Workshop leader and speaker at annual Nonprofit Governance Symposium at the University of San Diego. This presentation examined the welfare exemption requirements and application process as well as the imposition of sales and use tax on nonprofit organizations in California. The welfare exemption process can be a trap for the unwary as many nonprofits that were able to obtain exemption under 501(c)(3) find they do not meet the strict requirements set forth by the Board of Equalization.

Client Reviews

Mary is a very professional and dedicated attorney. She was able to register our NGO in a timely manner despite several challenges.

Dalia Alzendi

Bridge Collaborative Communities

Mary is an important part of our team. Countless times she has guided our organization with her expert knowledge through difficult paths.

Mike Carlisle

San Diego Southern Baptist Association

Mary is incredibly responsive, committed, and diligent in her counsel not only up-front, but for all ongoing support also.

Kristopher Corso

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