Exempt Organizations
Caplin & Drysdale
Exempt Organizations


The rules governing creation, operation, and dissolution of exempt organizations are technical and careful compliance with these rules is a necessity. If you are an established exempt organization or are thinking of seeking tax-exempt status for your entity, Caplin & Drysdale has the experience you need to accomplish your goals.


William Klimon Elected to American Antiquarian Society
December 11, 2017
Tier 1 Rankings for Caplin & Drysdale's Legal Services in 2018 U.S. News – Best Law Firms' List
November 1, 2017
Bloomberg Quotes Douglas Varley: Government Settles Two Tea Party Suits Over IRS Targeting
October 27, 2017
ABA Names William Klimon Chair of Nonprofit Organizations Committee
October 5, 2017
Caplin & Drysdale Earns Top Ranking in 2018 "Best Lawyers in America"
August 15, 2017
18 Caplin & Drysdale Lawyers Recognized in 2017 Legal 500 Ranking
June 2, 2017
Caplin & Drysdale's Core Legal Services Earn Tier 1 Rankings in "Best Law Firms" for 2017
November 2, 2016
Caplin & Drysdale Listed in "Above the Law's" Tax Firm Power List
July 29, 2016
Bloomberg BNA Quotes Doug Varley on New IRS Rules for Nonprofits
July 9, 2016
Caplin & Drysdale Recognized for Cutting Edge Advice
June 16, 2016 Interviews Trevor Potter on Campaign Finance Reform
April 6, 2016
Patricia Lewis and Anne O'Brien Named in 2016 "Best of the Best" Global Ranking
April 5, 2016
Caplin & Drysdale Attorneys Comment on Chan Zuckerberg Initiative
December 11, 2015
U.S. News & World Report Lists Caplin & Drysdale in "Best Law Firms" for 2016
November 2, 2015
Worldwide Tax Daily Quotes Mark Matthews on Jonathan Pollard and the FBAR Hammer Penalty
July 30, 2015
Caplin & Drysdale Named Top Tier Firm for Tax Controversy
June 8, 2015
Worldwide Tax Daily Quotes Mark Matthews on FATCA: Swatting Flies With Atom Bombs
April 2, 2015
Caplin & Drysdale Elects Three New Members
February 2, 2015
Caplin & Drysdale Receives High Rankings from 2015 U.S. News-Best Law Firms
November 4, 2014
Exempt Organizations Group Hosts Nonprofit Leaders
October 6, 2014
With Its Founders, Caplin & Drysdale Celebrates 50 Years of Excellence
July 23, 2014
Clients and Peers Recommend Caplin & Drysdale in 2014 Legal 500 Ranking
July 1, 2014
The Washington Post Lists Caplin & Drysdale Attorneys Among the Top Attorneys in D.C.
April 30, 2014
Caplin & Drysdale Strengthens Global Tax and Litigation Services
January 8, 2014
Caplin & Drysdale Hosts National ACC Webcast on the Impact Economy
October 9, 2013
Firm Client Open Source Digital Voting Achieves 501(c)(3) Status After Six-Year Battle with IRS
August 8, 2013
Vault Ranks Caplin & Drysdale a Top Tax Practice for 2014
July 16, 2013
The Legal 500 Recommends Caplin & Drysdale As a Leading Firm For 2013
June 3, 2013
Super Lawyers Lists Nineteen Caplin & Drysdale Attorneys
April 29, 2013
Trevor Potter Discusses Dissolving a Super PAC on The Colbert Report
November 12, 2012
U.S. News Recognizes Caplin & Drysdale With Top Ranking
November 8, 2012
Trevor Potter Quoted on Campaign Finance
October 5, 2012
Chambers and Legal 500 Recognize Caplin & Drysdale in 2012 Top Rankings
June 12, 2012
Trevor Potter Quoted in The Boston Globe, Super PACs' Impact Growing
December 20, 2011
2012 Tax Directors Handbook Ranks Caplin & Drysdale as Leading Tax Law Firm
December 1, 2011
Bryson Morgan Quoted in MSNBC, Sports Fans Play the Washington Game
October 28, 2011
NPR's "All Things Considered" Interviews Trevor Potter on SuperPACs
September 3, 2011
The Best Lawyers in America Ranks 19 Caplin & Drysdale Attorneys as Leaders in Their Field
September 1, 2011
The Washington Post Quotes Trevor Potter and Matthew Sanderson on Group Shapes Debate on College Football Championship, Despite Tiny Budget
August 17, 2011
Chambers and Legal 500 Recognize Caplin & Drysdale in 2011 Top Rankings
June 16, 2011
Douglas Varley Joins Audubon Board
May 17, 2011
Matthew Sanderson's PlayoffPAC Keeps Pressure on BCS
May 11, 2011
Douglas Varley Is Quoted in Bloomberg on AARP's Tax Exempt Status
March 30, 2011
Caplin & Drysdale Promotes Four Attorneys to Membership in the Firm
February 1, 2011


