The 2018 Professional Advisors Seminar

Some say it's the amazing breakfast, some say that it's the reunion-like feeling and some attend because their company has been a longtime sponsor. Whatever the reason, the DJCF Professional Advisors Seminar continues to draw close to 300 leading Dallas-Fort Worth area estate planning attorneys, CPAs, insurance agents and other financial planning professionals. This year was no different. For 23 years, the Dallas Jewish Community Foundation and the Southwest Community Foundation has presented a nationally recognized authority on estate planning and taxation. This educational seminar provides an invaluable opportunity for advisors to take advantage of new information about emerging techniques in areas of charitable and planned giving, and estate and tax planning. Turney Berry, a nationally recognized leader from Louisville, Kentucky in the areas of estate and business planning, estate and trust administration, and charitable giving and tax-exempt organizations, leads his Trusts, Estates & Personal Planning Service Team. His presentation was informational and he was both well-spoken and funny, a good mix when you start at 8am and go a few hours. The primary sponsor was Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P. This year, special attention was feted to the firms that have sponsored the seminar for more than 15 consecutive years and it is an impressive list; Armanino LLP; Carr, Riggs & Ingram; CD Wealth Management; Jackson Walker L.L.P.; Stanford M. Kaufman & Associates; Thompson & Knight - Attorneys and Counselors; Weaver; and Wells Fargo Private Bank. The Foundation is fortunate that the sponsors have made this seminar a Dallas staple in the estate planning industry, as it's the largest of its kind in the metroplex.


We want to thank the Sponsors of the 2018 Professional Advisors Seminar

Primary Underwriter

901 Main St, #3700
Dallas, TX 75202
(214) 744-3700



Platinum Sponsors

Rusty Cooper
Dallas Consulting Group, Morgan Stanley
8383 Preston Center Plaza 4th Floor
Dallas, TX 75225
(214) 696-7100

One Arts Plaza
1722 Routh Street, Suite 1500
Dallas, TX 75201
(214) 969-1700

5500 Preston Road, Suite 250
Dallas, Texas 75205
(214) 252-3250


Gold Sponsors

Armanino LLP
15950 Dallas Parkway, Suite 600
Dallas,TX 75248-6685
(844) 582-8883

Carr, Riggs & Ingram
12400 Coit Road, Suite 1000
Dallas, Texas 75251-2005
(214) 346-5800

CD Wealth Management LLC
16400 Dallas Parkway, Suite 310
Dallas, TX 75248

Development Corporation for Israel/Israel Bonds
12900 Preston Road
Suite 1206
Dallas TX 75230
(972) 661-9191

Foley Gardere
2021 McKinney Avenue, Suite 1600
Dallas, TX 75201
(214) 999-4716

Frost Wealth Advisors
2950 N. Harwood, Ste. 1400
Dallas, TX 75201
(214) 515-4793

Goldin Peiser & Peiser LLP
16800 N. Dallas Parkway
Suite 240
Dallas, TX 75248
(972) 818-5300

Jackson Walker L.L.P.
2323 Ross Ave., Ste 600
Dallas, TX 75201
(214) 953-6000

Marsh & McLennan Agency
8144 Walnut Hill Lane, Floor 15
Dallas, TX 75231
(214) 739-5442

McQ Media
1501 South Loop 288, Suite 104, PMB 312
Denton, TX 76205
(214) 803-1695


Metz Insurance & Financial
12201 Merit Drive, Suite 1000
Dallas, TX 75251
(972) 774-2477

Moss Adams LLP
8750 N. Central Expressway, Suite 300
Dallas, TX 75231-6464
(972) 387-4300

210 Park Avenue, Suite 1725
Oklahoma City, OK 73102
(405) 239-7961

SFMG Wealth Advisors
7800 Dallas Parkway, Suite 350
Plano, TX 75024
(972) 960-6460

Silverman Goodwin LLP
8117 Preston Road, Suite 670
Dallas, Texas 75225
(214) 987-1700

Stanford M. Kaufman & Associates
16475 Dallas Pkwy., Ste. 850
Addison, TX 75001
(972) 447-9648

12221 Merit Drive, Suite 1400
Dallas, TX 75251
(972) 490-1970

Wells Fargo Private Bank
1445 Ross Avenue, 44th floor
Dallas, TX 75202-2819
(214) 721-8246

Wolfish & Newman, PC
One Bent Tree Tower
16475 Dallas Parkway, Suite 395
Addison, TX 75001
(972) 248-7448


The Dallas Jewish Community Foundation continues to be very helpful in working together to meet the various philanthropic goals and desires that many of my clients have. Meyer Bodoff and his staff are very professional and continue to adapt…
Scott R. Cohen - CD Wealth Management, CFP®, CFS®, CAP®
I have the privilege to serve as Chair of Create A Jewish Legacy, the Dallas Jewish Community Foundation's endowment and bequest initiative. That gives me the chance to collaborate with community partners and their donors to ask their const…
Stuart Prescott - Marsh & McLennan Agency Known Locally as Prescott Pailet Benefits
Our family philanthropic fund with the Dallas Jewish Community Foundation, which we established approximately 5 years ago, has provided us with the ability to plan and organize our charitable giving. First, it has allowed us to contribute t…
Dr. Harlan and Hannah Kay Pollock
The Dallas Jewish Community Foundation, particularly under the leadership of Meyer Bodoff, continues to stand out among community organizations. Most nonprofits, focus on the "how" or "way" donors can give. In my experience with Meyer and…
Todd S. Healy, MSW, CLU, ChFC, AEP - Chartered Advisor in Philanthropy, HealyPartners
We have enjoyed a terrific long-standing relationship with the Dallas Jewish Community Foundation. Professionals and families need a trusted partner, not just one with the knowledge and skills to get the job done, but one with a "heart". …
Lenny Krasnow - M.B. & Edna Zale Foundation
My experiences with the Dallas Jewish Community Foundation as a practicing CPA as well as a lay volunteer have been very fulfilling. In my professional dealings with the Foundation staff, they exhibit a high degree of professionalism and r…
Sandy Kaufman - Stanford Kaufman & Associates
My experiences with The Dallas Jewish Community Foundation have only been positive. Meyer Bodoff and his staff may be the most compassionate and capable group of people assembled in the field of philanthropy in Dallas, TX. They never fail…
M. Alan Alspaugh, CLU, CAP® - Eagle Strategies, LLC
Our relationship with Dallas Jewish Community Foundation goes all the way back to its formation as a separate entity in 1999. We are very proud of this relationship and continue to enjoy watching the Foundation grow in size and stature as …
David Rosenberg - Thompson & Knight LLP
As an attorney (and CPA) who often represents families involved with complex tax and estate matters relating to wealth preservation and transfer strategies, it is reassuring to know that the Dallas Jewish Community Foundation is available a…
Josh O. Ungerman, P.C. - Partner, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.

Contact Us

Dallas Jewish Community Foundation
Byrna & Joe Funk Family Philanthropy Center
12700 Hillcrest Road, Suite 201
Dallas, Texas 75230

Phone: (214) 615-9351
Fax: (214) 363-5942