Empowering Professionals Since 1971

Join our community of passionate lawyers, accountant, notaries and financial advisors and stay on top of industry trends, regulations and news.

The Jewish Community Foundation is your ally. We assist your clients to plan their philanthropy. Our experts can help advisors like you increase your understanding of gift-planning vehicles and become more comfortable and skilled at discussing philanthropy with your clients.

Clients want their advisors to discuss their giving values in addition to technical financial considerations and feel these conversations strengthen the client relationship. Our Professional Development Seminar (PAC) provides professional enrichment and updates on planned giving tools.

The annual PAC Seminar, usually held in June, is one of the Jewish Community Foundation’s continued services to professional practitioners; accounting and legal professionals, financial advisors and estate planners, in the fields of tax and estate planning.

Over the years, the JCF’s PAC Committee has consisted of leading lawyers, accountants, financial planners and advisors, insurance and other professionals who are committed to supporting the Jewish Community Foundation’s work by promoting philanthropy through their professional practices. 

2023 PAC CO-CHAIRS

Shlomi Levy

Rhonda Rudick

 

PAC EXECUTIVE COMMITTEE

  • Alon Wexler
    Anne-Marie Boucher
    Barbara Novek
    Barry Pascal
    Brian Schneiderman
    Charles Leibovich
    Danny Ritter
    David Lisbona
    Earl Kaplin
    Francine Wiseman
    Jonathan Bicher
    Jonathan Green
    Lara Malewski
    Mark Brender
    Michael Frankel
    Miles Leutner
    Nancy Cleman
    Phillip Nadler
    Richard Wise
    Scott Binns
    Sharon Druker
    Shawn Rozansky

JCF Annual Professional Development Seminar

June 11th, 2024

Gelber Conference Center
5151 Chem. de la Côte-Sainte-Catherine,
Montreal, QC, H3W 1M6, Canada

Download Presentation Document

Inclusion Rate & AMT Changes

The recent Federal Budget raised the inclusion rate for capital gains. This change prompts a reassessment of our fundamental planning concerning corporate ownership, estate planning, pipelines, and even our approach to charitable donations.

Join us for a comprehensive PAC seminar where our expert panel will delve into the implications of this change and offer effective solutions and strategies to navigate its effects. Don’t miss out, June 25th tax planning deadline is quickly approaching! Presented by Sammy Cheaib, Serge Assayag, Actuary, Eric Griffins and Lindsay Lubov, CPA.

Note that this presentation is recognized by Le Barreau du Québec, La Chambre de la sécurité financière and IQPF for continuing education credits. Must register for event!