Mr Marcus Owens > Loeb & Loeb LLP > Washington DC, United States > Lawyer Profile

Loeb & Loeb LLP
901 NEW YORK AVENUE NW
SUITE 300 EAST
WASHINGTON, DC 20001
United States
Marcus Owens photo

Work Department

Trusts & Estates

Position

Partner

Career

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.

Education

Duke University School of Law, J.D.
Florida State University, B.A.

Lawyer Rankings

United States > Tax > Not-for-profit (nonprofit and tax exempt organizations)

(Hall of Fame)

Marcus OwensLoeb & Loeb LLP

Loeb & Loeb LLP’s ‘exceptional‘ nonprofits team assists its impressive client roster with a full range of issues, leveraging the firm’s litigation, real estate, corporate, and top-ranked advertising and marketing practices to provide comprehensive legal support to a variety of tax-exempt organizations. The group benefits from the experience of former regulators Jason Lilien in New York and Marcus Owens in Washington DC, both of whom have broad experience advising on governance matters, internal investigations and regulatory enforcement. Jointly leading the team alongside Lilien is Los Angeles-based tax planning specialist Leah Bishop and Diara Holmes in Washington DC, who acts both for nonprofit organizations in tax compliance and governance issues, and also for celebrities, high-net-worth individuals and families in establishing family foundations and donor-advised funds.