As a special member benefit during the pandemic, current PEPC members will receive complimentary registration to our May 11th, 2021 virtual luncheon program. Continuing education credits not included.
"Dealing with Uncle Sam, Everyone's Least Favorite Relative in the Family Business"
Estate planners must recognize the tax traps and opportunities that accompany the client with a closely-held business. This session will review the federal income tax issues and planning strategies for C corporations, S corporations, partnerships, and limited liability companies, and how they affect contemporary estate planning techniques.
Prior to our main presentation, the Philadelphia Estate Planning Council will conduct its annual business meeting to elect our 2021-2022 Officers and Board of Directors.
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.
Two Education Credits for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
Thank You to Our Generous Sponsors
Click here to download a printable registration form.
Administered by the National Association of Estate Planners & Councils, the Accredited Estate Planner® designation means “I believe in the team concept of estate planning” and attainment allows designees to distinguish themselves to clients and among peers as a true member of the team. If you have a firm commitment to the collaborative approach of estate planning and want to cultivate multi-disciplinary relationships, this could be the professional designation for you.
It is awarded only to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
If you are a credentialed professional looking to set yourself apart from the competition, please join this discussion to learn more about what is involved with obtaining the AEP designation.
This is a free event for PEPC members and non-members.
Click here to download the handouts:
Why Earn the AEP Designation
As a special member benefit during the pandemic, current PEPC members will receive complimentary registration to our June 15, 2021 virtual Ethics Forum. Continuing education credits not included.
"Ethics of Working from Home"
Watch for more information soon!
Philadelphia Estate Planning Council
P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215
Fax: (856) 727-9504