BIOGRAPHICAL INFORMATION

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 and operation, especially with respect to contributions and other funding opportunities for charities, as well as by families who desire to integrate philanthropy into their financial and estate planning. Jonathan also represents these clients regarding legislative and regulatory tax matters at all levels of government.

For the past 23 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.

Jonathan was the 2002 President of the National Committee on Planned Giving (NCPG - now known as the Partnership for Philanthropic Planning) and was a member of the NCPG Board of Directors. He was Chair of the 2000 NCPG Conference Committee and served on NCPG's Government Relations Committee. He is a past President and director of the Chesapeake Planned Giving Council, and he also served on the Ad Hoc Committee on Ethics and Accountability in the Nonprofit Sector for the Maryland Association of Nonprofit Organizations. He has worked extensively on a pro bono basis with various charities and is currently involved as a volunteer with several local non-profit organizations. Jonathan is also a member of the American Bar Association and Maryland State Bar Association, Taxation and Real Property, Probate and Trust sections, and he attended the University of Maryland, the University of Baltimore School of Law, and then obtained his Master of Laws in Taxation at Georgetown University Law Center.

CURRICULUM VITAE

ADDRESS: 6 Park Center Court, Suite 102
Owings Mills, Maryland 21117
PHONE NUMBER
AND EMAIL:		 (410) 363-1187
(410) 581-0123 - facsimile
jonathan@ackermanlaw.net - e-mail
www.ackermanlaw.net - website
EDUCATION:
Institution Degree Year
Georgetown University
Law Center		 M.L.T. (Master of Laws in Taxation) 1985
University of Baltimore
School of Law		 J.D. 1983
University of Maryland,
College Park		 B.A., Double Major
Economics & Government and Politics		 1978
 

EDUCATIONAL HONORS: Omicron Delta Kappa; Mortar Board; Phi Kappa Phi

ADMITTED TO: Maryland Bar (1984), District of Columbia Bar (2004), U. S. Tax Court (1985)

OTHER PROFESSIONAL AFFILIATIONS AND HONORS:

  • Past President, National Committee on Planned Giving, 2002
  • Member, Board of Directors, National Committee on Planned Giving, 1999 - 2002
  • Member, Government Relations Committee, National Committee on Planned Giving, 1997 - 2002
  • Conference Chair, 13th National Conference on Planned Giving, National Committee on Planned Giving
  • Past President, Chesapeake Planned Giving Council
  • Past Member, Ad Hoc Committee on Ethics and Accountability in the Nonprofit Sector, Maryland Association of Nonprofit Organizations
  • Member, Baltimore Estate Planning Council
  • Member, Maryland State and American (Taxation and Real Property, Probate and Trust sections) Bar Associations
  • Member, Advisory Board, Southeast Wealth Management Business Magazine

    PUBLISHED ARTICLES

  • Trends in Gift Planning, Southeast Wealth Management Business Magazine, January 2009.
  • Trends in Gift Planning, Southeast Wealth Management Business Magazine, January 2008.
  • How Can the Private Letter Ruling Process Benefit the Gift Planner?, Charitable Gift Planning News, March 2006.
  • Planned Giving Design Center, Technical Writer for Planned Giving Online and News Alerts, 1997-2001.
  • Final CRT Regulations - Trick or Treat? The Journal of Gift Planning, 2nd Quarter, 1999.
  • Problem Solving for the Donor: The Final CRT Regulations Reviewed, Government Relations Committee of the National Committee on Planned Giving, March 2, 1999 (Videotape and handout distributed to over 11,000 members of NCPG).
  • How to get a Private Letter Ruling - Ten Commandments of the Letter Ruling Process, The Journal of Gift Planning, 3rd Quarter, 1998.
  • Is the Personal Trust Business Missing Opportunities in Planned Giving? Co-Author, American Bankers Association Journal, 1994.
  • 1986 Maryland Tax Legislation, Co-Author, The Maryland Bar Journal, Sept. & Oct., 1986.
  • 1985 Supplement -Corporation Income Tax, Maryland Taxes, Co-Author, MICPEL, 1985.

    GOVERNMENT TAX ACTIVITY

  • Prepared NCPG response and testified at Internal Revenue Service and Treasury Hearings for Regulation changes under Code Section 664 (Charitable Remainder Trusts), Washington, DC, 1997.
  • Prepared NCPG response and attended Internal Revenue Service and Treasury Hearings for Regulation changes under Code Section 643(b), Washington, DC, 2001.
  • Various meetings on behalf of NCPG with high level IRS and Treasury personnel and with legislative tax counsel and members of U.S. Congress.
  • Reviewed, revised and prepared tax legislation on behalf of NCPG.
  • Testified at the press release for the CARE Act with U.S. Sens. Bayh and Santorum, Washington, DC, 2002.
  • Chaired the Donor Advised Fund Task Force for the National Committee of Planned Giving, which prepared a response to the IRS' request for public comment pursuant to Notice 2007-21.

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