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Gene Takagi

Tax Attorney at San Francisco, CA

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About Gene

Learn Gene’s areas of practice.

4
Practice areas
  1. Tax
    50%
    Tax exempt organizations.

    21 years

  2. Corporate and incorporation
    30%
    Nonprofit corporations.

    21 years

  3. Contracts and agreements
    10%
    Grant agreements, fiscal sponsorships, joint ventures, mergers, service agreements, etc.

    21 years

  4. Mergers and acquisitions
    10%

Gene Takagi is a Principal at NEO Law Group, Contributing Publisher of the Nonprofit Law Blog, and a P/T Lecturer at Columbia University. At NEO, Gene has represented over 800 nonprofit organizations on corporate, tax, and charitable trust law matters. Gene is a popular writer on nonprofit legal topics and has been published by The New York Times, The Nonprofit Quarterly, The Chronicle of Philanthropy, The Nonprofit Times, Taxation of Exempts, EO Tax Journal, and ALI-ABA. He is also a popular speaker who has presented at conferences for Independent Sector, BoardSource, the National Association of Attorneys General / National Association of State Charity Officials, CalNonprofits, Net Impact, the American Bar Association, the Western Conference on Tax Exempt Organizations (WCTEO), Georgetown Nonprofit Governance, the Northern California Planned Giving Council, he National Network of Fiscal Sponsors, and numerous local and regional bar and CPA associations. In addition, Gene has been a regular contributor to Tony Martignetti Nonprofit Radio since 2010.

Gene's professional experiences are diverse: corporate attorney for Sheppard Mullin Richter & Hampton LLP, professor of nonprofit law at the University of San Francisco, assistant professor at Saint Mary's University of Minnesota, director of the medical and behavior divisions of the San Francisco SPCA, management consultant for Allders International (specialty retail), and managing director of Suki's International (beauty/education). This background helps him provide clear, understandable legal advice with an appreciation of the relevant business issues. Gene, a graduate of UCLA School of Law and of USF's Master of Nonprofit Administration program, is a recipient of multiple awards for his work, including Outstanding Nonprofit Lawyer (American Bar Association, Nonprofit Organizations Committee, 2016), Outstanding Barrister of the Year (Bar Association of San Francisco) and Northern California Super Lawyer (2015-2021). He currently serves on the boards of BoardSource and The Nonprofit Quarterly; the planning committee of the WCTEO; and the board of advisors of the Center on Philanthropy and the Law at NYU School of Law. Gene previously served on the boards of CompassPoint, Community Initiatives, Net Impact, JCYC, the Barristers Club of the Bar Association of San Francisco, and the Public Policy Committee and John W. Gardner Leadership Award Committee of Independent Sector.

Photos and videos

Licensed for 21 years
State CA
Status Active
Acquired 2001
Updated 12/05/2022

We have not found any instances of professional misconduct for this lawyer.

Contact Gene

NEO Law Group
535 Mission St. - 14th Floor
San Francisco, CA, 94105

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Cost

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Contact for Details

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Part-Time Lecturer
  • Columbia University
  • 2019 - Present
  • Principal
  • NEO Law Group
  • 2005 - Present
  • Assistant Professor
  • Saint Mary's University of Minnesota
  • 2018 - 2020
  • Associate
  • Sheppard, Mullin, Richter & Hampton LLP
  • 2001 - 2004
View all work experience

Education

  • University of California at Los Angeles School of Law
  • JD - Juris Doctor
  • 2001
  • University of San Francisco
  • MA - Masters
  • 1998
  • University of British Columbia
  • BS - Bachelor of Science
  • 1994

Associations

  • Center on Philanthropy and the Law at NYU School of Law
  • Advisory Board Member
  • 2021 - Present
  • BoardSource
  • Director
  • 2020 - Present
  • The Nonprofit Quarterly
  • Director
  • 2018 - Present
  • Western Conference on Tax-Exempt Organizations
  • Planning Committee Member
  • 2016 - Present
  • CompassPoint
  • Director, Secretary (2017, 2018)
  • 2015 - Present
  • American Bar Association
  • Member
  • 2002 - Present
  • Bar Association of San Francisco
  • Member
  • 2002 - Present
  • State Bar of California
  • Member
  • 2001 - Present
  • Independent Sector
  • Committee Member, John W. Gardner Award Committee
  • 2019 - 2019
  • Independent Sector
  • Public Policy Committee Member
  • 2015 - 2016
  • Social Enterprise Alliance
  • Member
  • 2009 - 2011
  • Community Initiatives
  • Director, Secretary
  • 2008 - 2014
  • Northern California Planned Giving Council
  • Member
  • 2007 - 2011
  • Japanese Community Youth Council
  • Director
  • 2006 - 2010
  • Net Impact
  • Director
  • 2005 - 2008
  • Young Nonprofits Professional Network - SFBA
  • Director
  • 2005 - 2005
  • California Association of Nonprofits
  • Member
  • 2005 - 2007
  • Bar Association of San Francisco's Barristers Club
  • Director
  • 2004 - 2006
View all associations

