Allied Professional Advisors Seminar 2025

Advance your planning expertise

Allied is a seminar designed for professional advisors seeking timely, practical insights on federal tax developments and planning strategies that matter to your clients. Led by industry expert Sam Donaldson, this session will help attorneys, CPAs, financial planners, insurance professionals, trust officers, and nonprofit staff interpret current law changes and apply them effectively in client planning.

Join other trusted advisors in the Mid-South on December 2, 2025, for a morning of focused learning, peer engagement, and continuing education.

Cost

• Free for members of allied professional organizations
• $150 through November 28 (non-members)
• $200 after November 28 (non-members)

Delivery method

Group-live seminar

Featuring Sam Donaldson, J.D., LL.M.

Director of Curriculum and Professor of Law, Georgia State University College of Law (Atlanta, GA)

Sam Donaldson is a nationally recognized tax and estate planning authority who brings decades of academic leadership and practical insight to complex planning issues. With teaching experience at Georgia State University and the University of Washington, he has been honored multiple times as “Professor of the Year” at three different law schools. He is an Academic Fellow of the American College of Trust and Estate Counsel (ACTEC) and serves as tax editor for the Probate Practice Reporter.

Professor Donaldson will guide participants through timely federal tax law changes and their implications for income, estate, gift, and charitable planning. His expertise makes this session especially relevant for advisors who counsel clients on wealth transfer, tax planning, and trust administration.

Session overview

This seminar provides a comprehensive overview of the most significant federal tax developments affecting individuals, estates, trusts, and small businesses in 2025, including:

• Impacts of the One Big Beautiful Bill Act and key federal changes
• Income tax rate extensions and charitable deduction considerations
• Latest guidance on QTIP trusts and planning implications
• Selected recent IRS rulings and court cases shaping practice

Participants will leave with a deeper understanding of evolving tax law and actionable planning techniques to support their clients more effectively.

Ideal for professional advisors

This seminar is crafted for professionals who counsel individuals and families on tax, estate, trust, and philanthropic planning, including:

• Attorneys
• Certified Public Accountants (CPAs)
• Financial planners and advisors
• Insurance professionals
• Trust officers
• Nonprofit professionals involved in planning or advising

Whether you are seeking to stay current on federal tax law developments or looking for deeper insight into planning strategies for complex client situations, this event delivers high-value technical content and peer networking.

Sponsors

This seminar is presented in partnership with:

• Community Foundation of Greater Memphis
• Estate Planning Council of Memphis
• Financial Planning Association of Greater Memphis
• Planned Giving Council of the Mid-South

We thank our Allied partners for supporting professional education in the Mid-South.