William Klimon Discusses Board Responsibilities at Nonprofit BoardCon
January 24, 2018
William Klimon Discusses Alternatives in Nonprofit Governance at 501 Forum Program
November 2, 2017
William Klimon Discusses Alternatives in Nonprofit Governance at 2017 BoardSource Leadership Forum
October 20, 2017
Sharon Want Examines Fundamentals of Nonprofit Governance at NBI Seminar
September 14, 2017
William Klimon to Speak on Recruitment and Retention of Board Leaders at Nonprofit HRCon
August 3, 2017
William Klimon to Speak on Nonprofit Bylaws at NBI Teleconference
June 29, 2017
William Klimon to Speak on Self-Regulation and Transparency for Nonprofits at 3rd Annual Nonprofit OpCon
June 15, 2017
William Klimon to Speak on Disaster and Emergency Planning for Nonprofits at 501 Forum Breakfast
May 4, 2017
William Klimon to Speak on Nonprofit Corporate Governance at Nonprofit BoardCon
January 18, 2017
William Klimon to Speak at Breakfast on M&A Issues for Nonprofit Organizations
October 19, 2016
William Fournier to Speak at ABA Business Law Section Annual Meeting
September 9, 2016
William Klimon to Present a Boot Camp for Tax Exempt Organizations at NBI
August 5, 2016
Douglas Varley to Speak on Self-Dealing Issues at Georgetown University Law Center
April 29, 2016
William Klimon to Speak on Nonprofit Corporate Governance at The Future of Community 2016 Annual Conference
April 10, 2016
Christopher Rizek to Chair Tax Controversy CLE
October 8, 2015
William Klimon to Chair CLE Program for The 2015 ABA Business Law Section Annual Meeting
September 18, 2015
Mark Matthews to Speak on Compliance Initiatives and Voluntary Disclosure
August 14, 2015
James Wehner and Sharon Want to Speak at Nonprofits and Associations Forum
July 15, 2015
Sharon Want to Speak on Forming, Governing, and Taxing Nonprofit Entities at ALI CLE
June 24, 2015
Christopher Rizek to Serve on Planning Committtee for 7th Annual Tax Controversy Forum
June 5, 2015
William Klimon to Present on Ethical Traps for EOs
June 5, 2015
William Klimon to Present on Nonprofit Board Governance and Liability
June 5, 2015
Mark Matthews to Speak on Pro Bono & Tax Clinics Panel
May 9, 2015
Douglas Varley to Speak on Private Foundations Panel
January 30, 2015
Walter Slocombe to Speak on the ISAB Report on U.S.-Russia Relations
January 15, 2015
William Fournier to Speak on Form 990 and Other IRS Reporting Issues
October 1, 2014
William Klimon to Speak on Documenting Resource-Sharing Arrangements
October 1, 2014
William Klimon to Present Webinar on Governance Structures for Religious Orders
September 19, 2014
William Klimon Presents on the Nuts and Bolts of Tax Exempt Organizations
July 28, 2014
William Fournier to Speak at D.C. Bar Program
May 21, 2014
William Klimon and Sharon Schick to Speak at RCRI Webinar
February 21, 2014
Joanne Youn to Speak at RCRI Webinar
November 15, 2013
William Klimon to Speak at BoardSource Leadership Forum
November 7, 2013
William Klimon to Host Live ACC/WMACCA National Webcast on Social Impact Investing
October 16, 2013
William Klimon to Speak at National Business Institute Seminar
July 29, 2013
William Klimon to Discuss the Incorporation Process
July 3, 2013
William Klimon to Present Restructuring Program at NBI
July 3, 2013
Douglas Varley to Speak at Dallas CPA Society Conference - Convergence 2013
May 8, 2013
Douglas Varley to Speak at Georgetown Law Center Conference on Issues in Nonprofit Governance
April 24, 2013
William Klimon to Discuss Startup Practicalities
October 21, 2012
William Klimon to Present BoardSource Year in Review Program
September 21, 2012
Douglas Varley to Speak at ABA's 2012 Joint Fall CLE Meeting
September 14, 2012
William Klimon to Discuss Franchise and Fair-Dealing Laws
September 2, 2012
William Klimon Present WMACCA Program on Related Organizations
September 1, 2012
William Klimon to Present Program on Nonprofit Corporate Governance
March 1, 2012
William Klimon to Discuss Multi-Level Nonprofit Organizations
August 1, 2011
William Klimon to Discuss Keeping Tax-Exempts in Compliance
July 8, 2011
William Klimon to Present Board Diversity Program on Nonprofit Governance
July 1, 2011
Trevor Potter and Douglas Varley Present Audio Conference Panel
January 29, 2010
William Klimon to Present Program on Practical Strategies
February 1, 2006
William Klimon to Discuss When Partnerships Don't Work
November 1, 2005


