BEPC Education Program - Tax Update
CFP CE 2 HOUR - approved!
Sponsored by Baltimore Community Foundation
07:00 - 08:00 Breakfast and Networking (for those attending in-person)
08:00 - 10:00 Program
ABOUT THE PROGRAM: Federal Tax Update
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. Specific topics to be addressed include the proposed anti-abuse exception to the anti-clawback rule, the IRS’s ongoing struggles with the Administrative Procedure Act, the proposed regulations relating to the estate tax deduction for interest and claims, and cases involving the deduction for charitable contributions.
Attendees will be able to: (1) explain recent developments in the federal income, estate, and gift tax laws to their clients; (2) recommend estate planning strategies to their client in light of recent developments in the federal income, estate, and gift tax laws; and (3) design estate plans for clients reflecting recent developments in the federal income, estate, and gift tax laws.
ABOUT THE SPEAKER:
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. 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 Los Angeles 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.