Anne K. Gerson

Counsel
Gerson Anne

Anne Gerson is an experienced attorney dedicated to the representation of tax-exempt organizations. Anne advises clients on the full array of tax, corporate, governance, and strategic issues that arise for tax-exempt organizations, always focused on providing practical and creative solutions. A specialist in tax law, she advises clients on federal tax issues, such as domestic and international grant-making, self-dealing and excess benefit transactions, obtaining and maintaining exempt status, unrelated business income tax, excess business holdings, program-related investments, lobbying and political activity, and IRS audits. Anne also addresses complex corporate governance matters, helping clients develop sustainable procedures for their operations.

She has worked with many organizations undergoing significant corporate restructuring or fundamental changes, such as mergers, joint ventures, and dissolutions.

Experience

Representative Matters

  • Advises public charities and private foundations on tax compliance matters
  • Represents numerous public charities in mergers and asset transfers
  • Regularly advises public charities on reviews and assessments of restricted funds and options for modifying the restrictions under state laws
  • Regularly advises public charities and private foundations on bylaw amendments and corporate governance changes
  • Advised a large membership arts organization that operates a museum and a school on governance matters
  • Represented an international religious organization in corporate governance overhaul and crisis management

Insights

Credentials
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Education

  • LL.M. Taxation New York University School of Law 2005
    • Tax Policy Fellow
  • J.D. New York University School of Law 2004
  • B.A. magna cum laude University of Pennsylvania 1999
    • Dean's List
    • Phi Beta Kappa
    • Benjamin Franklin Scholar

Bar Admissions

  • California
  • District of Columbia
  • New York

Professional Memberships and Activities

  • American Bar Association Section of Taxation, Exempt Organizations Committee
  • Member of the New York City Bar Association, past member of Committee on Non-Profit Organizations

Recognition
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  • Recipient, Outstanding Young Nonprofit Lawyer Award, American Bar Association, Business Law Section, Nonprofit Organizations Committee, 2015