Morgan, Lewis & Bockius LLP

Morgan, Lewis & Bockius LLP provides tax-exempt organizations and their funders, founders, fiduciaries, and strategic partners with deep knowledge of the tax sector, as well as other critical non-tax areas affecting the industry and its stakeholders. The practice handles, among others, program-related and social impact investments, tax exemption and controversies, and matters related to for-profit subsidiaries. The team is jointly led by Celia Roady and Ann Battle in Washington DC, along with Megan Bell in New York and Tomer Inbar, who splits his time between the New York and Washington DC offices. Roady assists private foundations and public charities with operational and programmatic issues, while Battle advises tax-exempt organizations on grantmaking and impact investments. Bell is well-versed within formation and restructuring, as well as corporate governance. Inbar helps clients with issues, structures, and programs in the areas of economic development, poverty alleviation, and education. Caroline Waldner, a key member of the Washington DC office, focuses on ongoing compliance with applicable tax laws and compensation-related matters.