Planned Giving 101
Hugh Haskins, FCEP is the Senior Director of Major Gifts and Gift Planning at Hampden-Sydney College in Hampden-Sydney, Virginia. Hugh serves as the Vice President for Programs for the South Carolina Planned Giving Council
Sam Head, CEP is the co-Founder of Carolinas Wealth Management. Sam serves as the President-Elect of the South Carolina Planned Giving Council.
Beth Wingard is the Senior Major Gifts Officer at Lexington Medical Center Foundation. Beth serves as President of the South Carolina Planned Giving Council.
Planned Giving Implications for CPA & Financial Planners
Neil Brown – CPA, CFP, Financial Consultant
Burkett, Burkett, & Burkett, CPAs, PA
Neil received a Masters of Accountancy, magna cum laude, from The University of South Carolina in 1993 and Bachelors in Business, magna cum laude, from The University of South Carolina in 1992.
He is a CERTIFIED FINANCIAL PLANNER practitioner and Certified Public Accountant (CPA).
Neil has significant experience in financial planning and brings a wide variety of financial service and tax expertise to BFS. He advises clients on various personal financial planning issues including distribution, retirement, income tax, insurance, education, investment and estate tax. He is a member of the American Institute of CPAs, the South Carolina Association of CPAs, the Columbia Estate Planning Council, the Columbia Tax Study Group and the National Association of Personal Financial Advisors.
He is also the Program Coordinator for the CFP® Certification Education Programs at Midlands Technical College. He is also a national instructor for Keir Educational Resources’ Review for the CFP® Certification Examination. He has also been quoted in and authored articles in Bloomberg Wealth Manager, Research Magazine, Midlands Woman, The State, Financial Advisor, Kiplinger’s Personal Finance and Financial Planning.
Prior to joining BFS, Neil headed the financial planning department at a large fee-only financial planning firm in Columbia. Prior to that, Neil was a senior consultant with the Carolinas Financial Counseling Services Practice of Deloitte & Touché in Charlotte, North Carolina where he spent the majority of his time advising executives and employees of a Fortune 500 company on retirement, insurance, investment, income and estate planning
Ethics for Tax Practitioners before the IRS and SC Department of Revenue
Jim Rourke, Member/Attorney
Nexsen Pruet, LLC
As an attorney in Nexsen Pruet’s Tax Group, Jim focuses his practice in two distinct areas: employee benefits and state and local tax.
In the area of state and local tax, Jim regularly represents both corporate and individual taxpayers through all stages of the audit process and resulting litigation before the Department of Revenue, Administrative Law Court, and state appellate courts. Jim has represented clients both challenging proposed assessments and seeking refunds in the areas of corporate tax, income tax, sales and use tax, admissions tax, state tax withholding, and property tax. Jim regularly represents both South Carolina and multinational corporations.
Jim also works closely with businesses to find and take advantage of tax credits at both the state and federal level. He has experience with state infrastructure and other economic development incentives, as well as federal credits related to alternative energy and low income housing. He has assisted in the representation of Fortune 500 companies at the Administrative Law Court, South Carolina Court of Appeals, and South Carolina Supreme Court.
Jim handles matters related to 401(k), profit sharing, pension and other qualified retirement plan administration, as well as the administration of insurance and other fringe benefits. Jim also advises clients with respect to nonqualified plans, including deferred compensation and phantom stock plans. Jim has also helped clients navigate the extensive regulatory network created by Health Care Reform under the Patient Protection and Affordable Care Act.
In addition to his primary focus, Jim regularly advises public charities, supporting organizations, private foundations, trade associations, social clubs, fraternal organizations, and cooperatives in applying for, receiving, and maintaining their exempt status. Additionally, Jim routinely works with exempt organizations regarding state property tax, admissions tax, and sales tax issues, and regularly assists clients in the sale and acquisition of exempt property to and from both for-profit and non-profit entities. Jim also has assisted in securing reinstatement of revoked and dissolved organizations at both the federal and state level.
Most recently, Jim has handled a number of appeals deriving from preliminary calculations of proposed Employer Shared Responsibility Payments assessed under the Affordable Care Act. In many cases, Jim has been able to resolve these assessments with the IRS quickly and in an efficient and favorable manner.