Skip to Navigation

Lawyers

Jeffrey P. Altman
Partner
1800 M Street, NW
Suite 450N
Washington, DC 20036
Phone: 202.659.6818
Fax: 202.689.3160
jaltman@wtplaw.com

Mr. Altman has broad experience in the world of nonprofit organizations, including trade associations, foundations, professional societies and political organizations. His primary areas of skill include governance, tax, lobbying/ethics/campaign finance compliance, insurance/risk management, executive employment contracts, non-dues revenue and affinity programs. In addition to providing business and legal counsel based on his extensive knowledge of the best practices of such organizations, he serves as director and officer to a number of nonprofit organizations.  

He is a partner in the firm and received his undergraduate degree from Yale College and his law degree from the Tulane University School of Law, Order of the Coif.  He is admitted in the District of Columbia.

Specifically, Mr. Altman counsels clients in the following areas of practice:

Nonprofit Organizations and Associations

Provides advice on all aspects of entity selection and formation, including jurisdiction, entity structure, and tax classification

Helps draft governance documents including articles of incorporation, bylaws, and minutes, as well as policies and procedures in order in accordance with best practices and to achieve Sarbanes-Oxley compliance (including whistleblower, record retention/destruction, conflict of interest, ethics, gifts and donations, social media, and antitrust policies)

Counsels boards and their standing committees on their fiduciary obligations and activities 

Drafts and helps guide the enforcement of codes of ethics and advises on other membership restrictions and disciplinary actions 

Helps structure and conduct due diligence reviews in connection with mergers, acquisitions, and other corporate combinations and reorganizations

Assists with trademarks, copyrights, patents and other intellectual property issues

Advises re chapters and affiliates as well as opening multiple offices

Helps with registrations to do business and conduct fund raising activities

Helps with government grants and sub agreements

Provides advice on international activities and related tax, insurance, and OFAC requirements

Political Law Compliance

Provides advice on full range of political activities to ensure consistency and compliance with tax, election law, lobbying, ethics, and pay-to-play requirements at the federal and state level

Advises and helps Section 501(c)(4) & (c)(6) organizations structure public issue advocacy, lobbying and political campaign activities, to comply with tax and election law requirements, as well as to establish connected PACs and affiliated political organizations 

Helps plan PAC activities to comply with prior-approval, solicitation and other FEC requirements, and also advises on member convention and online fund raising alternatives, as well as PAC-sponsored candidate fund raising activities

Helps Section 501(c)(3) organizations structure their allowable government affairs and lobbying activities, and avoid political campaign intervention

Conducts compliance reviews to ensure consistency in conducting and reporting lobbying and campaign activities for tax, LDA and FEC purposes (including cost allocation and time reporting procedures)

Provides training programs on government ethics requirements and advises on special rules applicable to political party conventions and inaugural events

Defends IRS, GAO, DOJ, FEC, and state AG audits and investigations 

Helps comply with Section 6104 public disclosure requirements and deals with media inquiries and follow up investigations re same

Insurance, Liability, and Alternative Risk Transfer

Advises nonprofits and their members on ways to minimize and insure their liability risks, including through the use of captive insurance companies, risk retention/purchasing groups and insurance trusts

Conducts insurance audits and helps obtain appropriate D&O, E&O, Association Office Package, event cancellation, and special endorsements (including to cover antitrust, certification, cyber liability, professional, international, and other special risks)

Helps establish sponsored member affinity insurance programs with traditional carriers, including marketing and sponsoring agreements, as well as establishing for-profit subsidiaries to market and broker same (and increase revenue share)

Helps establish risk retention and risk purchasing groups, segregated cell and other captive insurance facilities, including venue section, feasibility studies, capital formation, and negotiation of reinsurance, broker/program manager, and other vendor relationships

Serves as corporate and national claims counsel and litigation coordinator for industry risk retention group

General Tax

Prepares and files federal and state tax exemption applications, and related registrations

Reviews Form 990 (including Schedule C lobbying/political activities and Schedule J compensation)

Helps structure activities to address UBIT implications

Defends IRS audits and investigations

Employment

Negotiates executive employment contracts and compensation arrangements, including to satisfy IRS excess benefit and private inurement rules, as well as to address noncompete, confidentiality, deferred compensation and other special issues

Counsels regarding employee hiring, discipline, termination, and severance

Assists with employee manuals and benefits review

Helps with succession planning and structuring of search activities

Antitrust

Drafts and helps enforce antitrust policies

Advises and provides compliance training for board, staff and members 

Reviews agendas and attends meetings to ensure antitrust compliance

Reviews and helps monitor activities, including meeting agendas and attendance, publications, social media and online forums, and other communications

Counsels and helps structure standard setting, salary surveys and other information gathering activities

Accreditation and Certification

Provides advice on testing, certification and accreditation programs

Advises on various compliance issues, including conflict of interest, confidentiality, security, and other requirements

Counsels on use and protection of certification marks

Affinity Programs and Nondues Revenue

Help develops and structure various member affinity programs (including insurance, credit cards, and other products and services unique to the association’s membership)

Establishes for-profit subsidiaries and joint venture arrangements to increase revenue share from affinity programs and other unrelated business activities

Contracts and Agreements

Negotiates and drafts broad range of agreements, including hotel and meeting contracts; affinity, royalty and sponsorship agreements; research, data transfer and other collaboration contracts; management and cost sharing agreements; and  independent contractor and consultant contracts

Memberships & Activities

Member: District of Columbia Bar Association

Member: American Bar Association

Member: American Society of Association Executives (ASAE)

Member: Association Forum of Chicagoland

Director & Past Chair: ASAE Insurance Company

Past Director: ASAE Business Services, Inc. (for-profit subsidiary that develops affinity programs for ASAE and its members)

Member: ASAE Public Policy Committee and Political Action Committee

Past Member: ASAE Audit Committee; and Past Chair: ASAE Legal Section Council

Past Chair: District of Columbia Bar Committee on Not-for-Profit Corporations

Publications & Presentations

Author: "Be Prepared for When Meetings Go Wrong," ASAE (April 2, 2018)

Presenter: "Managing Meetings Gone Wrong – Keep Calm and Meeting On!" Marriott Association Masters Conference 2017 (June 1, 2017)

Presenter: "It’s Fun Until Something Goes Wrong: Know your event liability," Webinar, Associated TRENDS (November 29, 2016)

Presenter: “Meetings Gone Wrong: Ripped From the Headlines," Marriott Masters Conference (June 3-4, 2016)

Presenter: “Mission Impossible -- Rogue Chapters,” ASAE Webinar (March 16, 2016)

Education

  • Tulane University School of Law (J.D. 1974)
    Order of the Coif
  • Yale University (B.A. 1972)