William A. "Bill" Boatwright

Bill’s practice is focused on helping charities and other tax-exempt organizations with all their legal and business needs. Over the course of his 25-year career at the firm, Bill has helped form nearly 200 non-profit organizations and secured tax-exempt status for them. His practice also involves assisting established non-profits with the full range of their various business matters.

Clients

Bill’s tax-exempt clients are located throughout Iowa and range from small start-up charities to large hospitals and university-related organizations. They include private foundations, trade associations, amateur athletic organizations, churches, consumer credit counseling organizations, publicly financed and other government-related entities and specialized health insurance trusts.

Tax-Exempt Advocacy

Tax-exempt organizations often have complex structures that require careful analysis and planning to ensure compliance with all requirements necessary to maintain their exempt status and to minimize their exposure to unrelated business income tax. Bill works with these organizations to learn about their activities and business plans to best advocate on their behalf before the IRS, the Iowa Legislature, and various governmental agencies.

Non-Profit Organization Operations

In addition to assisting new organizations with their formation, Bill also advises non-profits on a variety of operational matters, including real estate, contract preparation and review, employment matters, regulatory compliance, and representation before the Iowa courts and other governmental agencies. He regularly works with an organization’s tax accountants to ensure that its federal and Iowa compliance requirements are satisfied.