Practice Areas

Nonprofits

Paley Rothman’s attorneys help a wide range of nonprofit organizations to navigate the increasingly complex federal and state regulations affecting them. Our clients include trade associations, public charities, private foundations and supporting organizations. We help these tax-exempt groups to secure and maintain their tax-exempt status while simultaneously ensuring that they avoid prohibited transactions, self-dealing and other activities that may jeopardize their tax-exempt status, or result in the imposition of excise taxes.

The attorneys in Paley Rothman’s nonprofit group are intimately familiar with the IRS and the Internal Revenue Code and work closely with the tax group to ensure that clients receive counsel of the highest quality regarding formation of nonprofits, securing tax-exempt status, general tax advice, and IRS audits or tax controversies. 

Our close collaboration with Paley Rothman’s other practices equips us to provide the highest caliber of counsel on general corporate matters. These include governance issues and liability of key personnel, contracts and severance agreements, representation in litigation or negotiation matters, leases, real estate transactions, banking relationships, regulatory compliance issues, personnel practices and procedures, executive compensation, qualified and non-qualified retirement plans and employee benefits.

We also understand the unique issues affecting private foundations. As counsel, we help foundations to meet minimum distribution requirements, create effective grant agreements, handle disqualifying investments, and, when necessary, negotiate family management.

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News

June 13, 2022

David Shapiro Named The Daily Record’s 2022 Influential Marylanders

We congratulate our Stockholder and Principal David P. Shapiro on being named as one of The Daily Record's 2022 Influential Marylanders.

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Blog

The Iconic Colors of Gilbert Baker

One of the most iconic symbols of the LGBT+ movement is the multi-color Rainbow Flag.  During Pride Month, an even brighter spotlight is placed on the Rainbow Flag when it...

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Awards

Litigation Attorney Trish Weaver accepted the Andrew L. Sonner Diversity Award for upholding the highest standards of the legal profession by encouraging racial and cultural diversity in the hiring, retention and promotion of attorneys. The award was given by the Bar Association of Montgomery County.

Starting in November, HR Director Mandi Baldwin, Senior Legal Assistant/Paralegal Brandon Hallmark, and Attorney Trish Weaver took a Diversity, Equality, and Inclusion Course with the Bar Association of Montgomery County. We are immensely proud of the dedication of these three Paley People and encourage others to Listen, Learn and Teach.

Paley Rothman is proud to announce that three of our distinguished attorneys were named 2022 Washingtonian Top Financial Advisers for the 3rd consecutive time amongst approximately 50 Top Estate Attorneys in the DC Metropolitan area. We are honored to have Jeffrey Kolender, Paula Calimafde, and Michelle Chapin in our sophisticated and caring estate planning and estate administration groups. Both groups are known for their familiarity with cutting edge techniques while providing exceptional service to our clients.

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