Tomer Inbar represents U.S. and international tax-exempt organizations (and for-profit organizations that deal with them) in a broad range of structuring, compliance and operating matters, including obtaining and maintaining tax-exemption, tax and corporate issues, impact and charitable investing, commercial endeavors, regulatory and tax compliance, governance, conflicts of interest, operational policies and procedures, IRS audits and state attorney general investigations, unrelated business income tax issues, and compensation matters.
Mr. Inbar has significant experience working with private foundations, public charities, social welfare organizations and other tax-exempt entities, many of which are active worldwide, on issues, structures and programs in the areas of economic development and poverty alleviation, capital aggregation, multi-funder initiatives and impact investing, education, arts and cultural, environmental conservation and preservation, food security and food systems, health, and advocacy.
He regularly advises on an array of transactions and structures involving tax-exempt organizations, including joint ventures and the establishment of for-profit (and non-profit) subsidiaries and affiliates, innovative models for impact intervention, including utilizing limited liability companies, mergers and acquisitions, program and mission related investments, charitable fund formation, establishing accelerators, incubators, and hybrid/tandem structures and licensing and service arrangements.
Mr. Inbar is a regular speaker at programs for tax-exempt organizations. Recent topics have focused on innovative forms and structures for charitable interventions, 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. Mr. Inbar is a Lecturer at the University of California, Berkeley, School of Law.
- New York
- District of Columbia
- Author, “Mergers, Acquisitions, and Alliances – A Guide for the Perplexed and Faint of Heart," Taxation of Exempts (January/February 2015)