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Communities Foundation of Texas and SMU Dedman School of Law HostSeminar for Professional Advisors
Communities Foundation of Texas

February, 2014

Professional Seminar 2014

“Top Charitable and Estate Planning Ideas for the New 2014 Tax Environment”

Communities Foundation of Texas and SMU Dedman School of Law

Host Seminar for Professional Advisors

 

 

WHEN:            Tuesday, May 13, 2014 from 8:00 AM to 11:15 AM; Breakfast at 7:00 AM

 

WHAT:            The Professional Seminar is an annual event hosted by Communities Foundation of Texas and SMU Dedman School of Law. This year, speaker Stacy Eastland will speak on the topic “Top Charitable and Estate Planning Ideas for the New 2014 Tax Environment.” He will discuss the comparative advantages and considerations of several different techniques to plan in the new transfer tax, income tax and health care tax environment.

 

WHO:              Featuring Stacy Eastland, Managing Director, Goldman Sachs

Eastland has been listed in Bloomberg Personal Finance as one of the top trust and estate lawyers in the U.S. and was selected as one of the ten initial recipients of the AEP (Distinguished Accredited Estate Planner) award of the National Association of Estate Planners and Councils.

Sponsors: Meadows, Collier, Cousins, Crouch & Ungerman, L.L.P. and Dallas CPA Society

Committee Chair Alan K. Davis, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.

 

WHERE:          Communities Foundation of Texas

5500 Caruth Haven Lane

                        Dallas, TX 75225

                        www.cftexas.org/seminar2014  

 

WHY:               The seminar is designed to help advisors develop specific strategies to integrate philanthropy in their practices. Continuing education credits pending.

 

Communities Foundation of Texas, a public charity founded in 1953, works closely with donors and nonprofits—receiving charitable gifts, managing assets responsibly and making effective grants. As the largest community foundation in Texas and one of the largest in the country, CFT professionally manages more than 900 component funds, and it has distributed over $1.3 billion in charitable grants since its inception.

 

Register:         $70 / registration fee per person until April 1, then $80. Seating is limited.

MCLE/CPE/CFP continuing education credit for 3 hours. TBLS credit for Estate Planning and Probate Law, Tax Law. No prerequisite required.

                        Register online at www.cftexas.org/seminar by Tuesday, April 29th.

                        If you have any questions, please call 214.750.4222.



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