Panellist Sandra Block
Kiplinger
Senior Editor, Personal Finance
Sandra Block, senior editor for Kiplinger’s Personal Finance magazine, has covered personal finance for more than 20 years. Before joining Kiplinger’s, she was a personal finance reporter and columnist for USA TODAY. Her areas of expertise include taxes, saving for retirement, student loans, consumer banking and money management. She is co-author of the “Busy Family’s Guide to Money” and “Easy Ways to Lower Your Taxes: Simple Strategies Every Taxpayer Should Know.”
Panellist Rachel Schnoll
Jewish Communal Fund (JCF)
CEO
Rachel Schnoll is the CEO of the Jewish Communal Fund (JCF). In this role, she oversees the largest Jewish donor advised fund in the country and helps to facilitate philanthropy for 6,600 fundholders. JCF boasts a track record of over 50-years of strong governance, prudent management, and making charitable giving simple and efficient for its fundholders. Since JCF was founded in 1972, its fundholders have granted more than $5 billion to charity.
Rachel joined JCF in June 2022 from Goldman Sachs. She brings to JCF more than two decades of experience in asset and wealth management. As a Managing Director at Goldman Sachs, Rachel led and grew a digital client experience platform for financial advisors. She also headed the Product Strategy group of Goldman Sachs Asset Management where she led teams focused on communicating, launching, and governing mutual funds, ETFs, and other financial products.
Throughout her career, Rachel has focused on helping individuals achieve financial clarity, confidence, and control. Her roles in wealth and asset management organizations have delivered investment strategies and digital solutions to help people achieve their financial goals and live rich, fulfilling lives. She is honored to continue this effort in the philanthropic world.
Panellist Joy Taylor
Kiplinger
Editor, Tax Letter
Joy spends most of her time writing and editing federal tax and retirement content for The Kiplinger Tax Letter, which is published biweekly. She also contributes tax and retirement content to kiplinger.com and Kiplinger’s Retirement Report. Some of her Kiplinger articles have been picked up by the Washington Post and other mainstream media outlets. Joy has also appeared in newspapers, television and on radio as an expert to discuss federal tax developments.
Joy is an experienced tax attorney and CPA with in-depth knowledge of federal tax law. After graduating from the University of Houston with an accounting degree and getting her CPA, she started out as a revenue agent for the Internal Revenue Service. While at the IRS, she audited tax returns of individuals, pass-through entities and corporations. She then earned a J.D. at the University of Houston Law School and an LL.M. in Taxation at New York University School of Law. She worked as a tax consultant for two of the largest accounting firms, Ernst & Young and KPMG, advising business clients on all aspects of the federal tax code. Joy also spent 15 years as a tax lawyer in Washington, D.C., for two multinational law firms. She has written tax content for Tax Notes, the Journal of Tax Practice and Procedure and USC’s Tax Institute, among other publications.
After all her years working for big law firms and accounting firms, Joy saw the light and now puts all her education and federal tax experience to use writing for Kiplinger. Outside of work, she is an avid sports fan, movie buff and dog lover.