Private Client

Exempt Organizations

Experience

Amicus Brief in The Episcopal Church in the Diocese of California, et al. v. Episcopal Senior Communities, et al.

On Behalf of the Friends of the Episcopal Diocese, an unincorporated association of residents served by Episcopal Senior Communities, we submitted an Amicus Brief to the First District of California Court of Appeals. The Amicus sought to reverse the trial court’s judgment because the trial court improperly interpreted and applied the charitable trust doctrine. Our brief explains how, If upheld, the trial court’s erroneous judgement would set precedent for the incorrect application of the Charitable Trust Doctrine, contrary to well-settled law in this state, and would negatively affect nonprofit public benefit corporations state-wide.

Resources

Beneficial State Foundation

Advisor to founders of Foundation created as a bank holding company to advance triple bottom line banking. We advise on all matters related to business and governance structure, tax, employment, corporate, real estate, regulatory and other matters.

Satellite Healthcare, Inc.

Advised Satellite Healthcare on restructuring and governance, as well as tax and regulatory compliance.

Walt Disney Family Foundation and Walt Disney Family Museum

Advised the Walt Disney Family Foundation and Walt Disney Family Museum regarding museum structure, tax and regulatory compliance, and general matters. In February 2015, Cynthia Rowland became a member of the Walt Disney Family Museum’s Advisory Committee, assisting the Museum with outreach and fundraising.

Wells Fargo Bank as Investment Trustee of the Buck Trust

Represented Wells Fargo Bank as Investment Trustee of the Buck Trust, a $1 billion trust, on all legal matters including tax and regulatory compliance.

Firm Highlights

Publication

IRS Dirty Dozen Warnings on Charitable Scams

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . In this episode, Cynthia Rowland highlights some tax schemes designed to exploit both taxpayers and the Treasury. The Internal Revenue Service just wrapped up the...

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Publication

REFRESH: Nonprofit Basics: Overview of Nonprofit Charitable Organization Types: Corporation, LLC, Trust, Association and Fiscal Sponsorship

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . For the next few weeks, we refresh several of the show's earliest episodes. During these dog days of summer, it’s a good time...

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Publication

Back to Compliance: Reinstating Tax-Exempt Status for a Charity

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . In episode 85, Cynthia Rowland addresses the steps needed when a charitable organization has its tax-exempt status revoked by the IRS for failure to...

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Publication

REFRESH: Loot and Private Foundation Rules – Part 2

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . In this episode, I refresh  EO Radio Show  episode 22, the second of our two episodes exploring private foundation rules using commentary on the...

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Publication

Expedited Review of IRS Applications for Recognition of Exempt Status

Welcome to  EO Radio Show - Your Nonprofit Legal Resource .  In Episode 87, Cynthia Rowland covers the rules that apply to a new charitable organization that wants expedited review of its application for...

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Publication

Nonprofit Quick Tip: State Filings in New Mexico and Utah

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . This is the 13th in a series of “Quick Tip” episodes focusing on the details of state registration of nonprofit corporations. In an earlier...

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Publication

Advice for Nonprofit Investment Committees From an Investment Advisor

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . In episode 82, we revisit the duties of directors in managing investment assets. Joining Cynthia Rowland today is Jennifer Nelson, Senior Wealth Manager...

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Publication

Nonprofit Book Review: ABA Guidebook for Directors of Nonprofit Corporations

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . In today’s episode, Cynthia Rowland’s guest is Bill Boyd, one of the editors, along with Lisa Runquist, of the newly published fourth edition of...

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Publication

Nonprofit Quick Tip: State Filings in Oklahoma and Texas

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . This is the 12th in a series of “Quick Tip” episodes focusing on the details of state registration of nonprofit corporations. In previous episodes, we...

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Publication

REFRESH: Loot and Private Foundation Rules – Part 1

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . In this episode, I'm happy to refresh  EO Radio Show  episode 21, the first of our two episodes exploring private foundation rules using the...

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