- Designed and implemented tax-advantageous estate planning, wealth transfer, and charitable planning strategies for a variety of domestic and international clients.
- Counseled fiduciaries on intricate probate, estate, and trust administration matters.
- Advised tax-exempt public charities and private foundations on a range of issues, including corporate formation and governance, obtaining and maintaining tax-exempt status, compliance with federal tax reporting and charitable solicitation registration requirements, and responses to IRS audits.
- Designed and effectuated preferred organizational structures for hospital systems and other health care entities to optimize tax and governance outcomes in M&A transactions and internal restructurings.
- Assisted nonprofit organizations in securing tax credit financing under the federal New Markets Tax Credit (NMTC) program.
- Prepared an IRS-compliant COVID-19 major-disaster leave bank policy for a private nonprofit college.
Senior Associate,
- Phone: 404.881.4296
- Email: jake.kaplan@alston.com
Jake develops personalized strategies that minimize taxes for his clients and their businesses. His efficient approach guides individuals, healthcare systems and other tax-exempt organizations through the nuanced tax laws and regulations that govern them.