Languages Spoken

  • English

Honors and Awards

  • Northern California SuperLawyer
  • SuperLawyers
  • 2021
  • Northern California Super Lawyer
  • Super Lawyers
  • 2020
  • Northern California Super Lawyer
  • Super Lawyers
  • 2019
  • Northern California Super Lawyer
  • Super Lawyers
  • 2018
  • Northern California Super Lawyer
  • Super Lawyers
  • 2017
  • Outstanding Nonprofit Lawyer
  • American Bar Association, Nonprofit Organizations Committee
  • 2016
  • Northern California Super Lawyers
  • Super Lawyers
  • 2016
  • Northern California Super Lawyer
  • Super Lawyers
  • 2015
  • Fukkatsu (Resurrection) Award
  • Nichi Bei Foundation
  • 2014
  • Outstanding Volunteer in Public Service
  • Bar Association of San Francisco
  • 2010
  • Outstanding Volunteer in Public Service
  • Bar Association of San Francisco
  • 2008
  • Outstanding Volunteer in Public Service
  • Bar Association of San Francisco
  • 2006
  • Outstanding Barrister of the Year
  • Bar Association of San Francisco
  • 2003
  • Outstanding Volunteer in Public Service
  • Bar Association of San Francisco
  • 2003
  • Mayor's Commendation
  • Mayor of Newark, California
  • 2003
View all awards

Publications

  • Candid Blog
  • Nonprofits in trouble: the fiscal sponsorship option
  • 2020
  • Candid Blog
  • Nonprofit mergers: motivations
  • 2020
  • EO Tax Journal
  • Crowdfunding: Considerations and Issues for Nonprofits
  • 2016
  • Taxation of Exempts
  • Group Exemptions Demystified
  • 2008
  • The Practical Lawyer
  • Corporate Governance for Nonprofits
  • 2008
View all publications

