Thomas Simcoe Email & Phone Number

Thomas W. Simcoe advises institutional clients on all aspects of tax and legal matters in the nonprofit/tax-exempt sector, including providing counsel in tax-exempt financing transactions. Representative nonprofit engagements include: providing counsel for the formation of new organizations and obtaining recognition of tax exempt status; obtaining reinstatement of exempt status for organizations that have had their exempt status revoked; creating multi-entity structures with both tax exempt and taxable constituent entities; and advising on mergers and dissolutions. Tom has represented many organizations before the Charities Bureau of the NYS Attorney General. Tom also advises nonprofit clients on matters such as the treatment of UBTI, exempt financing requirements, intermediate sanctions, and matters related to private foundation/public charity status. Examples of organizations represented include charities of all sizes and purposes, higher and lower educational institutions, archives, medical and scientific research organizations, think tanks, national and regional business leagues, social clubs and government instrumentalities. Tom also provides counsel to business clients on federal and state tax matters, including choice of entity, mergers & acquisitions, liquidations, and on issues associated with cost recovery and tax credit programs. Tom represents individuals and businesses in contested tax matters against the IRS and New York State tax authorities.

Listed skills include Legal Research, Litigation, Tax, Estate Law, and 5 others.