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JCF: Helping Professional Advisors

JCF works in partnership with professionals in the community to educate donors and help them realize their philanthropic goals.

In addition, JCF provides a forum for attorneys, accountants, financial planners, and insurance and other professionals to meet, exchange information about the latest developments that impact tax and estate planning, make presentations in their own field of expertise, and network with the community’s high net worth families.

Annual forums and quarterly professional advisory committee meetings bring people together for updates on such legal issues as: factors in determining state of residence, changes in Israeli tax laws that impact bequests and gifts to family in Israel, gifts of works of art and other tangible property, and decoding the Pension Protection Act of 2006.

Periodic mailings, e-mail updates, post cards and special seminars provide valuable information as well.

For more information, contact JCF at (973) 929-3003 or .