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Joint Councils Meeting 2027

  • Tuesday, January 19, 2027
  • 5:15 PM - 7:30 PM
  • Michael's On East, 1212 East Ave South, Sarasota, FL 34238

In partnership with the Community Foundation of Sarasota County, please join us for a Distinguished Speaker Series program.

Date: Tuesday, January 19, 2027 – Joint Council Meeting

Speaker: Sam Donaldson

Topic: 2027 Federal Tax Update

Time: 5:15 p.m. – Registration and cocktails, 6:00 p.m. dinner and opening remarks

Program: 6:15 p.m. – 7:15 p.m.

Location: Michael’s On East

More details and registration information will be shared as we near this presentation. 

THANK YOU TO OUR PROGRAM SPONSOR: 

        


ABOUT OUR SPEAKER:

Michele A. W. McKinnon
Partner, McGuireWoods LLP

Michele McKinnon is a Partner in the Richmond, Virginia, office of McGuireWoods LLP and is a member of its Private Wealth Services Group and head of its Nonprofit and Tax-Exempt Organizations group. With 40 years of experience, she represents many public charities, major colleges and universities, supporting organizations, private foundations, and charitable trusts in all aspects of compliance with the federal tax laws, as well as with governance, endowment, and investment matters. Her work also includes planned giving, estate planning, and estate and trust administration.

She is a Fellow in the American College of Trusts and Estates Counsel and a member of its Board of Regents. She previously served as ACTEC’s Virginia State Chair and is a past Chair of its Charitable Planning and Exempt Organizations Committee. She lectures and writes regularly including presentations for Heckerling Institute on Estate Planning, ACTEC, ALI-ABA, Southern Federal Tax Institute, and Virginia CLE.

Ms. McKinnon received her B.A. degree from the University of Virginia (1982), her J.D. degree, magna cum laude, from the University of Richmond (1985), and her LL.M. in taxation from the College of William and Mary (1992).

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

Email Us:
admin@swfepc.org

Address:
PO Box 2098
Sarasota, FL 34230