We have extensive experience in all aspects of federal, state and local taxation of all types of not-for-profit organizations, including charitable, religious and cultural organizations. We have assisted in the establishment of a number of tax exempt entities and in obtaining determinations of tax exempt status under the Internal Revenue Code. We have assisted not-for-profit organizations in monitoring and avoiding unrelated business taxable income and in reducing state and local property and sales taxes. As a result of these and other representations, we have an in-depth understanding of the tax and other legal issues that may arise in connection with the operation of tax exempt entities.

Lewis, Rice & Fingersh, L.C. is in the forefront of the use of Irrevocable Insurance Trusts, Charitable Lead Trusts, and Family Limited Partnerships to reduce estate and gift taxes.