McPhillips Law advises all types of nonprofit and tax-exempt organizations at every lifecycle stage. The firm provides seamless tax and legal support so that the nonprofit organization can fulfill its mission effectively.
Assistance is available to form the nonprofit entity, secure tax-exempt status, file annual information returns, and comply with charitable solicitation and other state regulatory requirements. In addition, the firm advises nonprofits on governance issues, joint ventures, fundraising and volunteer programs.
Candice has served on nonprofit boards and as a volunteer for numerous nonprofits. In particular, Candice enjoys working with military-related nonprofits that encourage volunteerism, community philanthropy and increased leadership opportunities for military spouses. Having lived overseas, Candice is also familiar with the unique issues faced by U.S. tax-exempt organizations operating overseas and can provide critical guidance on operating globally.
The firm advises nonprofits on the tax and legal implications of every decision the nonprofit makes, from startup through annual return filings and beyond.
Guiding nonprofits through idea formation, entity selection, state and federal exemption requirements, and governance documentation issues.
State entity and incorporation
Federal and state tax-exemption filings
State and local registration requirements
Employment and compensation issues
Analysis and recommendations for operational decisions and compliance issues.
Charitable solicitation registration
Donor disclosure requirements
Unrelated business income issues
Excess benefit transaction analysis
Volunteer program management
Online fundraising and professional fundraisers
Providing end-to-end federal and state tax filing services, from Form 990-series filings to state annual returns and registration paperwork.
Federal tax-exempt organization filings (Form 990-series)
State annual returns
State and local registration filings
Fixing revocation and reinstatement issues
Late and amended returns
Assistance in navigating the tax-exempt filing process from overseas locations.
Analysis of federal and state implications of global nonprofit activities, including fundraising, employment, and scholarship issues.
Ongoing tax and legal compliance support for nonprofits operating globally.