PLEASE NOTE THIS MEETING WAS ORIGINALLY SCHEDULED FOR NOVEMBER 10 BUT

IS NOW SCHEDULED FOR NOVEMBER 9

WALK-INS ARE NOT GUARANTEED A MEAL

CASH OR CHECK AT THE DOOR: $15

JOIN US FOR FOR OUR GENERAL MEETING

(WELCOME FPA MEMBERS!)

NOVEMBER 9

11:30 - 1:00 p.m.

Communities Foundation of Texas

5500 Caruth Haven Lane, Dallas

(Lunch Will Be Provided)

RSVP DEADLINE:

Tuesday, NOVEMBER 3 (5:00 p.m.)

MARK THOMPSON

COURTNEY LEAR

ONE YEAR LATER:

ONE BIG BEAUTIFUL BILL

One year after enactment of the One Big Beautiful Bill Act, tax professionals and charitable advisors are beginning to see the real-world impact of the legislation. This session will examine the bill's key gifting, estate, and charitable planning provisions, along with other significant tax changes affecting individuals and families.

Mark Thompson, CPA, has more than 20 years of experience providing tax compliance and advisory services to affluent families, entrepreneurs, and closely held businesses. His practice focuses on helping clients navigate complex tax matters, evaluate planning opportunities, and align tax strategies with their broader business, personal, and financial objectives. Mark serves clients across a variety of industries, including real estate, professional services, and family-owned businesses, and enjoys helping clients achieve goals that extend beyond tax minimization.

Courtney Lear has extensive experience in tax compliance and advisory services, delivering strategic guidance tailored to complex financial needs. She specializes in working closely with affluent individuals, multi-generational families, and complex trusts and estates. Leveraging her deep knowledge of tax planning and compliance, she effectively advises clients across a diverse range of consulting areas to help them protect and optimize their finances.

There is continuing education credit pending approval for attorneys, financial planners and accountants. The links will be distributed if approved.

TO MAKE YOUR RESERVATION:

Click on the Link Below:

PAYMENT IS DUE AT TIME OF REGISTRATION

NOTE: If the payment link is not accessible on a company computer, please use a personal computer

SPONSORED BY:

The Catholic Foundation, McBride & Associates at Merrill Lynch Wealth Management and Saville

We Would Like to Thank All of Our 2026 Sponsors:

Bank of America - Philanthropic Solutions

Children's Medical Center Foundation

Communities Foundation of Texas

C3 Financial Partners

Dallas Jewish Community Foundation

Farmers National Company

Heritage Auctions

HighGround Advisors

McBride & Associates at Merrill Lynch Wealth Management

Merit Financial Advisors

Saville

Southwestern Medical Foundation

Texas Presbyterian Foundation

The Catholic Foundation

The Dallas Foundation

DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

P.O. BOX 38553, DALLAS, TX 75238 |  214-221-5170

www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com