2021 Professional Advisor Seminar

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

Our 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. We’ll also hear an analysis of how these developments affect planning for clients with small, medium, and large estates.

This course is approved for continuing education credit with the following accrediting organizations:

  • American Bankers Association (ABA)
  • Certified Financial Planner Board of Standards (CFP)
  • State Bar of Texas (MCLE)
  • Texas Board of Legal Specialization (TBLS) – Estate Planning and Probate Law
  • Texas Board of Legal Specialization (TBLS) – Tax Law

We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.

This year’s Professional Advisor Seminar has reached the capacity at which we are comfortable hosting in-person guests. Please note that in-person attendees will be asked to wear masks when not eating or drinking and seating configuration will allow for social distancing. Virtual registration is still available.

 

 

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