For Advisors
PROFESSIONAL ADVISORS
Our experienced team of professionals regularly works in partnership with estate planners and other professional advisors, with the knowledge to assist in developing a legacy plan that accomplishes your philanthropic goals and ensures future funding for the Atrium Health programs, services and facilities that have impacted your life.
Atrium Health Foundation Professional Advisory Council
The Professional Advisory Council is a group of distinguished professionals who are familiar with Atrium Health Foundation's mission, of inspiring transformational giving to improve health, elevate hope and improve healing - for all. Council members have expertise in financial and estate planning, including the fields of accounting, law, trusts and insurance.
- Gerald Applefield, Partner
Barry, Evans, Josephs & Snipes - C. Michael Crisp, Member
Crisp Cherry McCraw PLLC - T. Gray Dyer Jr., CFP®
Dyer & Company, LLC - Jay Eich, Principal
The Trust Company of the South - Debra L. Foster, Attorney
Debra L. Foster, PLLC - Nick Foy, Founder
Greenway Wealth Advisors - Chris Gammon, Partner & Co-Founder
Verum Partners - Jessica Hardin, Shareholder
Robinson Bradshaw - Kerri Mast, SVP Private Wealth Management
Brown Brothers Harriman - Leah Maybry, Wealth Advisor
SignatureFD - Billy Morton, Managing Director
MBL Advisors - Holly B. Norvell, Partner
Johnston Allison Hord - Eric Ridenour, Managing Director
Colony Family Offices - Stephen Sims, CFA, Investment Specialist
J.P. Morgan
Advisor Resources
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.More |
Washington News
On the final weekend before taxes are due, the Internal Revenue Service (IRS) published two letters that caution taxpayers about the risks of tax advice found on social media and tax returns created by ghost preparers.
Millions of taxpayers regularly view various social media sites. However, the IRS explains that there are many inaccurate or misleading tax sources on social media. This misinformation can lead taxpayers into serious scams and trouble with the IRS.
IRS Commissioner Danny Werfel stated, "Social media is an easy way for scammers and others to try encouraging people to pursue some really bad ideas, and that includes ways to magically increase your tax refund. There are many ways to get good tax...More |
Private Letter Ruling
Decedent died and was survived by Spouse. Decedent's estate (Estate) was not required to file an estate tax return, Form 706 under Sec. 6018(a). Estate represents there was an unused portion of...More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...View Presentation |
Case of the Week
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard...More |
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Article of the Month
Individuals who want to start a business have several options for structuring their enterprise. As individuals explore the various possibilities, they often weigh factors like tax implications,...More |
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Private Letter Ruling
Private Foundation (Foundation) requested advance approval of its educational loan procedures under Sec. 4945(g)(3). Foundation plans to operate an educational loan program to provide financial...More |
Article of the Month
On March 27, 2020, Congress and the President enacted the Coronavirus Aid, Relief, and Economic Security Act (CARES Act, H. R. 748). The $2 trillion CARES Act provides massive relief for...More |
