Baker & Daniels lawyers work with educational institutions to ensure compliance with tax laws. Our capabilities include:
- Guidance on unrelated business income tax issues as they relate to the operation of educational institutions;
- Drafting IRS ruling requests on contemplated transactions;
- Advice and counsel on annual, capital and deferred giving development programs, including drafting agreements for charitable remainder and lead trusts, gift annuities, and pooled income funds; and
- Representation on state income, sales and use, and property tax exemption matters.