North America - United States • Tax
Holland & Knight LLP
Holland & Knight‘s practice advises a diverse client base of nonprofits and tax-exempt groups on the full gamut of relevant matters, with expertise in tax compliance, corporate governance, endowments, and restructurings, as well as audits and other tax controversy issues. Jason Havens and Kelly Hellmuth, both of whom are based in Jacksonville, co-lead the team alongside David Rosenberg and Jonathan Blum, who work from Dallas. Blum, who has a long history in the practice area, joined the firm in February 2023 from Polsinelli PC alongside Andrew Grumet and Christina Cahill, who joined the New York office in August.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
‘The expertise of the Not-for-profit team at Holland & Knight is impressive. They have a way of making us feel confident in our legal solutions. ’
‘Andrew Grumet and Christina Cahill are responsive to our needs. ’
Key clients
- Northern Trust Company
- The Dallas Foundation
- Communities Foundation of Texas
- Silicon Valley Community Foundation
- Susan G. Komen Breast Cancer Foundation
- Wounded Warrior Project
- American Civil Liberties Union Inc.
- Fund II Foundation
- Mill Town
- Jewish Community Foundation of Greater MetroWest, NJ
- Church of the Nazarene Foundation
- SantaFe Healthcare
- Community Foundation of Tampa Bay Inc.
- The Perot Foundation
- The Terry Foundation
- Methodist Health System
- The Catholic Foundation
- Tessitura Network Inc.
- The Darla Moore Foundation
- Highground Advisors
- Erlanger Health System
- National Campus and Community Development Corporation
- The Regents of the University of California
Work highlights
- Advised Silicon Valley Community Foundation on the creation of a state-based fund known as the California Black Freedom Fund.
- Advised an ecosystem of organizations, collectively known as Mill Town, on its initial formation and subsequent restructuring to implement a new impact investment program that serves as a community investment model.
- Represented Erlanger Health in a billion-dollar transaction to convert the multihospital health system from a public, government-owned health system to a privately owned and operated, independent Section 501(c)(3) nonprofit corporation.
Practice head
The lawyer(s) leading their teams.
Jason Havens, David Rosenberg, Kelly Hellmuth, Jonathan Blum