Kendi E. Ozmon is a trusted advisor to tax-exempt organizations, including colleges, universities, cultural institutions, health care organizations, and corporate and family foundations.
She has obtained tax-exempt status and IRS rulings for numerous clients and provides practical guidance on a wide range of issues these organizations encounter, from day-to-day questions about grant making, filing requirements, and charitable giving to highly sensitive matters involving conflicts of interest, corporate governance, executive compensation, and IRS audits.
Kendi is often lead tax counsel in transactions that involve non-profit organizations, including affiliations, mergers, asset acquisitions and dissolutions, notably advising on tax exemption issues. She is also active in pro bono matters and is a member of the firm’s Pro BonoCommittee.
EDUCATION :
JD, cum laude, Harvard Law School, 2001
EdM, Harvard Graduate School of Education, 1994; Pforzheimer Fellow
AB, magna cum laude, Harvard College, 1992; Phi Beta Kappa
ADMISSIONS : Massachusetts
PROFESSIONAL & CIVIC ACTIVITIES :
Trustee, Massachusetts Continuing Legal Education
Steering Committee, Boston Bar Association Tax-Exempt Organizations Section
Working Group Member, Boston Bar Association Chapter 180 Taskforce
Former Co-chair, Massachusetts Continuing Legal Education Nonprofit Law Conference
Experience :
Tax counsel for multiple tax-exempt health care systems in affiliation transactions, with both non-profit and for-profit parties
Securing abatements of multi-million dollars in penalties and interest from IRS and successfully concluding several IRS audits of universities and their affiliates with no taxes or penalties assessed
Forming and securing tax-exempt status for new parent entities in affiliations and reorganizations of health care systems
Counseling staff of grant-making organizations on navigating private foundation tax rules, including how these rules relate to international grants, advocacy activities and transactions with foundation donors
Providing informed review of drafts of publicly-disclosed IRS and state tax and information filings for non-profit organizations, with special emphasis on the Form 990
Collaborating with charities and their donors to structure venture philanthropy and other giving arrangements.
Cost
Rate : $$$
What types of cases Attorney Kendi Ozmon & Ropes & Gray LLP can handle?
Ropes & Gray LLP can handle cases related to laws concerning Corporate, Tax, Health Care, Mergers & Acquisitions. We manually verify each attorney’s practice areas before approving their profiles and reviews on our website.
Where is Ropes & Gray LLP located?
Ropes & Gray LLP is located at Prudential Tower, 800 Boylston St, Boston, MA 02199, USA. You can reach out to Ropes & Gray LLP using their phone line 617.951.7026. You can also check their website ropesgray.com or email them at Kendi.Ozmon@ropesgray.com.
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