Barclay Collins is a partner in the firm’s tax-exempt organizations and
nonprofit institutions practice group.
He advises tax-exempt clients on a wide range of operational and organizational
matters, including establishing nonprofit and for-profit affiliated entities and
addressing governance, benefits, taxation (including Form 990 compliance and federal
and state tax audits), fiduciary responsibilities, conflicts of interest, executive
compensation, and other regulatory, tax, and corporate aspects related to the
operation of sophisticated exempt organizations. He also advises on establishing and
monitoring grant-making programs, negotiating gift agreements, establishing joint
ventures, negotiating investment agreements, and evaluating related structural
issues to support charitable endeavors in the United States and internationally. His
clients include universities, research institutes, foundations, and non-governmental
organizations.
Barclay has assisted multi-national companies in planning with respect to
US operations, obtaining regulatory guidance, and seeking legislative solutions
for federal income and excise tax issues. He also represents clients (taxable and
tax-exempt) in federal and state tax audits, including with respect to the unrelated
business income tax, executive compensation, donor advised funds, employee
classification, and tax-exempt bonds.
