Karen Lewit Dunn

Practice Emphasis

• Tax planning for not-for-profit organizations and private foundations
• Preparation and review of not-for-profit organization returns
• Consulting with regard to tax exemption issues, qualifying for and maintaining tax exemption, excess benefit transactions, and executive compensation
• Preparation and review of applications for recognition of exemption
• Minimizing excise and unrelated business income tax exposure

Proven Results

• Facilitated new organizations in the organizational process from incorporation through obtaining a determination of tax exemption status.
• Obtained reinstatements of exemption for organizations automatically revoked for failure to file annual returns.
• Obtained corrections or changes of organizations’ public charity or private foundation status with the IRS.
• Successfully represented not-for-profit organizations in negotiations with the IRS regarding qualification for exemption and reducing unrelated business income tax liability.
• Practical Guide to the Form 990 by Clark Nuber, an on-line treatise published by CCH, contributing writer/editor.
• Clark Nuber Not-for-Profit Newsletter, contributing writer/editor.