Federal Tax Update

Date: Thursday, September 14, 2017
Time: 7:15am - 10:00am
Location: Radisson North Baltimore Hotel, 2004 Greenspring Road, Timonium, MD 21093
Speaker: Samuel A. Donaldson Professor, Georgia State University

Sponsored by PNC Wealth Management

ABOUT THE PROGRAM:  Stay up to date with this informative and entertaining recap of important cases, rulings, regulations, and legislation from the past 12 months in the federal income, estate, and gift tax laws

ABOUT THE SPEAKER:  Professor Donaldson [J.D. University of Arizona; LL.M. (Taxation) University of Florida] is a Professor of Law at Georgia State University in Atlanta, Georgia. Prior to joining Georgia State in 2012, he was on the faculty at the University of Washington School of Law for 13 years. During his tenure at the University of Washington, he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the School of Law’s Student Bar Association. Professor Donaldson served for two years as Associate Dean for Academic Administration and for six years as the Director of the law school’s Graduate Program in Taxation. He teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility. Professor Donaldson 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. Among his scholarly works, he is a co-author of the popular West casebook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning treatise published by Wolters Kluwer. Professor Donaldson has served as the Harry R. Horrow Visiting Professor of International Law at Northwestern University and a Visiting Assistant Professor at the University of Florida Levin College of Law. An amateur crossword constructor, his puzzles have been published in The New York Times, The Washington Post, The Wall Street Journal, and other outlets. A perennial contender for People Magazine’s “Sexiest Man Alive” honor, Professor Donaldson was recently notified by email of his selection to receive substantial sums of money from high-level Nigerian business officials in exchange for his bank account information.

  • 7:15 a.m. Coffee & Networking        
  • 7:30 Breakfast               
  • 8:00-10:00 – Professor Donaldson’s Presentation

Two Meeting Requirement – This the first program of the BEPC 2017-2018 year.  To maintain membership in the Baltimore Estate Planning Council, active members are required to attend at least two educational meetings annually. Reservations must be pre-paid. 

Cancellation Policy – Reservations must be canceled in writing or by e-mail and received no later than Monday September 11, 2017.

AEP®, CAP®, CFP®, and Insurance CE have been applied for.

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