Lashly & Baer, P.C. represents a variety of tax exempt organizations, including public charities and private foundations.  Our not-for-profit clients include hospitals, allied health care providers, nursing homes, health care foundations, research foundations, grant-making organizations, schools, colleges, libraries, trade associations, professional associations, religious organizations, and a metropolitan mass transit provider.  We represent one of the largest tax exempt foundations in the State of Missouri.

Our attorneys take their role as advisors to tax-exempt organizations seriously.  We put ourselves in our clients' shoes, asking them what they expect from us, and then exceeding those expectations.  We draw on our extensive legal knowledge as well as our practical experience with all types of not-for-profit organizations.  We understand our clients' objectives, and provide the resources and the commitment to make them happen.

Also see Government & Public Agencies.

We regularly address the following legal issues for our clients:

  • Application of Intermediate Sanction rules and Inurement prohibitions

  • Bequest instruments

  • Charitable exemptions from real property and sales tax for nonprofit facilities

  • Charitable Giving programs

  • Conflict of Interest Policy

  • Employee Handbooks

  • Employee welfare benefit programs

  • Endowment funds

  • Formation and Governance

  • Impact of certain activities on tax-exempt status

  • Mergers and Acquisitions

  • Physician compensation arrangements

  • Retirement Plans, deferred compensation, 403(b) plans, 457 plans

  • Secure and maintain Code Sections 501(c)(3) status

  • Tax-exempt and taxable financing

  • Unrelated business income tax