Have you always wondered about the legal issues unique to nonprofit and charitable organizations? What is the the public support test and fiscal sponsorship? If you want to find out answers to these questions, you must tune into this episode with Valerie Sussman.

Valerie is a nonprofit lawyer specializing in advising 501(c)(3) public charities and private foundations. She assists clients in attaining their charitable goals while maximizing their ability to give through the use of tax-advantaged strategies. Her expertise in estate planning and administration enables her to work closely with clients on charitable planning, trusts, bequests, and on interpreting and revising charitable gift instruments. 

As a member of the Boston Bar Association, Valerie has presented seminars on topics related to tax updates and trusts and estates law. She is also a member of the Boston Estate Planning Council, where she served as chair of the Women’s Initiative and Education committees and is the Co-Chair of the Member Involvement Committee.

Note: Please note that the material in this interview is solely for informational purposes. It is not intended to provide, and should not be relied upon, for tax, legal, or accounting advice. You should consult a tax, legal, and/or accounting advisor before engaging in any transaction.

➡️ Reach out to Valerie:

Email: vsussman@hurwitassociates.com

➡️ Resources for Non-Profits from Hurwit & Associates:

https://www.hurwitassociates.com/

➡️ Connect with Valerie on LinkedIn

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