The Dallas Jewish Community Foundation Annual Professional Advisors Seminar has presented a nationally recognized authority on estate planning and taxation and for the past 10 years has had more than 300 leading Dallas-Fort Worth area estate planning attorneys, CPAs, insurance agents and other financial planning professionals in attendance. Now in its twenty-second year, the seminar will be held the morning of Friday, October 27, 2017 at the Westin Galleria in Dallas, TX. This seminar provides 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. Most of the professionals in attendance cater to high-net-worth clients. Attendees enjoy a lavish breakfast and receive continuing education credits (CLE, CLU, CFP, CPE and CTFA).

This year, the Foundation is pleased to welcome back guest presenter Christopher E. Erblich, Managing Partner of Husch Blackwell based in Arizona. His practice is national in scope, with clients in more than 20 states and a number who are on the Forbes 400 list – current and former professional athletes, current and former professional sports team owners, entertainers and owners of large closely held businesses. Chris concentrates his practice on sophisticated estate planning, business succession planning and tax planning for high net worth clients and business owners. H is frequently sought out by other professionals, including fellow CPAs, lawyers and financial service professionals, to develop creative planning solutions for complex situations. With extensive experience in federal transfer taxation and various income tax and estate planning techniques, Chris provides on-going business counseling and guidance to many families and family businesses.

 

Click here to register!



Click here if you are interested in being a sponsor.

 

We want to thank the Sponsors of the 2017 Professional Advisors Seminar

as of 6/13/2017

 

Primary Underwriter


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

 

 

Platinum Sponsors


Rusty Cooper
Dallas Consulting Group, Morgan Stanley
8383 Preston Center Plaza 4th Floor
Dallas, TX 75225
(214) 696-7100
fa.morganstanley.com/dallasconsultinggroup

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

 


5500 Preston Road, Suite 250
Dallas, Texas 75205
(214) 252-3250
www.tollesonwealth.com

 

 

Gold Sponsors

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

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

CD Wealth Management LLC
16400 Dallas Parkway, Suite 310
Dallas, TX 75240-6331
www.cdwealth.com

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

Gardere Wynne Sewell LLP
2021 McKinney Avenue, Suite 1600
Dallas, Texas 75201
(214) 999-3000
www.gardere.com

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

Hill Schwartz Spilker Keller LLC
5420 LBJ Freeway
Suite 610
Dallas, TX 75240
(214) 741-5360
www.hssk.com

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

Marsh & McLennan Agency
8144 Walnut Hill Lane, Floor 15
Dallas, TX 75251
(214) 739-5442
www.marshmmasw.com

 

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

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

RSM US LLP
531 Couch Drive, Suite 200
Oklahoma City, OK 73102-2251
(405) 239-7961
www.rsmus.com

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

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

Weaver
12221 Merit Drive, Suite 1400
Dallas, TX 75251
(972) 490-1970
www.weaver.com

Wells Fargo Private Bank
1445 Ross Avenue, 44th floor
Dallas, TX 75202-2819
(214) 721-8246
www.wellsfargo.com/theprivatebank

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

Testimonials

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 - Waldman Bros, 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
As I begin to write this testimonial to DJCF the realization strikes home that this is the 32nd anniversary of our family's Philanthropic Fund which was initiated in 1983. From our home in Waco, we have watched the Dallas Jewish Community F…
Dr. Stanley and Florence Hersh
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

E-mail: info@djcf.org
Phone: (214) 615-9351
Fax: (214) 363-5942