Dale has extensive experience in the area of nonprofit and tax exempt entities, and works with a wide range of exempt organizations, including charities, social service agencies, cultural and civic institutions, educational organizations, foundations, health organizations, clubs and associations, and religious organizations.
His work includes advising on such topics as exemption applications; unrelated business taxable income (UBTI); permissible political and lobbying activities; governance disputes; drafting and revising bylaws and other corporate policies; protection and licensing of intellectual property; director and officer liability protections; drafting of waivers, releases and consents; special rules pertaining to supporting organizations; excess benefit transactions and the intermediate sanctions rules; issues of private inurement and private benefit; loss and reactivation of corporate and/or tax exempt status; and special rules applicable to private foundations (e.g., self-dealing transactions, jeopardizing investments, excess business holdings and taxable expenditures).
