The 2019 DJCF/SWCF Professional Advisors Seminar

2019 DJCF/SWCF Professional Advisors Seminar

This year's Professional Advisors Seminar, "Tax Changes Affecting Estate Planning and Charitable Giving", provided an invaluable networking opportunity with advisors that take advantage of new information about emerging techniques in areas of charitable and planned giving and estate and tax planning. Attendees enjoyed a lavish breakfast and received continuing education credits in their field.  Now in its 24th year, this seminar attrached more than 250 professional advisors that work with high net worth clients.


The guest presenter Ronald D. Aucutt, Senior Fiduciary Counsel with Bessemer Trust was very knowledgeable and shared his expertise and case examples of tax code. Ron’s career has focused on planning and controversy matters involving the estate, gift, and generation-skipping transfer taxes, the income taxation of trusts and estates, and the rules regarding tax-exempt organizations and charitable contributions.  He has contributed to the formation of tax policy through legislation and Treasury regulations and has served as an expert witness in estate and gift tax matters.  

The event would not be complete without an inspirational message from President/CEO Meyer Bodoff, see video below. 




We want to thank the Sponsors of the 2019 Professional Advisors Seminar

as of 7.18.2019

Primary Underwriter

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

Platinum Sponsors

Frost Wealth Advisors
2950 N. Harwood, Ste. 1400
Dallas, TX 75201
(214) 515-4793
Dallas Consulting Group, Morgan Stanley
Dallas Consulting Group, Morgan Stanley
8383 Preston Center Plaza 4th Floor
Dallas, TX 75225
(214) 696-7100
Thompson & Knight - Attorneys and Counselors
One Arts Plaza
1722 Routh Street, Suite 1500
Dallas, TX 75201
(214) 969-1700


Gold Sponsors

Alkeon Capital Management
350 Madison Avenue, 19th Floor
New York, NY 10017
(203) 885-6077

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

Bessemer Trust
300 Crescent Ct. Suite 800
Dallas, TX 75201
(214) 245-1418

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

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

Good Life Family Magazine
SLP & Company, LLC

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

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

Texas Capital Bank Private Wealth Advisors
2000 McKinney Ave., Suite 1800
Dallas, TX 75201
(214) 210-3068

2300 N Field St, Suite 1000
Dallas, TX 75201
(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