for-profit (Fortune 1000 private foundations, and national trade associations and charities)
- Not-for-profit (Fortune 1000 private foundations, and national trade associations and charities) - United States > Tax
Top Tier Firm Rankings
- Media, technology and telecoms > Advertising and marketing: transactional
- Intellectual property > Copyright
- M&A/corporate and commercial > M&A: middle-market (sub-$500m)
- Tax > Not-for-profit (Fortune 1000 private foundations, and national trade associations and charities)
- Media, technology and telecoms > Advertising and marketing: litigation
- Media, technology and telecoms > Media and entertainment: transactional
- Media, technology and telecoms > Outsourcing
- Media, technology and telecoms > Cyber law (including data privacy and data protection)
- Industry focus > Sport
- Intellectual property > Trademarks: litigation
- Dispute resolution > Corporate investigations and white-collar criminal defense
- Real estate > Real estate
- Real estate > Real estate2
- Tax > US taxes: non-contentious