Annual CFT and SMU Professional Seminar

May 7, 2019 — Dallas, TX

The CFT/SMU Professional Seminar is an annual continuing education event hosted by Communities Foundation of Texas and Southern Methodist University for estate attorneys, CPAs and wealth planners. Samuel Donaldson’s technical presentation will include a comprehensive review of the major provisions from the 2017 Tax Cuts and Jobs Act as well as a recap of other important cases, rulings, regulations and guidance from 2018 and early 2019 of interest to estate planning professionals. Also, he will explain how those provisions affect planning strategies for married couples with small, medium and large estates.