Professional Advisor Council

The Frederick County Professional Advisor Council was formed in 2009 to provide a resource to attorneys, accountants, trust officers, financial planners, certified life underwriters, investment advisors, and other certified, licensed and degreed professionals who advise on financial and legal decisions that may include charitable giving. This resource, combined with collegial networking, supports a multi-disciplinary approach to current and planned charitable giving.

We offer two events annually, in the spring and the fall, for networking and educational opportunities. These events are complimentary and provide a forum for connecting with your peers and interacting with expert speakers and professionals regarding charitable giving, planned giving, and philanthropic trends.

As you work with clients who want to make a positive impact on their community and who rely upon your counsel in gaining maximum tax benefits while fulfilling their charitable dreams, the Frederick County Professional Advisers Council is here to support you. For more information and to be added to the Professional Advisor Council email and mailing list, please contact us.

Upcoming Professional Advisor Event:

May 7, 2013:
The Frederick County Professional Advisor Council and The Western Maryland Society of Financial Services Professionals present "A New Day for Estate Planning in 2013", presented by Ronald Aucutt, Esq., Partner, McGuireWoods LLP

This will not be your typical estate planning seminar, nor your typical charitable giving seminar. Regardless of your specific professional advisor discipline, Mr. Aucutt will provide working, usable knowledge of the new estate law, tax reform, income tax implications, the math of charitable gifts, defined value gifts, gift documentation, and much more. This presentation, by one of the region's top estate and trust attorneys, should not be missed.

Please join us for breakfast and a presentation by Ronald Aucutt, Esq. at Dutch's Daughter Restaurant from 7:30 a.m. to 10 a.m. on May 7, 2013. RSVP by clicking here or email This email address is being protected from spambots. You need JavaScript enabled to view it. or by phone 301-695-7660.

Recent Professional Advisor Events:

September 2012
2012/2013 - The Perfect Storm for Philanthropic Planning?, presented by Jonathan Ackerman, Esq., Law Office of Jonathan Ackerman, LLC

June 2012:
Keeping Clients Out of the Charitable Mud Puddle, presented by Janne Gallagher, Esq., Council on Foundations

October 2011:

Social Security and Charitable Giving: Fact or Fiction, presented by Elliott Andalman, Esq., Andalman and Flynn, P.C.

May 2011:

The Medicaid Consequences of Charitable Contributions, present by Jason A. Frank, Esq., CELA, of Frank, Frank & Scherr, LLC

September 2010:

Roth IRAs and More: Gift Planning Ideas Your Clients Can Use in 2010, presented by Kathleen Coulahan, Esq., Vice President, M&T Bank.

May 2010:

How An Estate Planning Attorney “Sells” Philanthropy, present by Mr. Darby Bowman, Vice President and Senior Wealth Planner, PNC Wealth Management.

September 2009:

A Gift Planning Stimulus Package: The Past, Present and Future of Gift Planning, presented by Jonathan Ackerman, Esq.

May 2009:

Maximizing Your Charitable Giving Dialogue with Your Clients, presented by Jonathan Ackerman, Esq.

PROFESSIONAL ADVISORS COUNCIL CHARTING COMMITTEE

PROFESSIONAL ADVISOR COUNCIL MEMBERS