Loeb & Loeb LLP acts for prominent nonprofits across numerous sectors, including education, healthcare, and conservation, with expertise handling the full spectrum of tax matters. The group handles all aspects of tax compliance, in addition to covering audits and investigations and advising on marketing and corporate governance. Jointly leading the team are Diara Holmes of Washington DC, Jason Lilien of New York, and Leah Bishop, who is based in Los Angeles. Other core team members in DC include Marcus Owens, who has significant experience in the practice area and previously worked within the Exempt Organizations Division of the IRS, and Neil Lefkowitz, who is noted for his ability to provide tax advice in the context of education sector M&A. In Los Angeles, Stuart Tobisman is regularly sought out by high net worth individuals for estate and tax planning advice. New York-based Talia Metson made partner in early 2024 and has experience advising nonprofits of all sizes, including religious entities and health care groups. Kimberley Eney joined the DC office from Morgan, Lewis & Bockius LLP in July 2023.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

‘Unique practice ability and extraordinary follow through.’
‘Neil Lefkowitz is thorough, reasonable, effective, consistent, and flexible.’
‘Our counsel was incredibly informed, wise, and pleasant to work with.’
‘Neil Lefkowitz stood out for his deep industry expertise, kind demeanor, and high level of professionalism. He was deeply committed to us and somehow almost always available.’

Key clients

NAACP, Inc.
NAACP Empowerment Programs
Humane Society of the US
Mother Cabrini Health Foundation
March for Our Lives Foundation
March for Our Lives Action Fund
New York State Catholic Health Plan
Special Olympics
Oceana and Oceana Action
Conservation Fund
Oprah Winfrey and The Oprah Winfrey Charitable Foundation
Disinformation Index
Caleb Williams and Caleb Cares Foundation
Presidio Graduate School
St. Augustine College
Drexel University
Jessup University

Work highlights

Advised Oprah Winfrey and The Oprah Winfrey Charitable Foundation on establishing the People’s Fund of Maui in the aftermath of the wildfires in Maui in August 2023
Advised Mother Cabrini Health Foundation as outside general counsel.
Represented nonprofit universities in their mergers, including Presidio Graduate School in its merger with the University of Redlands and St. Augustine College in its merger with Lewis University.

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