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May 2 Dinner Seminar: Tax Law with Professor Samuel A. Donaldson
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Professor Samuel Donaldson will recap the key aspects of the 2017 Tax Cuts and Jobs Act with a focus on how the new rules change the income, estate, and gift tax planning advice we give to clients.

 Export to Your Calendar 5/2/2018
When: May 2, 2018
Registration and buffet dinner: 5:30pm; Presentation 6:00 - 8:00pm
Where: Map this event »
San Jose Westin Hotel
302 South Market Street
Grand Ballroom
San Jose, California  95113-2233
United States
Presenter: Professor Samuel A. Donaldson
Contact: Wendy Ikebe


Online registration is available until: 5/2/2018
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HOW THE TAX CUTS AND JOBS ACT IMPACTS CONTEMPORARY ESTATE PLANNING PARADIGMS

Everyone knows the 2017 Tax Cuts and Jobs Act was the most important federal tax legislation since 1986. But what many still don’t know is exactly how the 2017 Act changes the income and estate planning strategies used by high net worth individuals. This informative and entertaining presentation will recap the key aspects of the new law, with a focus on how the new rules change the income, estate, and gift tax planning advice we give to clients. Special emphasis will be on the new 199A deduction for qualified business income and planning with an $11.18 million transfer tax exclusion.

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, Georgia. Prior to joining the Georgia State faculty 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 Los Angeles Times, The Washington Post, The Wall Street Journal, and other outlets.

MCLE: General MCLE Credit: 2 Unit; Estate Planning Specialization MCLE Credit: 2 Unit

Cost: SVBA: $45 Non-Members: $90
Parking is not included with event registration. (Local parking options include: valet, covered parking at the Convention Center parking garage ~1/2 block away, uncovered parking ~1/2 block away).

Due to financial commitments to the venue, we cannot offer refunds after April 25.

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May 2 Dinner Seminar: Tax Law with Professor Samuel A. Donaldson

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