Anne K. Gerson

(646) 499-2230
Vcard (vcf)


As of January 2, 2013, the legal staff of the Mann Legal Group, LLC has joined Carter, Ledyard
& Milburn, LLP. Pamela A. Mann has become a partner in the firm and head of its Tax-Exempt
Organizations practice group. Anne Gerson has joined the firm as a senior associate in the Tax-
Exempt Organizations practice group. Carter, Ledyard is a full-service, Wall Street firm with
numerous practice areas, including an active and well-respected tax-exempt organizations and
charitable giving practice. See the firm’s website, , for additional details.

The Mann Legal Group’s work on behalf of its clients has been enhanced by this new
association. Carter Ledyard’s sophisticated support services and personnel will enable us to
better handle larger matters and better service our clients’ needs. Second, we will be able to
offer our clients assistance in a broader range of matters and issues, as we will be able to call
upon “in-house” experts in other fields, such as real estate, employment, and litigation.

Carter, Ledyard & Milburn is located at 2 Wall Street, New York, NY 10005-2072, and Ms.
Mann and Ms. Gerson may be reached at the following phone numbers and email addresses:

Pamela Mann               (212) 238-8758

Anne Goldstein Gerson    (212) 238-8769

Anne K. Gerson represents and counsels tax-exempt organizations on a variety of matters, with a particular focus on federal tax issues and issues specific to arts-related organizations. Her expertise includes formation of new nonprofits; corporate governance and fiduciary issues; and establishment and preservation of tax-exempt status. Ms. Gerson frequently provides guidance on complex tax issues and financial transactions between tax-exempt and taxable participants. She also conducts investigations involving misappropriation of funds and represents clients in Internal Revenue Service audits.

Ms. Gerson is admitted to practice law in New York and California. Prior to joining the firm, she practiced at Adler & Colvin in San Francisco, specializing in the representation of tax-exempt organizations, and Simpson, Thacher & Bartlett in New York, specializing in taxation issues.

Ms. Gerson graduated magna cum laude from the University of Pennsylvania and received both her JD and an LLM in Taxation from the New York University School of Law. She was the 2004 NYU Tax Policy Fellow at the U.S. Department of Treasury, Office of Tax Policy.

Professional leadership and membership

  • Exempt Organizations Committee of the American Bar Association, Member
  • Association of the Bar of the City of New York, Member
  • Non-Profit Organizations Committee of the Association of the Bar of the City of New York, Member

Selected speeches and lectures

  • "Tax Compliance Issues,"   Practicing Law Institute, Advising Nonprofits, 2012
  • Lawyers’ Alliance of New York, Strategic Legal Thinking, Corporate Sponsorship: A Safe Harbor from UBIT, November 2010, Speaker
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