By guiding philanthropic families, members of the Legal, Wealth & Tax Advisory Committee play a pivotal role in strengthening the power of New Jersey’s charitable organizations. The Community Foundation works one-on-one with the below legal, wealth, and tax advisors to connect charitable clients with giving options that instill change in their communities and enduring values in their families.

Members Recent Content
  • Farah N. Ansari
    Schenck, Price, Smith & King LLP
  • Bernard S. Berkowitz, Esq.
    Berkowitz, Lichtstein, Kuritsky, Giasullo and Gross, LLC
  • Robert D. Borteck
    Robert D. Borteck, P. C.
  • Melissa Bracuti
    Graham Curtin
  • John B. Brescher, Jr., Esq.
    McCarter & English
  • Jane L. Brody, Esq.
  • Assunta Buonincontri
    Glenmede Trust Co.
  • Megan E. Cannella, Esq.
    Drinker Biddle & Reath LLP
  • Kristen A. Curatolo, Esq.
    Kirkland & Ellis, LLP
  • Andrew J. DeMaio, Esq.
    Neff Aguilar, LLC
  • Thomas Southworth Diemar, CFP
    Brown Brothers Harriman
  • Matthew DiQuollo, CFP
    Mariner Wealth Advisors
  • Robert DiQuollo, CFP, CPA
    Mariner Wealth Advisors
  • Lance T. Eisenberg, Esq.
    Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross
  • Susan L. Goldring, Esq.
    Zager and Fuchs. P.C.
  • Meredith L. Grocott
    Schenck, Price, Smith & King LLP
  • Robert B. Haines, Esq.
    Herold Law, P.A.
  • Dennis R. Hall, CRPC
    Factor Hall Group, Merrill Lynch, Pierce, Fenner & Smith Inc.
  • Mr. Matthew Jacobs
    KRA Insurance Agency
  • Brian Kazanchy
    Regent Atlantic Capital, LLC
  • Benedict M. Kohl, Esq.
    Lowenstein Sandler PC
  • Kenneth J. Lackey, Esq.
    Neff Aguilar, LLC
  • Lynn Halpern Lederman
    Bessemer Trust Company, N.A.
  • David A. Ludgin, Esq.
    McCarter & English
  • Michael S. Maglio 
    Charter Advisory Group
  • Drew Maldonado
    BNY Mellon Wealth Management
  • Gabor A. Nagy, CFP®, CAP®
    Mendham Wealth Partners, LLC
  • Jason Navarino, Riker, Danzig, Scherer, Hyland, Perretti, LLP
  • Robert C. Neff, Esq.
    Neff Aguilar, LLC
  • John Richard Nelson, Jr.
    Merrill Lynch
  • Basil F. O’Connor, Esq.
    Schenck, Price, Smith & King, LLP
  • Jonathan A. Panik
    JPMorgan Chase Bank, N.A.
  • Christopher Parillo
    U.S. Trust, Bank of America Private Wealth Management
  • Thomas C. Phelan, Esq.
    Nichols, Thomson, Peek & Phelan
  • Margaret V. Prentice
  • Lisa S. Presser, Esq.
    Drinker Biddle & Reath LLP
  • Adam G. Psichos
    Glenmede Trust Co.
  • Paul I. Rosenberg, Esq
    Bressler, Armery, & Ross
  • Norman R. Sanyour
    Capital Group Private Client Services
  • Frederick K. Schoenbrodt II, Esq.
    Bressler, Amery & Ross
  • Kent L. Schwarz
    Becker LLC
  • Sandra Sherman, Esq.
    Sherman Wells Sylvester & Stamelman, LLP
  • John Tonzola
    J.P. Morgan
  • Gary E. Walker
    Peapack-Gladstone Bank

Strategies for fixed income in the current environment

What if you could have more money for your retirement and your heirs by giving money to charity?

January 4, 2017 Gabor A. Nagy

Conventional wisdom suggests that planning for your retirement and leaving wealth to your heirs or giving to the causes that are near and dear to your heart is an either-or proposition. If I want to have more retirement income, then I have to give less to charity and vice versa. But it doesn’t have to be that way.

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How to give to charity in the most tax-effective way

February 16, 2016 Michelle J. Black, CIMA®, CPWA®, Capital Group

You want to accomplish as much as possible when you donate to charity. Beyond contributing to worthy causes, that means allocating your resources as tax-efficiently as possible. Fortunately, a number of income and estate-tax planning strategies can help achieve this.

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10 Reasons You Should Consider Donor Advised Funds

July 21, 2015 Brian Kazanchy, RegentAtlantic

As a Wealth Advisor, I work regularly with clients who have a great interest in making donations to charity. Although they could easily write checks to their favorite nonprofits, I usually suggest my clients…

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What was Mark Zuckerberg Thinking?

January 3, 2013 Fred Schoenbrodt, Drinker Biddle & Reath

Mark Zuckerberg’s recent contribution to the Silicon Valley Community Foundation had some people wondering why he chose to make the gift to a community foundation instead of a private foundation.  Why didn’t he just establish the Mark…

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What are the considerations of an IRA rollover?

PA Video IRA Rollover

How should one go about establishing a charitable lead trust?

PA Video Lead Trust

What are under-utilized assets a donor can give?

PA Video Under-Utilized Assets