Tomer Inbar

Partner, Patterson Belknap Webb & Tyler

Tomer Inbar represents U.S. and international tax-exempt organizations (and for profit organizations that deal with them) in a broad range of structural and operating matters, including obtaining and maintaining tax-exemption, tax and corporate issues, impact and charitable investing, regulatory compliance, governance, operational policies and procedures, IRS audits and state attorney general investigations, unrelated business income tax issues, and executive compensation matters.

He regularly advises on an array of transactions and structures involving tax-exempt organizations, including joint ventures and the establishment of for-profit subsidiaries, corporate restructuring, mergers and acquisitions, program related investments, charitable fund formation, establishing accelerators and incubators, hybrid structures and licensing and service arrangements.

Among Mr. Inbar’s clients are private foundations and public charities, including colleges and universities, environmental conservation groups, economic development organizations, advocacy groups and museums and cultural institutions, many of which are active worldwide.

Mr. Inbar is a regular speaker at programs for tax-exempt organizations. Recent topics have focused on structuring program and mission related investments, charitable investment funds, lobbying and political campaign activities, the fiduciary aspects of program and mission relating investing, aggregating capital for social good, charitable issues relating to energy and the environment, crisis management and communications, and board governance considerations and liability concerns. Mr. Inbar is Co-Chair of the planning committee for the University of Texas Nonprofit Organizations Institute.


Sessions

Private foundations are NOT like public charities in one major way. Private foundations are subject to the IRC §507 termination tax. Never heard of it? Come to this session! A private foundation More