Heather Zack, JD

Heather Zack, JD, is an advanced planning consultant at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. With the firm since June 2011, she is a resource for affiliated advisors on issues involving estate, charitable, tax, and education planning. Heather has a JD from the University of San Diego, with a concentration in corporate and securities law, and a BS in business administration from Endicott College. She is pursuing her LLM in taxation with a focus on estate planning at Boston University. She also holds her FINRA Series 7, 9, 10, and 63 securities registrations.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

PATH Act of 2015: 5 Key Tax Provisions Your Clients Need to Know

How to Add Value with Strategic Charitable Planning

PATH Act of 2015: 5 Key Tax Provisions Your Clients Need to Know

Posted by Heather Zack, JD

February 9, 2016 at 10:00 AM

On Friday, December 18, 2015, President Obama signed the Consolidated Appropriations Act of 2016—which contains the Protecting Americans from Tax Hikes (PATH) Act of 2015—into law. As a result, several key tax provisions that had expired or were set to expire within the next two years are now permanent. Not only that, but many of these provisions were made retroactive for all of 2015.

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Topics: Financial Planning

How to Add Value with Strategic Charitable Planning

Posted by Heather Zack, JD

December 2, 2015 at 1:30 PM

Many of your clients give to charity—no news there. But are those clients aware of the options beyond simple cash donations? Are they giving strategically? And are you using the charitable giving conversation to strengthen your relationships with them?

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Topics: Financial Planning

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