The professional legal and financial advisors listed here have partnered with Berkshire Taconic Community Foundation to help their clients achieve meaningful philanthropic and financial goals. We proudly acknowledge their contributions to charitable giving in our communities.
At Berkshire Taconic, we work confidentially with attorneys, accountants, and wealth advisors to support individuals and families with charitable gift planning, including scholarship creation, bequests, IRA rollovers, life insurance gifts, private foundation conversions, stock transfers and other tax-advantaged giving strategies. By integrating charitable giving into donors’ estate and financial plans, we help create intergenerational wealth management strategies that align with their values.
We are deeply grateful for the significant impact these individuals have made on philanthropy in our region.
Professional Advisor Partners
Harris N. Aaronson
Aaronson & Mach PC
Molly Ackerly, Esq.
Ackerly Brown LLP
Paula K. Almgren
Berkshire Law Group
Andrea Doyle Asman
Litwin Asman PC
Jeffrey Belair
Smith, Watson & Company LLP
Alexander W. Bloomstein, Esq.
Baldwin & Bloomstein LLC
Jennifer M. Boll, Esq.
Harris, Beach, & Murtha
Louise F. Brown, Esq.
Ackerly Brown LLP
Michael Bucci
UHY LLP
J. Peri Campoli, Esq.
Campoli, Monteleone & Mozian PC
Matthew Chester, CFP
Tableaux Wealth
Michael Citrin
Drury, Patz & Citrin LLP
Janice J. Cook, Esq.
Donovan O’Connor & Dodig LLP
Thomas A. Curtin
Alexandra Dest Willow Investments
Jason Dohaney, MBA
MountainOne Investments
Edward E. Downey
Downey, Haab and Murphy PLLC
Geoffrey Drury
Drury, Patz & Citrin LLP
Mark S. Gold
Pamela R. Green
Smith Green & Holmes LLP
Mitchell I. Greenwald
Law Office of Mitchell I. Greenwald
Devon W. Grierson
City Solicitor, City of Pittsfield
Perley H. Grimes, Jr.
Cramer and Anderson LLP
Sherwood Guernsey II, Esq.
Law Offices of Sherwood Guernsey
Allyson M. Holmes
Smith Green & Holmes LLP
Martin L. Huban III
Brazee and Huban CPAs
Ellen Janis, MBA
Commonwealth Financial Group
Ira J. Kaplan, Esq.
Attorney at Law
Katherine Kiefer, Esq.
Ethan Klepetar
Arienti + Klepetar LLP
Richard P. Koskey
UHY LLC
Thomas Malinowski
Renaissance Investment Group LLC
John J. Martin, Esq.
Martin, Hochberg & Cianflone
William E. Martin, Esq.
Martin Law Offices
Michael McCarthy
George, Massimiano & McCarthy PC
Kathleen McCormick
McCormick, Murtagh & Marcus
Bryan Murphy
Berkshire Law Group
Ronda G. Parish
Law Office of Ronda G. Parish
Linda Patz
Drury, Patz & Citrin LLP
Lucy Prashker
Cain Hibbard & Myers PC
Holly Rogers
Law Office of Holly Rogers
Keith Salisbury
Mackey, Butts & Whalen LLP
Gary Schiff
October Mountain Financial Advisors
Brooks Sherman
RBC Wealth Management
Patricia Shevy
The Shevy Law Firm
Christopher Silipigno
Renaissance Investment Group, LLC
James J. Sisto, Esq.
Berkshire Elder Law Center
Benjamin Smith
Benjamin Smith & Associates Legal Counsel PC
Susan M. Smith, Esq.
David R. Stack
McLaughlin & Stern LLP
Donna Turner
Smith, Watson & Company LLP
John N. Umlauf
Umlauf & Dunn PC
Charles C. Vail
Ackerly Brown LLP
Emily Vail
Ackerly Brown LLP
Donna D. Vincenti
Law Offices of Donna D. Vincenti
Carl G. Whitbeck, Jr., Esq.
Whitbeck Benedict & Smith LLP
Douglas F. Wicks, Esq.
Walsh, Wicks & Salisbury
