Morgan, Lewis & Bockius LLP

Morgan, Lewis & Bockius LLP is headquartered in Philadelphia and has an extensive team of experienced tax attorneys resident across the US and Europe who represent a range of tax-exempt organizations through incorporation, designing suitable governance structures, obtaining federal and state tax exemptions, and commencing operations. The firm represents a wide range of clients in tax-exempt matters, including corporate, family, and institutional foundations, colleges and universities, hospitals, trade associations, religious organizations, governmental entities, cultural organizations, and more. The firm assists nonprofits in navigating complex regulatory environments, advises clients on fiduciary duties, conflict of interest, and risk oversight, and assists them with the structuring of complex grants, program-related investments, and joint ventures. Tomer Inbar is based in the firm’s New York office and leads the office’s tax-exempt organizations practice, specializing in cross-border tax-exemption work. New York-based Megan Bell has extensive experience advising private foundations, public charities, and other nonprofits in the full spectrum of organizational, governance, and compliance matters. Based in Washington DC, Ann K. Batlle is another key tax-exemption specialist, representing organizations in a wide range of regulatory, transactional, and governance matters.