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
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 by Tuesday, April 29th.
If you have any questions, please call 214.750.4222.