Tax-Exempt Organizations & Charitable Planning

Beller Smith’s broad range of services includes advising charities and private foundations in connection with operations and tax planning. We have significant experience working with families in connection with charitable planning of all kinds, from simple to complex, and from modest to substantial. We bring a special understanding to charitable planning based upon our own philanthropic activities in the Palm Beach County community. The issues may include the following:

  • Formation, creation and organization of private foundations and other tax-exempt entities
  • Preparation of applications for tax-exempt status with the Internal Revenue Service
  • Advising and consulting with the ongoing management of tax-exempt organizations, including issues with self-dealing, reporting requirements, unrelated business tax income and excess benefit transactions and excess business holdings
  • Coordinating and advising on succession planning for tax-exempt entities
  • Ongoing representation of directors and members