Speaking Engagements

  • Western Conference on Tax-Exempt Organizations
  • Step Out and Vote for Me: Nonprofits and Campaign Activity
  • 2019
  • Webinar
  • Practical Strategies to Increase Board Diversity
  • 2019
  • Webinar
  • Earned Income Issues and Guidance for California Nonprofits
  • 2019
  • The Sanford Institute of Philanthropy
  • Governance and Diversity, Equity, and Inclusion
  • 2019
  • Social Enterprise Law Seminar
  • Affiliations Between Nonprofits and For-profits: Possibilities and Problems,
  • 2019
  • Northern California Planned Giving Council Annual Conference
  • DEI, Governance, and Grantmaking
  • 2019
  • Digital Civil Society Lab
  • Predictapalooza: Civil society forecast 2019
  • 2019
  • CLE
  • The Role of Ethics in Public Service
  • 2019
  • CLE
  • Lawyers Serving on a Non-Profit Board: Issue Spotting and 2019 Ethics Update
  • 2019
  • Western Conference on Tax-Exempt Organizations
  • Cryptocurrencies
  • 2018
  • Webinar
  • Social Media: Legal Issues & Practical Guidance for Nonprofits
  • 2018
  • Webinar
  • Representing Charitable Nonprofits: Formation and Exemption
  • 2018
  • Webinar
  • Crowdfunding and Your Charity: Legal Traps and Tips from a Nonprofit Lawyer
  • 2018
  • Georgetown Nonprofit Governance
  • Strategic Advocacy Using Affiliated 501(c)(3)and 501(c)(4) Organizations
  • 2018
  • Financial Professionals Network
  • Big Changes to the Tax Law
  • 2018
  • CalNonprofits Annual Convention
  • Nonprofit Law: Ch-ch-ch-changes!
  • 2018
  • ABA Bar Leadership Institute
  • Risk Management
  • 2018
  • Webinar
  • Earned Income Issues and Guidance for California Nonprofits
  • 2017
  • Webinar
  • Nonprofit Social Media Policy: What Should be Addressed?
  • 2017
  • National Association of Attorneys General / National Association of State Charity Officials Annual Conference
  • Crowdfunding
  • 2017
  • Nonprofit Interest Group, South Bay Meeting
  • Nonprofit Legal Structures and Compliance Issues
  • 2015
  • Hot Topic Call - NNFS
  • Risk Assessment for Model A Fiscal Sponsors
  • 2015
  • CEB Webinar
  • Nonprofit Law: Hot Topics,
  • 2015
  • Meeting of the Nonprofit Organizations Committee
  • Hot Topics in Fiscal Sponsorship
  • 2014
  • Seminar - SF Conservatory of Music
  • Nonprofit Organizations for Musicians
  • 2012
  • Nonprofit Webinars
  • Earned Income 101 for Nonprofits
  • 2012
  • Continuing Education of the Bar
  • Organizing and Advising Nonprofits
  • 2012
  • Briefing - CompassPoint
  • Benefit & Flexible Purpose Corporations
  • 2012
  • State Bar of California, Business Law Section, Nonprofit Organizations Committee
  • Hybrid Social Enterprises
  • 2011
  • Seminar - Foundation Center
  • Legal Issues for Nonprofit Startups
  • 2011
  • Seminar - CalCPA
  • Lobbying and Advocacy Activities of Exempt Organizations
  • 2011
  • Seminar - CalCPA
  • Lobbying and Advocacy Activities of Exempt Organizations
  • 2011
  • merging Leaders Program
  • Compliance
  • 2011
  • Conference
  • Fiscal Sponsorship for Arts Organizations
  • 2011
  • CompassPoint Nonprofit Day
  • Adopting Earned Revenue Strategies to Bolster Revenue
  • 2011
  • CLE - SBCBA
  • Social Enterprises
  • 2011
  • CLE - BASF
  • Duties and Responsibilities of Serving on a Nonprofit Board
  • 2011
  • CLE - BASF
  • Understanding the L3C
  • 2011
  • CLE - BASF
  • Starting & Representing a Nonprofit - Pro Bono Issues
  • 2011
  • Bar Leadership Institute
  • Legal Risks for Nonprofit Boards
  • 2011
  • Annual Conference
  • Social Enterprises
  • 2011
  • VLSP
  • Nonprofit Dissolutions, Mergers & Consolidations
  • 2010
  • USF MBA Nonprofit Management Class
  • Nonprofit and Tax-Exempt Organizations Law
  • 2010
  • Stanford Poli Sci Civil Society Class
  • Legal Foundations of Civil Society
  • 2010
  • Seminar
  • Alternatives to Starting a Nonprofit
  • 2010
  • ReVisioning Value
  • Social Enterprise
  • 2010
  • NAMI-California Annual Meeting
  • 501(c)(3) Compliance
  • 2010
  • Marin Community Foundation Social Change Grantees
  • Nonprofit Advocacy Law
  • 2010
  • CVNL Emerging Leaders Program
  • Legal Issues Affecting Nonprofits
  • 2010
  • Stanislaus County Bar Association
  • Serving on a Nonprofit Board
  • 2009
  • Seizing the Moment
  • Nonprofit News Media and L3Cs
  • 2009
  • Northern California Planned Giving Council
  • Social Enterprises
  • 2009
  • National Network of Fiscal Sponsors Annual Gathering
  • Legal Forum
  • 2009
  • Bar Association of San Francisco Continuing Legal Education
  • Duties & Responsibilities of Serving on a Nonprofit Board
  • 2009
  • American Bar Association, Business Law Today
  • Responsibilities & Duties of Directors of Nonprofits
  • 2009
  • Lawyers Committee for Civil Rights
  • Effective Representation of Pro Bono Clients
  • 2008
  • Barristers Club - Tax & Pro Bono
  • Nonprofit Governance
  • 2008
  • Bar Association of San Francisco
  • Tax & Employment Issues Affecting Charities
  • 2008
  • Western Museums Association Annual Meeting
  • Nonprofit Governance
  • 2007
  • Foundation Center
  • Earned Income & Nonprofits
  • 2007
  • CompassPoint
  • Charitable Solicitations
  • 2007
  • CBO Center
  • Earned Income & Nonprofits
  • 2007
  • Barristers Club Tax & Pro Bono
  • Nonprofit Governance
  • 2007
  • ABA Annual Meeting
  • Nonprofit Governance
  • 2007
View all speaking engagements

Attorney endorsements

Received (4)
Given (11)
Endorse Gene
Corporate and incorporation Attorney | Oct 25
Relationship: Fellow lawyer in community
"Gene is one of the best lawyers you can hire when it comes to non-profits. He fully understands the industry and is easy to deal with. I recommend him highly."
Business Attorney | Jun 20
Relationship: Fellow lawyer in community
"I endorse this lawyer's work. Gene Takagi brings a great deal of expertise to any non-profits's legal and business challenges."
Tax Attorney | Jun 20
Relationship: Fellow lawyer in community
"I endorse this lawyer's work."
Business Attorney | Apr 02
Relationship: Fellow lawyer in community
"I have come to know Gene in the past year and have even learned from him on several matters. Aside from his professional competence, he is also extremely dedicated to his clients and to serving the nonprofit industry."
Trademark application
Employment and labor
Employment and labor
Corporate and incorporation
Corporate and incorporation