Obtained a favorable decision from the IRS on behalf of a nonprofit, public sector managed care company involving an innovative legal approach to acquiring tax exempt status.
Jerry O. Allen
Jerry Allen practices in the areas of taxation, federal tax controversy, federal tax compliance, nonprofit health care law, religious organizations, colleges and universities, nonprofit corporate law and state real property tax matters.
- Attorney, Office of Chief Counsel, Internal Revenue Service National Office, Washington D.C.
- Member, Board of Trustees, Columbus College of Art & Design
- Member, Board of Directors, Experience Columbus
- Member, Board of Directors, Jeanne B. McCoy Community Center for the Arts
- Past Member, Board of Trustees, Columbus Museum of Art
- Past President, Hospice, Riverside and Grant Hospitals
- Past Vice Chairman, Greater Columbus Arts Council
- Past Trustee, The Columbus Zoo
- Past President, The King Arts Complex
- Author, "Helping Physicians Obtain Medical Malpractice Insurance Furthers Charitable Purposes, IRS Rules," Exempt Organization Tax Review, and Tax Notes Today
- Author, "Solving The Low Income Tax Credit Housing Partnership Dilemma," Exempt Organization Tax Review, and Tax Notes Today
- Author, "Look Before You Leap - The Tax Consequences of Golden Parachute Payments," International Legal Strategy
- Author, "Residency of Asset Protection Trusts: IRS Issues New Regulations," Offshore Finance USA
- Author, "Taxation of Investment Income From Offshore Trusts and Other Foreign Entities," Offshore Finance USA
- Past Co-Chair, American Bar Association Health Law Section, Issues Affecting Tax-Exempt Organizations Subcommittee
- Listed, Best Lawyers in America (Litigation and Controversy - Tax; Tax Law), 2005-2017
- Recipient, Multicultural Leadership Award, Ohio Diversity Council, 2016
- Columbus Lawyer of the Year, Best Lawyers in America (Litigation and Controversy - Tax), 2014
- Recipient, 2013 David D. White Award, Capital University Law School, 2013
- Recipient, Columbus Bar Association, Community Service Award
- Ranked as AV Preeminent by Martindale-Hubbell™
- Capital University School of Law (J.D., cum laude), Law Review; Order of the Curia
- New York University (LLM Taxation)
- Capital University (B.A.)
Mitigating the risks of political activity
How does dark money stay dark?
Columbus College of Art & Design names Allen board chair
Bricker & Eckler attorneys earn Best Lawyers 2017 recognition
Jerry Allen quoted in Modern Healthcare magazine regarding Blue Shield and Care1st merger
Best Lawyers recognizes Bricker & Eckler attorneys
Assisted an elite college in the formation of a “green” cemetery nonprofit corporation to be used primarily by alumni, former faculty and staff. Rendered federal tax opinions regarding unrelated business income and tax exemption issues.
Represented a Cayman Island segregated portfolio insurance company that insures providers against professional liability and its shareholders in connection with the sale of shares to a significant Michigan-based health care company. There were numerous financial, regulatory and international law issues associated with the transaction.
Assisted a public university in the resolution of multiple issues in dispute within affiliated private nonprofit fundraising foundation.
Assisted an elite private college in the incorporation of a subsidiary that operates as a world class contemporary art museum.