JOCELYN A. BISHOP
Attorney Jocelyn Bishop provides comprehensive legal counsel to charitable and other tax-exempt organizations and philanthropists across the country. Throughout her career, Jocelyn has consulted with a diverse range of tax-exempt clients, from start-up to multi-billion dollar organizations, including museums, social service organizations, foundations, colleges, universities, secondary schools, endowments, hospitals, trade associations, donor advised funds, and retirement trusts.
When working with her tax-exempt clients, Jocelyn takes a multi-focused approach that includes legal, operations, finance, governance, fundraising, and investment considerations. She works with organizations throughout their tax-exempt lifecycle, from formation to dissolution including tax-exempt status reinstatement. Jocelyn provides on-going counsel for clients, including the roles and responsibilities of board members, executive compensation, excess benefit transactions, unrelated business income, and compliance with federal and state requirements.
Jocelyn is a graduate of Vanderbilt University, B.A., cum laude, and Vermont Law School, and earned a Certificate in Social Sector Leadership from Philanthropy University/Haas School of Business, U.C. Berkeley. She began her career at Arthur Andersen and then PwC, where she became a Director in the Exempt Organization Tax Services practice in Boston. She then joined Harvard Management Company (the University’s endowment) as their Vice President of Tax and later started her own nonprofit and philanthropic consulting firm, Jocelyn Bishop Consulting, LLC. Jocelyn joined Hurwit & Associates in 2022.
Jocelyn is a member of the Massachusetts Bar. She has published several articles on tax-exempt topics and is a frequent public speaker. She volunteers her time as a Steering Committee member of the Boston Bar Association Tax Exempt Organizations Section and is also an active Board Member of multiple nonprofits. Jocelyn loves to read and is a nature afficionado.