Professional Seminar 2016
“Charity and the Tax Code”
Communities Foundation of Texas and SMU
Host Seminar for Professional Advisors
WHEN: Tuesday, May 10, 2016 from 8:00 AM to 11:30 AM; Breakfast at 7:00 AM
WHAT: The Professional Seminar is an annual event hosted by Communities Foundation of Texas and Southern Methodist University. This year, Robert Keebler will speak on the topic “Charity and the Tax Code”. He will present the latest charitable tax strategies regarding income and estate taxation, transfers to charity during life and after death, private foundation vs. donor-advised funds, and charitable remainder and lead trusts.
WHO: Featuring Robert S. Keebler. A 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Council, Keebler’s practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning and estate administration.
Sponsored by: Meadows, Collier, Reed, Cousins, Crouch, & Ungerman, LLP; Carter Financial Management; Thompson & Knight Foundation; Dallas CPA Society; Gray Reed & McGraw; Quest Capital Management, Inc.; and Tolleson Wealth
Seminar Committee Members: George J. Nachman, Committee Chairman; Brent E. Christopher, Communities Foundation of Texas; Edward A. Copley, The Blum Firm, P.C., Alan K. Davis, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, LLP; Amy A. Eaker, Southern Methodist University; Kal Grant, Tolleson Wealth Management; Norman A. Lofgren, Gray Reed & McGraw, PC; Stephen N. Maus, The Nautilus Group; Kathy Muldoon, Carter Financial Management; and Kenneth B. Travis TravisWolff.
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 into their practices. Continuing education credits offered.
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. CFT professionally manages more than 900 component funds, and it has distributed over $1.5 billion in charitable grants since its inception.
Register: $80 / registration fee per person until March 31st. 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/keebler Please call Angela Woodson at 214.750.4145.