COMMUNITY FOUNDATION TAMPA BAY PRESENTS…

Keeping Up with the Cool Kids: Estate Planner's Guide to Recent Tax Developments

Make sure you’re up to date with this informative and entertaining recap of the big cases, rulings, regulations, and legislation from the past 12 months related to federal income, estate, and gift taxes. Specific topics to be addressed will depend on the latest developments but will likely include the aftermath of SECURE 2.0, the basis of assets held by an irrevocable trust, and the IRS’s ongoing battle with the Administrative Procedure Act.

Presented by:

Samuel A. Donaldson, JD, LLM (Taxation)

Georgia State University College of Law

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Tuesday, September 12, 2023

Networking Reception: 5:00 - 6:00 pm

Program: 6:00 - 7:30 pm

Advance reservations are required

Continuing Education Credits: 2 hours CLE/1.5 hours CFP/1.5 hours CPE

Location: Hilton St. Petersburg, Carillon Park, 950 Carillon Drive, St. Petersburg, FL 33716

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ANNUAL SPONSORS:

Community Foundation Tampa Bay

Goodwill Industries - Suncoast, Inc.

Johns Hopkins All Children’s Hospital Foundation

Johnson, Pope, Bokor, Ruppel & Burns, LLP

Pentera

TOP Jewish Foundation

USF Foundation, Office of Gift Planning

Adelphi Trust Company

American Cancer Society

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SPEAKER BIO:

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, where he served as the Director of the law school’s Graduate Program in Taxation. While at the University of Washington, Professor Donaldson was a five-time recipient of the Philip A. Trautman Professor of the Year award from the School of Law’s Student Bar Association. He teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law, and professional responsibility. In addition to Georgia State and the University of Washington, Professor Donaldson has taught law school classes at Northwestern University, the University of Florida, and Emory University. He 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. He currently serves as the Tax Editor for the Probate Practice Reporter, a monthly publication from the University of South Carolina School of Law. Among his scholarly works, Professor Donaldson is a co-author of the popular law school textbook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning reference volume published by Wolters Kluwer.