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"Staying Atop Shifting Sands: Keeping Nimble Amidst Changing Tax Laws" featuring Samuel A. Donaldson

May 7, 2019 | SMU Miller Event Center

Thank you for attending the 2019 CFT/SMU Professional Advisor Seminar featuring Samuel Donaldson! We hope the information you received will enhance your work with your clients.

Should you have any follow-up questions for Professor Donaldson, you can email him at

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Topics of Discussion:

I. The "Tax Cuts and Jobs Act" of 2017 and Post-Enactment Guidance
A comprehensive review of the major provisions from the 2017 Act, including post-enactment rulings and regulatory guidance as well as inflation adjustments.

II. Other Developments of Note
A recap of other important cases, rulings, regulations, and legislation from 2018 and early 2019 of interest to estate planning professionals. These materials include discussion of the proposed anti-clawback regulations, developments in the area of charitable deduction planning, and cases involving family entities and split-dollar insurance arrangements.

III. Contemporary Estate Planning Paradigms for Married Couples
A look at how the developments in Parts I and II affects planning strategies for married couples with small, medium and large estates.


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