Barbara Rosen practices law in the San
Francisco Bay Area, where she advises public charities and private
foundations throughout California on corporate and tax law matters. Ms. Rosen's
practice includes providing advice regarding choices of philanthropic vehicles, planning and forming new charities,
counseling existing charities, providing advice on treatment of restricted assets and endowments, handling governmental audits, and planning corporate mergers, acquisitions, and
dissolutions. Before forming Evans & Rosen LLP in 2005, Ms. Rosen practiced nonprofit
law with the San Francisco firm of Silk, Adler & Colvin
for approximately five years. Her prior experience with nonprofit organizations also includes fifteen years as a CPA at a large, regional accounting firm where she advised public charities, private foundations, and business leagues on complex tax planning and compliance matters.
Ms. Rosen has been an adjunct professor at Golden Gate University since 2008, teaching "Tax Aspects of Charitable Giving" and "Tax Exempt Organizations" in the LL.M. tax program. She has taught nonprofit law at UC Hastings College of the Law and at the University
of San Francisco's College of Professional Studies. She has
co-authored several articles on topics including disaster relief, group exemptions, the treatment of pledge workouts under IRC Section 4958, and UPMIFA.
Ms. Rosen received her J.D. in 2000 from University of
California Hastings College of the Law, where she served
as senior editor of the Hastings Constitutional Law Quarterly.
While at Hastings, she worked with Professor Stephen Schwarz
on the second edition of Nonprofit Organizations, Cases
and Materials, a casebook which is used in law schools
throughout the country. Ms. Rosen received her B.A. from
Indiana University and holds an M.S. in Taxation from
Golden Gate University. She is admitted to practice by the California Bar.
Ms. Rosen is past Vice Chair of the Executive Committee
of the State Bar's Taxation Section and
is twice past Chair of the Tax-Exempt
Organizations Committee of the Taxation Section. She is
a member of the American Bar Association's Taxation and Business
Sections, the Northern California Planned Giving Council, Exponent Philanthropy, the Jewish Community Federation's Professional Advisors Network, and the Valley Council of Advisors of the Silicon Valley Community Foundation.