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Planned Giving Day May 9, 2019 - Accreditation Track
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Thursday, May 9, 2019
8:30 am - 5:00 pm
Convene (Times Square)
117 West 46th Street
New York, NY 10036


Session Information By Track: ACCREDITATION


Session I Seminar: 10:50 am – 12:00 pm

"The Tax Cuts and Jobs Act: Recent updates and the Impact on Nonprofits, Donors, and Beyond."
Avery Neumark, CPA, JD, LL.M., Partner, Marks Paneth LLP
Magdalena M. Czerniawski, CPA, MBA, Tax Director, Marks Paneth LLP

The new tax laws have meaningfully affected non-profit organizations and their donors. This session will review the changes and discuss planning opportunities in light of these changes. We will also cover broader issues related to executive compensation, investment income and unrelated business taxable income of nonprofits. Finally, The session will focus on planning opportunities for donors including: charitable contribution deductions; retirement plan issues; and estate planning opportunities.

This session qualifies for CFRE, CLE, and CPE credit.


Avery Neumark, CPA, JD, LL.M., Marks Paneth LLP

About Our Speakers: 

Avery E. Neumark, CPA, JD, LL.M, is a Partner in the Tax Group at Marks Paneth LLP. Mr. Neumark is an attorney with more than 35 years’ experience specializing in employee benefits and executive compensation, as well as ERISA, retirement and health and welfare planning, and compensation consulting. He has particular expertise in both for-profit and nonprofit sectors, and in serving high-net-worth individuals. His prior experience in professional services firms includes various leadership and management roles; he also specialized in executive compensation and employee benefits planning with Ernst & Young and Weber Lipshie & Co.

Mr. Neumark is a former Commissioner of the New York State Insurance Fund. From 1987-1994, he served as a Special Advisor to the Lieutenant Governor of the State of New York, Stan Lundine. In 1991, Governor Cuomo appointed Mr. Neumark Chairman of the New York State Temporary Commission on Worker’s Compensation.

He is a member of the American Bar Association’s Employee Benefits Committee and is the past chairman of the Fringe Benefits Sub-Committee. He has served on the Board of Directors of the New York State Society of CPAs (NYSSCPA) and is a member of its Employee Benefits Committee and Mediation and Arbitration Committee. Mr. Neumark has served on the Tax Executive Committee of the American Institute of Certified Public Accountants (AICPA). He is a member of the New York State Bar Association’s Employee Benefits Committee and the Tax Management Compensation Planning Advisory Board.

Mr. Neumark is a charter fellow of the American College of Employee Benefits Counsel, an organization that recognizes practitioners who have dedicated their careers to the field of employee benefits and executive compensation.

Mr. Neumark has lectured throughout the United States to such groups as the American Bar Association, AICPA and NYSSCPA, Young Presidents Organization, New York University Institute of Federal Taxation, International Association for Financial Planning, American Compensation Association, Institute of Certified Financial Planners and the Practising Law Institute.

He recently joined the National Editorial Board (NEB) for Trendlines, a publication of Thomson Reuters. He is also an adjunct professor at Brooklyn Law School and the Fordham University Graduate School of Business.

Mr. Neumark has contributed to various professional publications and has often been quoted in The New York Times, The Wall Street Journal, USA Today, Forbes, Business Week, Money Magazine and other publications on current compensation issues.



Magdalena M. Czerniawski, CPA, MBA, Marks Paneth LLP

Magdalena M. Czerniawski, CPA, MBA, is a Tax Director at Marks Paneth LLP and a member of the firm’s Nonprofit, Government & Healthcare Group. With nearly 15 years of nonprofit industry experience, she provides tax services to a wide array of nonprofits, including charitable organizations, social welfare organizations, professional associations and private foundations.

In addition to providing tax planning and advisory services, Ms. Czerniawski specializes in matters related to ASC 740-10 (FIN 48), the reporting requirements that govern contributions, compensation, unrelated business taxable income, lobbying costs, and public support testing. She also represents her clients as an authorized representative before the Internal Revenue Service and various state agencies. Furthermore, Ms. Czerniawski’s experience includes serving clients with matters related to employee benefit plans, healthcare organizations and hospitals, affordable housing entities, foreign tax filings and payroll tax returns.

