Heckerling Highlights: Professional Advisors Council explores tax law proposals

May 10, 2022
Expert panelists James Davis, William Snyder, Marianela Collado and Dr. Adam Scott Goldberg share insights from the Hecklering Institute with the Community Foundation of Broward’s Professional Advisors Council on May 3.

Professional advisors who collaborate with the Community Foundation of Broward recently gained expert insights about helping clients navigate proposed tax law changes.

Three Professional Advisors Council leaders – outgoing Chair Judy Bonevac, new Chair Greg Medalie and former Chair Kurt Zimmerman – attend the May 3 PAC meeting at the Community Foundation of Broward.

An expert panel shared what they learned at the Hecklering Institute with the Community Foundation’s Professional Advisors Council – an elite group of attorneys, accountants and financial advisors who have referred clients who create charitable funds or testamentary agreements at the Community Foundation.

Opportunities to learn from wealth and estate planning experts, while earning continuing education credits, are part of the benefits for professional advisors who partner with the Community Foundation to help accomplish their clients’ charitable goals.

The more than 60 attendees at the May 3 meeting of the Professional Advisors Council heard highlights from this year’s Heckerling Institute on estate planning.

Our panelists who attended the Heckerling Institute included: moderator William Snyder, Esq., of Snyder & Snyder, P.A.; James B. Davis, Esq., of the Gunster law firm; Dr. Adam Scott Goldberg, Esq., of Revis, Hervas & Goldberg; and Marianela Collado, CPA/PFS, CFP®, of Tobias Financial Advisors.

“The proposed regulations are, to me, very surprising. These regulations have changed a lot,” said William Snyder, a former Community Foundation Board Chair.

The panel discussion about the Heckerling Institute covered topics such as:

  • post SECURE Act 401(a)9 proposed regulations
  • proposed changes for donor-advised fund regulations
  • trust modifications
  • gifts to grantor retained annuity trusts (GRATS)
  • Biden administration tax proposals, including raising the corporate income tax
  • And much more

For details from the panel presentation, click here to watch a video of the Heckerling Highlights discussion with the Professional Advisors Council.

Collaborating with Broward’s professional advisors

The Community Foundation is a go-to resource for professional advisors, ready to help them navigate charitable planning opportunities for their clients. Whether it’s with a gift now or through an estate plan, we partner with advisors to help maximize their clients’ giving power. Working together, we help local residents achieve their charitable goals and make a BOLD impact for our community.

Ever since our founding in 1984, the Community Foundation has prioritized collaborations with professional advisors. From our first Board Chair – estate planning attorney James Blosser – to the professional advisors who recently participated in focus groups to help create our new strategic plan, we work hand in hand with attorneys, accountants and financial advisors to shape and grow local philanthropy.

“Professional advisors have been an integral part of the Community Foundation,” Community Foundation President/CEO Jennifer O’Flannery Anderson, Ph.D. said at the May 3 PAC meeting. “One of the things we are really proud of is, we have over $360 million promised to the Foundation in current estate plans and most of those are all through people like you, our professional advisors.”
More than 60 Professional Advisors Council members, Community Foundation team members and other invitees attend the May 3 meeting that featured highlights from this year’s Heckerling Institute.

Expert panelists James Davis, William Snyder, Marianela Collado and Dr. Adam Scott Goldberg share insights from the Hecklering Institute with the Community Foundation of Broward’s Professional Advisors Council on May 3.
Learn More

To learn how the Community Foundation teams with professional advisors to help their clients make the most out of their charitable giving, contact Mark Kotler, Senior Director of Philanthropic services at mkotler@cfbroward.org or 954-761-9503, ext. 130.

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