Loeb & Loeb LLP assists nonprofit organizations in their growth, innovation and success in the face of increasing regulatory and marketplace challenges. The practice handles a wide range of tax-related matters, including executive compensation, grant-making and fundraising, corporate governance, as well as tax exemption. The practice is jointly led by Marcus Owens and Diara Holmes, who are based in Washington DC; and Jason Lilien based in New York. Owens focuses on matters involving executive compensation, excess benefit and self-dealing excise taxes, as well as social impact investment and program-related investment. Holmes advises non-profit and for-profit organizations on structuring and a variety of transactions, including joint ventures, corporate sponsorships, and cause-related marketing; while Lilien handles matters related to compliance with state and federal non-profit laws and regulations, internal investigations, and regulatory enforcement actions. Another key member, Leah Bishop, is an expert on tax planning for high net worth individuals and businesses. In June 2024, Yael Fuchs joined from Sedreddine & Whoriskey and Meghan Biss joined from Caplin & Drysdale, Chartered.
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Testimonials
Collated independently by Legal 500 research team.
- 'Loeb has been willing to specialize in areas which require high levels of expertise in all the lawyers dealing directly with the clients.'
- 'We hired Talia Metson and she was remarkably skillful both technically with the IRS, and in dealing with the inevitable recriminations internally and amongst outside advisors. Consistent with this, she is delightful to deal with in person and very quick with her insights.'
Key clients
- NAACP, Inc.
- Humane Society of the US
- Special Olympics
- Drexel University
- University of Redlands
Work highlights
- Advised Drexel University in its capacity as a party to a merger with Salus University/Penn College of Optometry.
- Advised Mother Cabrini Health Foundation in its grantmaking and governance as outside general counsel, supporting its mission to aid underserved New Yorkers and overseeing over $600 million in grants.
- Advised the Empire AI Consortium in its formation as a New York not-for-profit corporation, securing computing resource loans, and providing counsel on corporate governance, employment, and real estate matters.
Lawyers
Hall of fame
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Leading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Practice head
Marcus Owens; Jason Lilien; Diara Holmes
Other key lawyers
Leah Bishop; Yael Fuchs; Meghan Biss; Talia Metson