Recently, Gunster's James (Jim) Davis, co-chair of the firm's Tax practice, was featured in the Community Foundation of Broward's monthly Professional Advisors Council spotlight series.
In his Q&A with the Community Foundation, Jim reflects on his family's multi-generational legacy in accounting and tax law, his approach to helping clients achieve their charitable goals, and why philanthropy matters in estate planning. A former Community Foundation Board member and longtime Professional Advisors Council member, Jim shares how his seven years of board service deepened his understanding of how the Foundation ensures donors' legacies are honored and used as intended.
"Legacies and lifetime gifts permit clients to become stewards of their communities," Jim notes in the interview, underscoring his belief that giving back is both a professional responsibility and a personal value.
Read the full Q&A to learn more about Jim's insights on charitable planning, emerging trends in estate planning, and what inspires him outside the office.
James B. Davis co-leads Gunster's Tax practice and serves in the firm's Office of General Counsel for ERISA. He has been practicing law since 1975. His experience includes ERISA and employee benefits law, estate planning, transactional business tax law, corporate and business law, and healthcare related counsel. He also counsels for profit and tax-exempt clients in areas of taxation, executive and deferred compensation such as 403(b) and 457(b) & (f) plans, defined contribution and defined benefit pension plans, stock option and phantom stock plans, welfare benefit plans, executive compensation, 409A nonqualified deferred compensation, as well as ESOP operations and feasibility. Jim is a trustee of the Gunster 401K and cash balance plans.