Attributes of Excellence: Governance, Risk Management, and Compliance of Health Care Organizations
January 25, 2017
IRS Criminal Investigation: A National Asset Being Damaged
March 14, 2016
Applying Tobacco Tax Lessons to Sugary Drinks
August 27, 2015
The Need for Federal Oversight of Tax Preparers
August 10, 2015
HR1104 Would Unintentionally Eliminate Private Foundation Safeguards
June 16, 2015
A New Tax-and-Spend Strategy to Fight Obesity
January 6, 2014
Business Ethics
January 1, 2013
'Do you have that new church app for your iPhone?' Making the Case for a Clearer and Broader Definition of Church Under the Internal Revenue Code
January 1, 2013
A Deeper Democracy Begins with Proper Elections: Citizens United, the Rise of the Super PAC and the Loss of Electoral Integrity in the US
December 20, 2012
Re-Membering The Nonprofit -- Uses of Members in Corporate Governance
December 1, 2012
Planning for Co-Investments Between a Private Foundation and a Disqualified Person
January 1, 2012
Business, Values, and Law: Forging a New Dialogue
August 30, 2011
Advertising Liability: A Growing Risk Management Concern
January 1, 2011
To Tweet or Not to Tweet: Twitter, Broadcasting, and Federal Rule of Criminal Procedure 53
January 1, 2011
Using Subsidiaries to Hold and Manage Real Property
July 1, 2010
When Diversity Meets the Global Market: Forging a New Generation of Business Leaders
April 30, 2010
Private Foundations and the Protection of Assets
June 1, 2009
The Legal Framework for Not-for-Profit Organizations in Central and Eastern Europe
February 1, 2009
Federal Tax Laws Affecting Political Activity and Lobbying by Tax-Exempt Charitable Organizations
January 1, 2008
'Prior Work' Can Create Ethical and Malpractice Risk
December 1, 2007
IRS Sends Mixed Messages to Nonprofis
October 16, 2007
Thou Shalt Not Profit, Part I: New Penalties for Tax-Exempt Entities and Managers
September 8, 2006
Revisiting the Hospital Admissions Agreement in Light of the State Charity-Care Litigation
August 26, 2005
The Delegation of Investment Authority by Nonprofit Corporate Boards Under UMIFA
January 1, 2005
Stop the Presses (Book Review)
September 1, 2004
The United States Law of Charities: A Summary
January 1, 2004
Taxpayer Privacy and Disclosure Issues Will Continue to Touch Us All
December 1, 2002
Treasury Department Closing the Door on Tax Shelters
August 5, 2002
The Disclosure Debate Rages On … And On
October 16, 2000
Important Points to Remember: The Disclosure Debate
October 9, 2000
Tax-Exempt Bond Issuers Should Welcome an Excise Tax
June 1, 2000
Responses to the 'Lurking Marriage Penalty'
October 4, 1999

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