Speakers & Panelists
Emcee & Master of Ceremonies
CEO and Host
Kingdom Advisors & MoneyWise
Rob West is the host of the nationally syndicated radio programs MoneyWise and MoneyWise LIVE heard on 1,900 radio outlets each day. Rob also serves as CEO of Kingdom Advisors, an international community of more than 3,600 financial professionals who are specialists in delivering advice that aligns with the values and priorities of Christians. Rob has dedicated his professional career to work at the intersection of faith and finance having led a successful faith-based financial services firm and speaking frequently on the topic. Rob and his wife, Julie, live in Marietta, GA with their four children.
Non-liquid assets, including closely-held business interests, real estate, and other non-liquid assets are often overlooked as a source of charitable giving. This session uses a case study approach to walk participants through how to identify potential assets for charitable gifting and how to introduce and engage a client in effective asset-based giving conversations. Also, this session will examine some of the tax and legal aspects of non-liquid gifts and identify some key opportunities for making charitable gifts of non-liquid assets.
Senior Gift Planner
National Christian Foundation
Mike joined The National Christian Foundation (NCF) in 2007 and currently helps people develop in their roles as stewards of the assets God has entrusted to them.
His primary focus is offering insight in the best way gifts of non-liquid assets such as real estate, business interests, restricted securities, and personal property can be used to fund giving opportunities. Such gifts usually provide a far greater tax deduction than if the giver had sold the asset themselves and then donated the proceeds to charity.
Mike graduated from Mercer University in Atlanta with a B.A. and Mercer University’s Walter F. George School of Law with a J.D. Prior to joining NCF, Mike served as the director of The Great Commission Foundation of Campus Crusade for Christ. Additionally, he has served in other capacities including roles as director and trustee to other non-profits. He lives in Canton, GA with his wife and sons and is an active member of his church.
Exploring Charitable Exit Strategies: Session One
A How-to Session: Charitable Planning with Business, Real Estate, and other Non-liquid Assets
Exploring Charitable Exit Strategies: Session Two
A Panel Discussion: Charitable Planning with Business, Real Estate, and other Non-Liquid Assets
This discussion will take a deeper look into technical considerations; tax and legal aspects, and giving opportunities unique to: potential tax law changes, giving entity structure (PF v DAF), debt financing, S Corporations (i.e., 1366, 1367, 338 (h)(10)), Non-UBTI producing, and other non-liquid gifts.
Additionally, the session will consider implications related to estate planning, generational wealth transfer, and the associated emotional/psychological/spiritual/family dynamics and considerations associated with complex business and charitable transactions.
Meet the Panelists
MICHAEL KING, J.D.
Vice President, Charitable Wealth Specialist
National Christian Foundation
Michael serves as a charitable gift and estate-planning attorney with the National Christian Foundation (NCF). He works closely with generous families sharing concepts and strategies that allow them to leverage the impact of their giving by minimizing their income and estate tax liabilities.
In his role with NCF, Michael’s primary focus and expertise is facilitating charitable gifts of complex assets including closely held businesses, real estate, and intellectual property assets. He also helps families to plan their estates in a manner that dramatically increases their charitable giving, and in most cases avoids estate tax completely—regardless of the size of their estates.
Prior to joining NCF in 2006, Michael spent over ten years with an international tax and accounting firm, and a wealth management firm/multi-family office. In these roles, he counseled affluent families on a broad range of wealth management issues including both financial and non-financial aspects of wealth.
Michael received his undergraduate degree in finance from Penn State University, and his law degree from the U.C.L.A. School of Law. Michael and his wife, Tammy, were high school sweethearts and have been abundantly blessed with five children.
BYRON SMITH, CPA, PFS
Partner, Tax Services
RMS US, LLP
Byron is a tax partner in St. Petersburg with over 30 years of experience in public accounting. He is primarily responsible for comprehensive income tax planning for S corporations, individuals, controlled groups, and partnerships in retail, manufacturing, agriculture and various other industries. Byron has developed extensive knowledge in succession planning for middle market businesses, as well as client
representation before the Internal Revenue Service (IRS).
