Philanthropy

Making the Pieces Work Together

In brief

A practical look at what to consider before year-end, from taxes and retirement accounts to charitable giving and wealth transfer.

Nicolette B. Knoeck

Nicolette B. Knoeck

Regional Director of Tax Advisory Services

Nicolette is responsible for strategic tax consulting and tax management services for Bessemer clients and related entities.

Julie Pardue

Julie Pardue

Director of Bessemer Giving Fund

Julie leads a specialized philanthropic team responsible for providing clients with proactive, highly personalized advice and administration for donor-advised funds.