- Restructuring an exempt organization by forming a holding company, operating subsidiaries and taxable subsidiaries to align the corporate structure with the business objectives and shield the tax exemption for the organization from growing for-profit lines of business.
- Creating a fundraising foundation for a tax-exempt operating charity.
- Structuring the private use of a tax-exempt financed facility to comply with private use bond restrictions and avoid unrelated business income on certain uses.
- Negotiating and handling all aspects of the affiliation of a local hospital with a larger health care system.
- Assisting a corporate private foundation in creating and expanding programs that address charitable initiatives of its domestic and foreign employees.
- Developing a joint venture between a tax-exempt charity and a for-profit corporation for the operation of a new initiative of the charity in a new geographic location.
- Forming supporting organizations to a large tax-exempt institution to allow it to accept complex interests in other business entities as a charitable gift.
- Converting a for-profit home health care agency to a nonprofit entity and operation.
- Assisting a tax-exempt organization in implementing a strategic plan, including the consolidation of operations, the development of new operations and formation of other related entities, and a change in status for federal tax-exempt purposes.
- Structuring an LLC involving a tax-exempt charity and for-profit entities for the undertaking of educational operations for the tax-exempt charity intended to qualify as a charitable activity.