Morgan, Lewis & Bockius LLP fields a team capable of acting on behalf of prominent charities, foundations, funds, and educational institutions. The department advises on the full array of tax issues faced by clients both domestically and in overseas operations, in addition to covering a range of corporate transactions. Jointly leading the department are Celia Roady and Ann Battle in Washington DC alongside New York lawyer Megan Bell and Tomer Inbar, who works between DC and New York. Roady advises on operational matters such as the structuring of grants, Battle handles investments and corporate governance, Bell is a key contact for issues relating to formation and restructuring, and Inbar advises on corporate transactions in the space. Caroline Waldner in DC has experience in audits and advises on ongoing tax compliance, while Lauren Simpson, who is based in New York has particular expertise in lobbying and political campaign issues. Also in New York is Casey Oetgen, whose practice covers investment structuring matters.
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Celia Roady, Tomer Inbar, Megan Bell, Ann Batlle