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Federal Tax Update with Sam Donaldson

  • Tuesday, September 13, 2022
  • 11:30 AM - 1:00 PM
  • Community Foundation of Sarasota County

In partnership with the Community Foundation of Sarasota County and Manatee Community Foundation, please join us for a Distinguished Speaker Series program to kick off the Southwest Florida Estate Planning Council's 58th year! 

Speaker:  Sam Donaldson

Topic:  Federal Tax Update

Synopsis:  Stay up to date with this informative and entertaining recap of important cases, rulings, regulations, and legislation from the past 12 months in the federal income, estate, and gift tax laws. Specific topics to be addressed will depend on the latest developments but will likely include the IRS's ongoing woes with the Administrative Procedure Act, the anti-abuse exception to the anti-clawback regulations, and the impact of increasing interest rates.

Date: Tuesday, September 13, 2022
Registration and Lunch: 11:30 a.m.
Program: 12:00 p.m. – 1:00 p.m.

Location: Community Foundation of Sarasota County 
2635 Fruitville Rd, Sarasota, FL 34237

Continuing Education Credit: 
1 Credit for Attorney, CPA, CFP and Trust Officers 

SWFEPC Members:  Click Here to Register
Registration Deadline: September 12, 2022
Guest Fee: $60
Please submit payment to SWFEPC for all guests.

About Our Speaker: 

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. 

In addition to Georgia State and the University of Washington, Professor Donaldson has taught law school classes at Northwestern University, the University of Florida, and Emory University. He 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, Professor Donaldson 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 reference volume published by Wolters Kluwer. 

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.


Click this link which will bring you to the Community Foundation Registration Site:  SWFEPC - Click Here to Register

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If you are registering a guest, please provide your guest’s full name and phone number and the name of the SWFEPC member.

Click submit. You will receive an email confirmation shortly after submitting. 

Please email the SWFEPC Secretary with any questions: 


Our purpose is to encourage the highest level of professional service in the Estate Planning field around Southwest Florida.

Email Us:

PO Box 2098
Sarasota, FL 34230