Prior to joining Marks Paneth, Ms. Czerniawski was a Senior Tax Manager with a national accounting firm, where she focused on tax consulting and compliance for many of their highest profile clients. She has published various articles on industry-specific tax matters and has served as a speaker for internal and external seminars.





Session II Seminar: 2:00 pm – 3:10 pm

"New York State Office of the Attorney General, Charities Bureau - What You Need To Know"
Lisa Barbieri, JD, LLM, Assistant Attorney General of the State of New York, Charities Bureau

Lisa Barbieri, an Assistant Attorney General of the State of New York, Charities Bureau, will present an overview of the Charities Bureau focusing on its interactions with attorneys who practice in the not-for-profit sector and in trusts and estates.

This session qualifies for CFRE, CLE, and CPE credit.


About Our Speaker:

Lisa Barbieri joined the Office of the Attorney General in April 2006.  Prior to this appointment, she was a Principal Court Attorney for the New York County Surrogate’s Court. Before going into public service, Lisa worked in in both private practice and with PricewaterhouseCoopers, LLP, where she concentrated on tax law and estate planning. Lisa has been an adjunct professor at Fordham Law School, teaching wills and trusts since 2009. Lisa earned an A.B. at the University of Chicago, a J.D. at Boston University School of Law, and a LL.M. in tax at New York University School of Law.






Session III Seminar: 3:45 pm – 4:45 pm

"Bequest Administration From the Trenches: a Panel Discussion on Current Legal Challenges and Industry Trends"

John M. Bacon, JD; Andrew Fussner, Esq.; Beth Ridout, JD; and Lisa S. Smith, JD

Come hear from leading professionals, all attorneys, with about 100 years (collectively) of experience in overseeing bequest administration and estate settlement. Each panelist will introduce a current trend or legal challenge in the field – from addressing nuisance litigation … to unlocking funds from IRAs … to deciding when to challenge a will that reduces or eliminates a charitable bequest … to problem assets that pose legal and reputational risk. The audience will then have an opportunity to ask questions. This productive and lively session will give audience members new insights, clarifications, and legal updates that they can take back to the office.

This session qualifies for CFRE, CLE, and CPE credit.

John M. Bacon, Deputy Chief Philanthropic Officer for PG, The Metropolitan Museum of Art

About Our Moderator:

John Bacon is the Deputy Chief Development Officer for Planned Giving at The Metropolitan Museum of Art.  Before joining The Met in September 2017, John was the Director of Planned Giving at The New York Public Library for 14 years.  John is a President Emeritus of the Philanthropic Planning Group of Greater New York (PPGGNY).  A trusts and estates attorney by training, he is active with the arts and New York City community through the Friends of American Arts at Yale, the Historic Districts Council, and the New York Public Radio Community Advisory Board.  He is a graduate of Yale College, the University of Delaware’s Winterthur Program, and Temple Law School.







Andrew Fussner, Esq, Vice President of Estate Settlement, American Heart Association

About Our Panelists:

Andrew Fussner currently serves as the Vice President of Estate Settlement for the American Heart Association, handling $80 million to $90 million in income annually.  He also sits on the AHA’s Charitable Estate Planning management team.  Prior to his current role, he was a Planned Giving VP and Director for the AHA and an estate planning attorney for the law firm of Foley & Lardner.  He is based in St. Petersburg, Florida.










Beth Ridout, Director of Estate Administration, The Nature Conservancy

Beth Ridout is the Director of Estate Administration for The Nature Conservancy and has been with the organization for 13 years.  She was previously a high net worth Trust Officer at Merrill Lynch where she helped clients plan their philanthropy and saw charitable giving from their perspectives.  She has her JD from the University of Pittsburgh and a BS in accounting.  Beth lives in Marin County, California but her team is located at The Nature Conservancy headquarters in Arlington, Virginia.








Lisa S. Smith, JD, Director, Trusts & Estates, Hadassah

Lisa Smith is the Director of Trusts and Estates at Hadassah, which receives approximately $25 million in bequest dollars each year. Lisa joined Hadassah in 2008, and she currently oversees a portfolio of over 450 open estates and works directly with donors and their attorneys to secure new legacy intentions. Lisa previously worked as a litigator in a large law firm and as an attorney for the federal government. She graduated summa cum laude from the University of Pennsylvania, where she was elected to Phi Beta Kappa, and from New York University School of Law.



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