Need guidance with your giving? The Smith Center's Financial Advisors Network (FAN) can help. Offering expert advice at no cost to Smith Center donors, FAN serves as a group of professional advisors, including accountants, bankers, attorneys, stock brokers and more, who can answer important questions about making a planned gift that both supports The Smith Center and addresses your needs.
Meet one of our newest FAN members, attorney Jeffrey Burr. Recognized as one of Nevada's top tax and estate planning attorneys, Burr is also a Certified Public Accountant.
How does your background as a CPA support your work as an attorney?
When you deal with estate planning, a lot of the work involves closely held businesses, and it helps to be able to understand the financial condition of a business, and to be able to analyze financial statements.
In addition, being a tax accountant teaches you the ins and outs of tax return preparation, and the availability of deductions and credits that may help clients.
Why did you join The Smith Center's Financial Advisory Network?
Upon learning of the network, I thought it was a great idea because The Smith Center is such a vital part of our community now. My hope was to provide a resource for individuals and businesses who may want to contribute to The Smith Center and its mission, because giving often involves decisions and issues surrounding tax and estate planning.
What is your advice for getting started with making a planned gift?
First of all, you can designate a gift to a specific mission or part of The Smith Center. You can also pledge a gift in a manner that you don't have to give right now, but at a future date. Therefore, you can keep the benefit of your assets while you're living, but name The Smith Center as the beneficiary of the gift at your death or at the termination of a trust you might create. If you make a planned gift, The Smith Center can count on that gift coming in at a certain time, and can plan accordingly.
Why do you think it's important for community members to support The Smith Center?
I think The Smith Center has brought much needed culture to our community that was lacking before. It has helped our community come together to enjoy and appreciate wonderful musicals and events, and it's given Southern Nevadans a sense of pride. In addition, it does a lot for our community in relation to educating our youth about the value of the arts, music and the theater.
To learn more about financial experts available through FAN, contact Heather Estus at 702-749-2346 or HEstus@thesmithcenter.com.
To contact Jeffrey Burr for more information on charitable planning, please call 702-433-4455.