As the tax leader of the St. Petersburg office nonprofit industry team, Byron works with a wide variety of nonprofit organizations, leading tax teams in the preparation of IRS Form 990, nonprofit tax consulting services, board governance training and tax planning services. He has extensive experience in structuring complex charitable gifts to maximize the taxable and financial benefits to donors and receiving organizations, and has also been actively involved in developing relationships with impactful donors and planned giving programs for his clients.
Byron also works with complex businesses and their stakeholders to provide comprehensive estate and business succession planning. He leads teams with expertise in estate, trust, retirement, and business succession planning, business valuation, and wealth transfer. With a holistic approach for each client, he coordinates these plans with wealth management and legal professionals as required.
Business Advisor, Author, Speaker, & CEO
Aberdeen Advisors, Inc.
Emery is the CEO of Aberdeen Advisors, Inc., an M&A Advisory firm he founded after having built and sold his own multi-million dollar marketing company.
Emery has expertise in all areas of M&A Advisory practice and has successfully completed
hundreds of transactions, including mergers, acquisitions, divestitures, and financings.
From the typical transaction to the highly complex deal, Emery has repeatedly been recognized as a leading mergers and acquisitions executive in the Florida market and is well known throughout the South for his ability to connect ideal buyers with sellers.
Aberdeen Advisors specializes in representing companies with annual revenues in the $5
to $100 million range with owners that wish to sell within one to two years. Aberdeen is
unique in that every member of the team has owned, operated, and sold a business, so each Advisor brings personal perspective as well as business acumen to each client relationship.
Vice President & Relationship Manager
National Christian Foundation, Tampa Bay
Steve grew up in the Philadelphia/South Jersey area. Early career experience moved him to Baltimore and DC Metro, Fairfax, VA, New York and twice to Florida – first to Naples then to Tampa Bay in 1990.
During his 29-year financial service industry career, Steve served individuals and business owners in crafting financial strategies and later worked with Financial Advisors across the Southeast designing investment solutions, particularly in the alternative investment space The Lord used the impact of market crashes, extensive travel, corporate restructurings, management changes and the stresses on family and finances to finally get his full attention in 2000.
Steve is very excited to serve the Financial Advisory community, business owners, ministry partners, and individual givers in crafting giving strategies to complement their financial plans, increase tax efficiency, multiply, and accelerate their impact on His Kingdom.
Steve and his wife JoAnn have lived and served in St. Petersburg since 2001, and have three grown children and grandkids! He looks forward to meeting you soon.
Session Three: Bob Doll's Investment Outlook
Doll will provide an up-to-date look at the economic, financial, and investment landscape. He will review the economy, earnings, fiscal policy, monetary policy, valuation, election implications, and other variables. He will include comments on generosity/stewardship encouragement and values-based investing.
Chief Investment Officer
Crossmark Global Investments
Bob joined Crossmark in May 2021 as Chief Investment Officer (CIO), bringing his 41 years of industry experience to guide the investment process and serve as portfolio manager for multiple Crossmark large-cap strategies. He also utilizes his investment expertise to provide weekly and quarterly investment commentaries, as well as annual market predictions. Bob is a regular guest and contributor to multiple media outlets such as CNBC, Bloomberg TV, Moneywise, and Fox Business News. Prior to arriving at Crossmark, he held the roles of Senior Portfolio Manager and Chief Equity Strategist at Nuveen and Blackrock, President and Chief Investment Officer at Merrill Lynch Investment Managers, and Chief Investment Officer at Oppenheimer Funds, Inc.
Bob graduated from Lehigh University with a B.S. in Accounting and a B.A. in Economics. He later went on to earn an M.B.A. from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant (CPA) and holds the Chartered Financial Analyst (CFA®) designation, as well as the FINRA Series 7 and 63 securities licenses.
Bob dedicates his time as choir director at his local church and also serves on a number of boards including the Alliance of Confessing Evangelicals, Word of Life Fellowship, New Canaan Society, Kingdom Advisors, National Christian Foundation, Gordon Conwell Theological Seminary, The Lausanne Movement, Movement.org, Cairn University, and the Princeton Healthcare System.
Bob and his wife Leslie currently reside in Princeton, New Jersey and have three children.