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2016 Tax and Legal Seminar

Jewish Community Foundation & Arizona Community Foundation

Friday, November 11, 2016 from 7:00 AM to 12:00 PM (MST)

2016 Tax and Legal Seminar

Ticket Information

Ticket Type Sales End Price Fee Quantity
Early Bird Special - Registrant 3d 7h 56m $150.00 $0.00
Underwriter Nov 4, 2016 Free $0.00
ACF or JCF Staff Nov 4, 2016 Free $0.00

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Event Details

The event will be taking place at the Omni Scottsdale Resort at Montelucia, 4949 E. Lincoln Drive, Scottsdale AZ 85253.

The Jewish Community Foundation and the Arizona Community Foundation are thrilled to present the 2016 Tax & Legal Seminar featuring Natalie Choate! The session may quality for up to four continuing education credits.

Sponsorship opportunities are still available. Support two great organizations and position your firm in front of Arizona's finest professional advisory network. Contact Rachel Rabinovich at (480) 699-1717 or rrabinovich@jcfphoenix.com for more information.

This years nationally renowned speaker: Natalie Choate.
Natalie Choate is an attorney with the Boston law firm of Nutter McClennen & Fish. Her practice is limited to consultations on estate planning for retirement benefits. Her two books, Life and Death Planning for Retirement Benefits and The QPRT Manual, are leading resources for estate planning professionals. Miss Choate is a fellow and former Regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. She serves as an editorial advisor for Trusts and Estates. Named “Estate Planner of the Year” by the Boston Estate Planning Council, she is listed in The Best Lawyers in America. The National Association of Estate Planners and Councils has awarded her the “Distinguished Accredited Estate Planner” designation. Her articles on estate planning topics have been published in ACTEC Notes, Estate Planning, Trusts and Estates, Tax Practitioners Journal and Tax Management.

Miss Choate has lectured in 50 states, Canada, Puerto Rico, and the District of Columbia, and has spoken at the Heckerling, Notre Dame, and Southern Federal Tax Institutes, among others. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Money, The New York Times, Newsweek, Forbes, Financial Planning and Financial World. A Boston native, Miss Choate is a graduate of Radcliffe College and Harvard Law School. .

Tax and Legal Seminar 2016 Topics:

  • Charitable Giving With Retirement Benefits
  • 201 Best and Worst Planning ideas for your client’s retirement benefits
  • Making Retirement Benefits Payable to Trusts
  • Case Studies in Estate Planning for Retirement benefits
2016 Seminar Chair
Pamela Wheeler, EA, Principal, Henry & Horne, LLP, Certified Public Accountants 

We are grateful to this year's sponsors!*


Fennemore Craig, PC 

Bonhams Auctioneers and Appraisers Since 1793
Dyer Bregman & Ferris, PLLC
Frazer Ryan Goldberg & Arnold, LLP

Henry & Horne, LLP
Northern Trust

 ABLE Financial Group
Arizona Bank & Trust
Boyer Bohn P.C.
Clark Hill PLC
Dolasinski Miller Martin P.C.
Eide Bailly LLP
Foothills Asset Management, Ltd.
Jennings, Strouss & Salmon, P.L.C.
Kotzin Valuation Partners
Matthews, Gold, Kennedy & Snow, TLC
Monheit Zongolowicz Frisch, CPAs
MRA Associates
Nussbaum Gillis & Dinner, P.C.
Ryley Carlock & Applewhite
Sacks Tierney P.A.
Versant Capital Management, Inc.
Wallace, Plese + Dreher, LLP
Warner Angle Hallam Jackson & Formanek PLC
Zia Trust, Inc.

Arizona State University Foundation
Bank of Arizona
Dana Law Group
First Western Trust
Stephen Hart, PLLC
Holland & Knight LLP
Hunter Hagen & Company, Ltd.
Lohman Company, PLLC
Mack Business Appraisals, LLC
David H. McConachie, CPA
Deborah W. Miller, PLLC
PacWest Financial Management, Inc.
Plattner, Schneidman, Schneider, & Jeffries, P.C.
Riley Echols Wealth Management, LLC
Strategic Wealth Advisors, LLC
T&T Estate Services, LLC
TCI Wealth Advisors, Inc.

Linda H. Bowers, JD, AEP
Teresa Coin
Alan Gold
Victoria C. Harris, CPA
Erin B. Itkoe, CFP, CPA/PFS
Denise McClain, Esq.
Paul Yates

*Underwriting as of 7.7.2016

Have questions about 2016 Tax and Legal Seminar? Contact Jewish Community Foundation & Arizona Community Foundation

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When & Where

Montelucia Resort
4949 E Lincoln Dr
Scottsdale, AZ 85253

Friday, November 11, 2016 from 7:00 AM to 12:00 PM (MST)

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Jewish Community Foundation & Arizona Community Foundation

Understanding the Jewish Community Foundation

For more than 40 years, the Jewish Community Foundation has been helping people support the Jewish and secular causes that are important to them. We provide resources to make the community's vision a reality and we respond to emergencies facing the Jewish people. The Jewish Community Foundation is the largest resource for long-term Jewish philanthropy in the Greater Phoenix area. We have earned the trust of our donors and the community of professional advisors who work with us to help donors achieve their charitable and financial goals.

Understanding the Arizona Community Foundation

For 35 years, the Arizona Community Foundation has worked to improve the quality of life in Arizona by promoting and facilitating effective philanthropy. Our success is directly related to our generous donors who invest through the Arizona Community Foundation in our state's most effective nonprofit organizations.

We provide:
Flexible giving opportunities for donors
Major funding for nonprofits and students
Leadership around key community issues

  Contact the Organizer

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