HAMPTON ROADS ESTATE PLANNING COUNCIL

Topic: Federal Tax Update

Agenda:

• 3:30 pm Registration
• 4:00 pm Program
• 5: 00 pm Happy Hour/Networking (includes appetizers, beer, wine and soft drinks)

This is a CURRENT Members Only Event.

CE: MCLE, CFP, CPA CE will be offered.

Registration: Please register only through 1 organization by Thursday, October 22nd

Meet our Speaker: Sam Donaldson, Esq

Professor Donaldson serves as Director of Curriculum and Professor of Law at Georgia State University College of Law and is a nationally sought-after speaker on federal taxation and estate planning.  Known for his dynamic presentation style and practical insights, he has taught and lectured extensively across the country for attorneys, CPAs, financial professionals and estate planning advisors.

His distinguished career includes faculty appointments at the University of Washington School of Law, Northwestern University and the University of Florida Levin College of Law.

He is also co-author of leading publications on federal income tax and contemporary estate planning.

This program promises timely updates, practical guidance, and valuable insights for professionals working in tax, legal, financial, and charitable planning fields.

This program is being presented jointly by:

• Hampton Roads Estate Planning Council
• Hampton Roads Financial Planning Association
• Hampton Roads Gift Planning Council
• Hampton Roads Chapter of the Association of Fundraising Professionals

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Thank you to our Presenting Sponsors:

Thank you to our Council Sponsor:

Leadership Sponsors:

• AMG National Trust
• Hampton Roads Estate Planning Council
• Financial Planning Association of Hampton Roads
• Tidwater Community College
• Hampton Roads Gift Planning Council

Partner Sponsors:

• Cerity Partners
• Hampton Roads Chapter of the Association of Fundraising Professionals
• Spark Nonprofit Consulting and Coaching
• The Academy of Music