Loeb & Loeb LLP

Loeb & Loeb LLP’s Nonprofits & Tax-Exempt Organizations Practice is a leading national team advising nonprofit organizations on complex regulatory, transactional, governance, and compliance matters. The firm represents public charities, private foundations, educational and cultural institutions, social welfare organizations, and trade associations, guiding clients through IRS and state attorney general compliance, audits, internal investigations, executive compensation, cause marketing, corporate philanthropy, and strategic transactions, including mergers, joint ventures, and program-related investments. The practice is co-headed by Jason Lilien (New York) and Diara Holmes (Washington DC). Lilien advises on governance, compliance, charitable giving, internal investigations, and high-profile transactions, having overseen landmark enforcement matters and complex trust and estate settlements, while Holmes, with 25 years of experience, counsels prominent public charities, social justice advocacy groups, and educational and cultural institutions, and supports corporations and high-net-worth clients on philanthropic programs, cause marketing, and corporate sponsorships. Key lawyers include Washington DC-based Meghan Biss, who leverages over a decade of IRS experience to guide organizations through audits, investigations, and tax planning, and Kimberley Eney, who advises private foundations, family offices, and public charities on governance, Chapter 42 compliance, impact investing, structuring tax-exempt entities, and complex grant and joint venture arrangements.