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Experienced Attorneys For Nonprofit Organizations

At Latsha Davis & Marshall, P.C, we work with our nonprofit clients on a broad spectrum of legal matters affecting their formation and daily operations. We assist nonprofit corporations seeking exemptions from federal income tax and state sales and use tax and provide guidance in structuring (and restructuring) their operations to comply with those exemption requirements. We have developed compliance guidelines to assist our nonprofit clients in preserving their tax exemptions.

Our clients have ranged from large charitable organizations with international interests to small local groups with interests in their communities. We tailor the counsel we provide to meet our clients' unique needs. When nonprofit leaders retain us, we begin with a frank discussion of goals, strategies and likely outcomes. Together, we develop a plan for resolving matters quickly and effectively.

Real Estate And Sales Tax Exemption For Charitable Organizations

We have extensive business and commercial law experience in representing nonprofit, charitable providers in challenges to the assessment of real estate taxes. We understand the complexities of real estate tax exemption in the Commonwealth of Pennsylvania, and the application of the judicial HUP test and the statutory Act 55 test to those issues. We have negotiated settlements and litigated cases throughout the Commonwealth. Attorneys at our firm bring to the table practical knowledge focused on the political aspects of a tax appeal and the ability to aggressively litigate where an amicable resolution is impossible. We also have assisted providers in obtaining reductions in assessments where tax exemption no longer seems possible under the circumstances.

We also assist organizations seeking exemption from state sales tax and have litigated cases before the Pennsylvania Department of Revenue in support. Our attorneys understand the interrelationship between sales tax exemption and real estate tax exemption, and they have guided numerous providers through the sales tax exemption process.

Contact Our Attorneys For Counsel Regarding Your Nonprofit Organizational Needs

For further information or to speak with an attorney, you can reach our office by calling 717-620-2424. You can also contact our law office online.

Located in Mechanicsburg, Pennsylvania. — Exton, Pennsylvania — Mount Laurel, New Jersey, Pennsylvania

What's New

  • Sep 23 - Latsha Davis & Marshall, P.C. at PHCA Annual ConventionOn Thursday, September 26, 2019, David C. Marshall, Esq. and Peter R. Wilson, Esq. will give a lecture entitled, "Critical Legal Issues to Consider When Buying or Selling a Nursing Facility" from 9:30 to 10:30am at PHCA's 2019 Annual Convention,...

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  • Sep 23 - Latsha Davis & Marshall at PACAH Fall ConferenceOn Tuesday, September 24, 2019, Tanya Daniels Harris, Esq. will give a lecture entitled, "How To Successfully Prepare For Surveys And Responding To An Adverse Survey/Licensure Action" from 9:30 to 10:30am at PACAH's 2019 Fall Conference, held at the DoubleTree...

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  • Aug 16 - Kimber Latsha Again Recognized by Best Lawyers®We are pleased to announce that Kimber Latsha has again been selected by his peers for inclusion in the 26th Edition of The Best Lawyers in America© for his work in Health Care Law. Recognition by Best Lawyers is based...

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  • Jun 26 - Compliance and Ethics Program ImplementationEffective November 28, 2019, the Phase III requirements of the Long Term Care Requirements of Participation require all nursing facilities to implement a Compliance and Ethics program consistent with the dictates of 42 CFR § 483.85 (F895). The Rule obligates...

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  • Jun 17 - 2019 LeadingAge PA Annual Conference & ExpositionWe will be presenting two sessions for LeadingAge PA members this year at the upcoming LeadingAge PA Annual Conference & Expo, June 19-21, 2019 at the Hershey Lodge in Hershey, PA: Employment and Labor Law: A Year in Review, Glenn...

    21, 2019 at the Hershey Lodge in Hershey, PA: Employment and Labor Law: A Year in Review, Glenn...Read More


Latsha Davis & Marshall P.C.
1700 Bent Creek Boulevard, Suite 140
Mechanicsburg, PA 17050

Phone: 717-620-2424
Fax: 717-620-2444
Mechanicsburg Law Office Map