Andrea Templeton is a partner in the firm's Corporate practice group, where she focuses on tax-exempt organizations and general tax matters. She enjoys working with organizations and individuals to translate the complex regulatory environment for tax-exempt organizations into a workable plan to achieve meaningful results.
Tax-Exempt Organizations
Andrea provides thoughtful counsel to nonprofit organizations at all stages of an organization's life cycle, including formation, operation, and maintenance of a charitable organization's federal and state tax-exempt status. Her robust practice includes corporate and tax advice regarding governance, contracting, fiduciary duties, conflict of interest issues (including private benefit concerns), and unrelated business taxable income issues. Andrea advises sophisticated and start-up private foundations regarding avoiding and addressing self-dealing, domestic and international grantmaking, private foundation compliance, and relationships with taxable organizations. She counsels individual and corporate clients regarding charitable deductions, working with tax-exempt organizations, and charitable giving strategies. Andrea also counsels organizations on donor engagement, and stewardship or modification of restricted gifts under the Washington Nonprofit Corporation Act, UPMIFA, state charitable solicitation requirements, and other state laws. She is a trusted advisor to nonprofit directors and officers, and provides practical advice for navigating big decisions, such as mergers and dissolutions.
Federal and State Tax
Andrea advises clients on US federal income tax considerations related to mergers and acquisitions. Andrea's clients include private corporations, partnerships, and limited liability companies across a variety of industries. Andrea also has particular experience advising large corporate employers on designing and maintaining commuter benefit plans. Along with her federal tax experience, Andrea works with clients on Washington State tax matters in connection with transactional matters and tax planning, including real estate excise tax and compliance with Washington State B&O tax issues.
