Kendi E. Ozmon

Partner

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  • JD, cum laude, Harvard Law School, 2001
  • EdM, Harvard Graduate School of Education, 1994; Pforzheimer Fellow
  • AB (Government and East Asian Studies), magna cum laude, Harvard College, 1992; Phi Beta Kappa

Qualifications

  • Massachusetts
  • Member, Board of Trustees of Massachusetts Continuing Legal Education
  • Advisory Committee Member, Massachusetts Non-Profit Organizations/Public Charities Division (Office of the Attorney General)
  • Steering Committee Member, Boston Bar Association, Tax-Exempt Organizations Section
  • Former Chair, Boston Bar Association, Tax-Exempt Organizations Committee
  • Former Co-chair, Massachusetts Continuing Legal Education Nonprofit Law Conference

Kendi E. Ozmon

Partner

Kendi focuses her practice on representing tax-exempt organizations, including colleges, universities, health care and educational organizations and corporate and family foundations. Her work includes advice on forming and dissolving tax-exempt organizations, IRS examinations, business ventures between non-profit and for-profit organizations, conflicts of interest, executive compensation and charitable giving. Kendi works regularly with the firm’s Health Care Group to address tax issues for our non-profit hospital and academic medical center clients.

Experience

  • Advised three leading universities in audits conducted as part of IRS college and university compliance initiative.
  • Team leader for comprehensive two-year IRS audit of nonprofit organization, concluded with no taxes or penalties assessed.
  • Secured abatement of over $2.1 million in penalties and interest for university client through working with IRS.
  • Provide tax advice on restructuring non-profit health care systems, including affiliations, mergers, membership substitutions and creation of new parent entities.
  • Work with boards and compensation committees on compensation matters unique to tax-exempt organizations, including compliance with IRS “intermediate sanctions” rules.
  • Collaborate with for-profit clients to develop efficient structures for their philanthropic efforts, including formation of corporate foundations.
  • Assist non-profit organizations with disclosures associated with state and federal filings, with special emphasis on Form 990. 
  • Advise corporate and family foundations on compliance with private foundation tax rules, particularly in grant making and investments.

Awards

  • The Best Lawyers in America (2009-2014)