Kendi E. Ozmon

Partner

ozmon-kendi-e
  • 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
  • Co-chair, Massachusetts Continuing Legal Education Nonprofit Law Conference
  • 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

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 being conducted as part of IRS college and university compliance initiative.
  • Advised nonprofit organization on comprehensive two-year IRS audit, 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.
  • Advise on tax aspects of restructuring non-profit health care organizations, including mergers, membership substitutions and creation of integrated health care systems.
  • Advise on compensation matters unique to tax-exempt organizations, including compliance with IRS “intermediate sanctions” rules.
  • Work with for-profit clients to develop efficient structures for their philanthropic efforts.
  • Advise non-profit organizations on compliance with IRS tax filings, with special emphasis on the Form 990.

Awards

  • The Best Lawyers in America (2009-2014)