Tax Planning and Charitable Giving Panel Event
09 Nov @ 7:00 pm - 9:00 pm
It’s not too early or too late to be a philanthropist. Philanthropy is not about the amount given but is about supporting organizations that support your values. Explore how to create a lasting family legacy through tax-efficient planning and charitable giving. Learn to harness the present tax advantages while crafting a philanthropic roadmap that extends beyond your lifetime. Enrich your family’s future by teaching the timeless principles of tzedakah, nurturing a tradition of purposeful giving that generations will embrace.
Panelists:
Ellen Davis
Ellen Davis has been a top insurance executive for many years and works to consistently uncover the best possible plans for her clients. Her ability to impart knowledge of the nuances of how the various products work can enable donors to use this tool in their charitable donation ventures. She is truly committed to the satisfaction of her clients and their families. She is a Board Member of Women of Temple Beth Ami (WTBA). a member of the Rockville Chamber of Commerce, facilitated Temple Beth Ami’s monthly Network & Nosh program, and a Past Member of the Advisory Board of the Charles E Smith Life Communities (CESLC).
Steven W. Jacobson
Steve Jacobson has been practicing for more than thirty five years in the fields of tax, estate planning, estate administration, and business and commercial transactions and has been recognized in Washingtonian Magazine as well as Washington and Maryland Super Lawyers for his work as an estate planner. Mr. Jacobson has a depth of experience in advising and counseling professional corporations, and represents a broad spectrum of closely-held businesses in their corporate and tax planning matters. He also has extensive experience in business transactions, including the sale and acquisition of businesses, buy-sell transactions between shareholders, and shareholder disputes, and heads the firm’s commercial leasing practice. Mr. Jacobson graduated in 1980 with a B.A. in economics from the University of North Carolina at Chapel Hill, where he was a member of Phi Beta Kappa. He received his J.D. in 1984 from the University of Virginia.
Jason Silverberg, CFP, CLU, ChFC
Jason began his practice, Silberberg Financial in 2005. He is a Registered Representative and an Investment Advisor Representative of Securian Financial Services. His mission is to serve the ever-changing financial needs of the community. Jason works with individuals, families and businesses to create new visions, opportunities and futures while overcoming any obstacles that could hinder their success. He is the author of an Amazon “Best Seller” book: The Financial Planning Puzzle: Fitting Your Pieces Together to Create Financial Freedom. He is a Certified Financial Planner and a Retirement Income Certified Professional. He is also a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). Jason has been admitted to the Million Dollar Roundtable. He appeared on ABC’s The Savvy Investor show and is a regular speaker at the US Patent and Trademark Office. Jason, his wife, Lindsay and their two children Joshua and Rebecca are members of Temple Beth Ami.