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You almost had an entirely different career.  I attended the University of Vermont where I majored in forestry. Unfortunately, or looking back, maybe fortunately, I graduated when the stock market crashed in 2009. My career counselor basically told me that I wasn’t going to get a job. I decided to […]

Welcome back to Pull Up A Chair, our monthly podcast where we explore different themes and what it means to build and be a part of a strong Jewish community. This month, we are officially entering our second season! Thank you to everyone who has […]

What are your best tips or suggestions for charitable planning for the younger generation? My best tip for charitable planning (for the younger generation) is start early. Starting as early as possible allows growth and to set a routine. Also, start small and build upon it as […]

As the year draws to a close, many people reflect on the year that has passed and plan for the year to come. From an estate planner’s perspective, that may mean finally getting your clients to sign their estate planning documents that have been sitting […]

On September 13, the House Ways & Means Committee introduced a set of tax proposals as part of the House Democrats’ “budget reconciliation” package containing significant federal tax changes designed to raise revenue. On October 28, a revised “Build Back Better Act” bill was introduced […]

Perhaps the new career path was a good thing…Lynne met her husband, Howard, at a CPA review class. “I introduced myself to him in class and offered to start a study group. Later that night, while I was out to dinner with my parents, I […]

We spoke with Ira, who is the current chairman of the investment management committee at The Associated and his daughter, Abigail Malischostak, partnerships manager at Jewish Volunteer Connection. Can you briefly tell us what is a Donor Advised Fund? Ira: Donor advised funds offer a […]

Supporting The Associated is a family affair for Ronnie. She co-chaired a Lion of Judah event with her daughters, Leslie Schaller and Randi Settleman, and has introduced her five grandchildren to the concept of tikkun olam (repair the world) and tzedakah (righteousness). She was proud […]

As the weather turns cooler and the nights grow longer, there is nothing better than curling up with a good book. We asked local community members and several of our professionals what books they are recommending right now. From fiction to memoirs to a book that marries Jewish […]

That first leadership experience led to more opportunities, including chair of the JCC (she and her husband, Mike, have been the only couple to have both held that position in Baltimore … although 15 years apart), chair of the Associated Women’s Campaign and various Associated […]