Donate
Donate
Donate

Tikkun
Olam

-now and forever.
Seminar Registration

2025 Professional Advisors Seminar

Friday, September 19, 2025
Breakfast | 7:30-8:00 AM
Seminar | 8:00-10:30 AM

Westin Galleria Dallas
13340 Dallas Parkway | Dallas, TX 75240

About the Seminar

Creative Charitable Planning:
How to Leverage Noncash Assets and AI

 

Join Paul Caspersen for an advanced session exploring real-world charitable planning scenarios. Beginning with a brief primer, then Paul will walk through recent donor cases involving non-cash assets, such as gifts of closely held businesses, real estate, and charitable remainder trusts. Each case will highlight the legal, tax, and philanthropic variables at play, illustrating how to assess timing, asset suitability, mission alignment, and liquidity strategies. You’ll explore how tax rules, asset structures, and philanthropic goals intersect, discussing timing, feasibility, and mission alignment in collaborative problem-solving. This session offers advanced insights for professional advisors seeking to learn new strategies and deliver transformational outcomes for their clients and the organizations their clients care deeply about.

2025 Seminar Details

Learn More!

Nonprofit Sponsor Registration

NEW THIS YEAR:

DJCF/SWCF invites our nonprofit partners to join us at a ticket level that will include public recognition of your organization at the seminar. To take advantage of this offer, select the button the right to register your agency. 

What is included:

  • Agency recognition at the seminar
  • 1 ticket per agency (to purchase additional tickets, please use the regular registration below)
  • Entry into our business card swap

Agency Registration

Seminar Registration

"*" indicates required fields

Name*
Law, Accounting, Financial Advisor, Estate Planner, etc.
Business Address*
Indicate whether you require CPE, CLE, CLU, CFP, or CTFA credits.
This is an opportunity to exchange contact information with fellow professional advisors in the DFW area.
If you’re seeking credits for CLE, CLU, or CFP, please provide us with your CLE, CLU, or CFP number. Please put ‘N/A’ if not applicable.
Upon submission, you will be redirected to complete payment via credit card.
If you wish to pay by check instead, please email [email protected].

Sponsor list as of 6/05/2025

Primary Sponsor

We are grateful to Meadows Collier for 18 years of sponsorship!

Benefactor Sponsor
Advocate Sponsor
Partner Sponsor
Supporter Sponsors