Illinois Non-Profit Attorney and Estate Planning Attorney Practice Areas
Where legal and tax planning concerns meet
As both a CPA and a lawyer, I am particularly proficient in the tax codes and related regulations that apply to individuals, businesses, and non-profit organizations.
Services for Non-Profit Organizations
My experience and service in the not-for-profit sector allows me to offer strategic consulting, training, and comprehensive legal and tax planning services to your group or institution. As part of my law practice, I specialize in the following, but not limited to, areas:
- Strategic advice for charities and other non-profit groups
- Nonprofit incorporation
- Organizational structuring
- Nonprofit bylaws
- Board resolutions & governance
- Tax-exempt applications
- Contracts & leases
- Fundraising regulations
- Complex charitable gifts
- Form 990 Preparation for small nonprofits
- Fiscal sponsorship
- Unrelated business income tax (UBIT)
- Tax reporting
- Nonprofit regulatory compliance
- Lobbying & political activity regulations
- For-profit and not-for-profit subsidiaries
Services for Estate Planning
I’ll work with you to devise a comprehensive estate plan providing for your heirs while minimizing the tax burden of passing your assets to your family. Some of the areas in which I can help you include:
A sound future based on solid legal and tax planning advice
For tax and estate planning advice from an experienced legal and financial professional, or help with all the matters surrounding the forming and growing of your non-profit organization, contact my office—James C. Provenza, PC—in Glenview, IL.
I am also available to meet with you as needed in Deerfield, Chicago, and Oakbrook. If necessary, I can also come to your home to work with you.