Jonathan D. Ackerman

Jonathan represents donors and tax-exempt organizations on a national basis. His advice is often sought by charitable and other tax-exempt organizations in their creation, qualification, governance and operation. He also assists charities with respect to contributions and other funding opportunities, as well as assisting families who desire to integrate philanthropy into their financial and estate planning (and their advisors). Jonathan also represents these clients regarding legislative and regulatory tax matters at all levels of government.

For the past 25 years, Jonathan has developed considerable experience in the areas of charitable gift planning, tax-exempt organizations, charitable solicitations laws, federal corporate and partnership taxation, estate planning and probate, IRS practice and procedure, real estate and business formations and transactions. He is a frequent speaker on the topics of charitable gift planning and tax-exempt organizations and has published articles in The Journal of Gift Planning, the Planned Giving Design Center, Planned Giving Today, Charitable Gift Planning News, the American Bankers Association Journal, the Southeast Regional Wealth Management Magazine, and the Maryland State Bar Journal.