Professional advisors

Professional advisors 2022-03-11T15:28:51-04:00

United Way Miami’s Professional Advisor Committee (PAC) is a group of our community’s top tax attorneys, accountants, trust officers, bankers, financial advisors and insurance representatives who promote philanthropic discussions and giving to the United Way Endowment Fund.

The PAC organizes frequent seminars highlighting a variety of tax issues and how they relate to charitable giving. They also advise United Way Miami on any and all planned gifts being given to the organization.

Past seminars

Spring 2019 Professional Advisors Seminar: Hypothetically speaking - Helping clients through case studies - 5/8/19

COMING TO AMERICA: KEY TAX AND LEGAL ISSUES FACING HIGH-NET-WORTH INDIVIDUALS AND FAMILIES IMMIGRATING TO THE UNITED STATES- 06/06/18

  • To view some pictures from the event click here.

The Changing Landscape of Charitable Giving - 02/28/18

  • To view some pictures from the event click here.

Picture Perfect: A look into the world of fine art and philanthropy - 11/29/17

  • To view some pictures from the event click here.

Intergenerational Wealth Transfer & Philanthropic Planning - 6/6/17

“Assisting Families in the Transfer of Assets, Values and Philanthropic Legacy Across Generations”

  • To listen to an audio recording of the event click here
  • To view some pictures from the event click here.

The transformation of Miami and its effects on your clients - 11/5/16

A panel discussion with three of Miami’s most successful developers

  • To view some pictures from the event click here.

Pulling the rabbit out of the GRAT hat - 5/10/16

“Some of the most creative structural GRAT planning ideas we see out there”

How to have the charitable conversation, 11/6/15

Upcoming events