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.
Recent Professional Advisor Events:
2012/2013 - The Perfect Storm for Philanthropic Planning?, presented by Jonathan Ackerman, Esq., Law Office of Jonathan Ackerman, LLC
Keeping Clients Out of the Charitable Mud Puddle, presented by Janne Gallagher, Esq., Council on Foundations
Social Security and Charitable Giving: Fact or Fiction, presented by Elliott Andalman, Esq., Andalman and Flynn, P.C.
The Medicaid Consequences of Charitable Contributions, present by Jason A. Frank, Esq., CELA, of Frank, Frank & Scherr, LLC
Roth IRAs and More: Gift Planning Ideas Your Clients Can Use in 2010, presented by Kathleen Coulahan, Esq., Vice President, M&T Bank.
How An Estate Planning Attorney “Sells” Philanthropy, present by Mr. Darby Bowman, Vice President and Senior Wealth Planner, PNC Wealth Management.
A Gift Planning Stimulus Package: The Past, Present and Future of Gift Planning, presented by Jonathan Ackerman, Esq.
Maximizing Your Charitable Giving Dialogue with Your Clients, presented by Jonathan Ackerman, Esq.
PROFESSIONAL ADVISORS COUNCIL CHARTING COMMITTEE
|James R. Shoemaker, Esq., Chairman
Douglas Boyle, CPA
Carl R. Hildebrand, CPA
Patricia Jividen, Esq.
Scott A. McCaskill, CFP, RFC
PROFESSIONAL ADVISOR COUNCIL MEMBERS
Jeanna H. Adcock, CPA
Valerie Dougherty, CPA
Donald C. Linton, CPA
- 312 East Church Street
- Frederick, MD 21701
- phone: 301-695-7660
- fax: 301-695-7775
- Directions to Our Office