2021 Professional Advisor Seminar

Please mark your calendars for the 2021 Professional Advisor Seminar to be held on Friday, September 24 from 7:30 - 10:30 a.m.

We are thrilled to announce this event will be held in-person at, Pegasus Park, a newly developed mixed-use office campus designed to bolster local biotech, social impact and corporate innovation, and the new home for The Dallas Foundation. 

Keynote speaker, Samuel A. Donaldson, JD, LL.M., will discuss The Winds of Change: Recent Developments in Federal Income, Estate and Gift Taxes. Join us for an informative and entertaining recap of the important federal income, estate, and gift tax cases, rulings, regulations, and legislation from the past 12 months, together with an analysis of how these developments affect planning for clients with small, medium, and large estates.

Please note that the seminar will be offered in person as well as via live stream. 

Register Now

Interested in sponsoring the 2021 Professional Advisor Seminar? Learn how!

Information about continuing education opportunities coming soon!



About Samuel A. Donaldson

Samuel A. Donaldson [J.D. University of Arizona; LL.M. (Taxation) University of Florida] is a Professor of Law at Georgia State University in Atlanta. Prior to joining the Georgia State faculty in 2012, he was on the faculty at the University of Washington School of Law in Seattle for 13 years. During his tenure at the University of Washington, he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the School of Law’s Student Bar Association. Professor Donaldson served for two years as Associate Dean for Academic Administration and for six years as the Director of the law school’s Graduate Program in Taxation. He teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility. 

Professor Donaldson is an Academic Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the Bar in Washington, Oregon, and Arizona. 

About the Professional Advisor Seminar

For over 20 years, The Dallas Foundation’s Professional Advisor Seminar has provided timely and relevant continuing education programs for accountants, investment managers, wealth advisors, financial planners, trust attorneys, and more. Our seminars cover a range of financial topics providing advisors with practical and valuable information to assist their clients.

 

Questions? Contact Us. 
Gary Garcia
Senior Director, Philanthropic Partnerships