Sam Ackerberg Email & Phone Number

New York, United States

New York, New York, United States

Assists 501(c)(3) private non-operating foundations on a range of tax & legal matters, including but not limited to:- Navigating compliance questions related to asset transfers, contributions, compensation, direct charitable activities, fundraising, governance, investments, program related investments, and real estate; - Reviewing investments, grant agreements, and expenses to ensure compliance with self-dealing, minimum required distributions, excess business holdings, jeopardizing investments, and taxable expenditure rules.- Facilitating advanced grantmaking by drafting applications for advanced IRS approval of programs to make grants to individuals, scholarships, fellowships, and award programs. - Resolving legal issues that impact 990-PF returns of private foundations and participate in preparation of 990-PF, Form 4720 Return of Certain Excise Taxes Under Chapter 41 and 42 of the Code. - Preparing the 1023 application to obtain federal tax-exempt status for Foundations.

Manage grant processes for a national education policy organization. Ensure external grant communications are in compliance with IRS regulations on permissible 501(c)(3), 501(c)(4), and Federal PAC) activities. Research and cultivate relationships with private foundations. Conduct contract review for grants; implement systems to capture large amounts of information and programmatic impact data from the policy, communications, finance, and operations teams; translate that data into compelling written collateral for internal and external audiences.

New York, New York, United States

Under supervision, represented indigent clients in criminal appeals and post-conviction proceedings in the Appellate Division, First Department through written advocacy. Reviewed transcripts and file papers from lower court proceedings to identify legal issues and assess strategy; researched potential issues for appeal; presented case to colleagues; developed legal argument into a brief submitted to the appellate court.

New York, New York, United States

Developed a system to ensure trial attorneys prepared and filed paperwork necessary to perverse their client’s right to appeal. Prepared notices of appeal and assignment of counsel papers for clients and filed paperwork with the courts.

Bronx, New York, United States

Conferred with prosecutors, public defenders, and clients in arraignments to discuss charges and alternatives to incarceration. Advocated for alternative sentencing to judge when appropriate. Conducted client intakes post-judgment to enroll in community service, social service, and alternative treatment programs.

New York, New York, United States

Drafted motion papers for this personal injury law firm. Met with potential clients to assess merits of legal claims. Filed paperwork with New York Supreme Court. Investigated cases.

Queens, New York, United States

Assisted in litigation and transactional matters for a real estate developer. Drafted motions, holdover petitions, reviewed commercial and residential real estate contracts, and conducted legal researchfor the in-house litigation team.

New York, New York, United States

Researched motions and civil issues including subrogation actions, personal injury suits, medical malpractice claims, and contract disputes in commercial and residential real estate transactions. Drafted Opinions for the Judge and assisted with pre-trial conferences.

Bronx, New York, United States

Worked with team of investigators and attorneys to prepare cases for trial. Researched and identified witnesses in order to take witness statements. Visited crime scenes and took photographs and obtained video surveillance footage. Drafted and served subpoenas for medical documents and police files.

Doctor Of Law - Jd

Bachelor Of Arts - Ba, Political Science And Government

Education record