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2018 Tax and Legal Seminar

Jewish Community Foundation & Arizona Community Foundation

Friday, November 2, 2018 from 7:00 AM to 12:00 PM (MST)

2018 Tax and Legal Seminar

Ticket Information

Ticket Type Sales End Price Fee Quantity
Underwriter Oct 30, 2018 Free $0.00
ACF or JCF Staff Oct 30, 2018 Free $0.00
Early Bird Special - Registrant   more info Sep 14, 2018 $150.00 $0.00

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Event Details

The event will be held at the Scottsdale Resort at McCormick Ranch located at 7700 E McCormick Parkway, Scottsdale, AZ 85258.


The Jewish Community Foundation and the Arizona Community Foundation are thrilled to present the 2018 Tax & Legal Seminar featuring Turney P. Berry! The session may qualify for up to four continuing education credits.

Cancellation Policy
Early bird registration fee is $150 until September 14. $175 after September 14. $100 refundable for cancellations made by October 21. $50 refundable for cancellations made between October 22 and October 30. No partial refunds will be made after October 30.   

Thank you to all of our underwriters!

To learn about underwriting this year's seminar in support of two great organizations and position your firm in front of Arizona's finest professional advisory network, contact Rachel Rabinovich at the Jewish Community Foundation at (480) 699-1717 or rrabinovich@jcfphoenix.org for more information. 

This year's nationally renowned speaker: Turney P. Berry

Mr. Berry is an engaging speaker on current topics including the 2017 Tax Act, the shift in planning from estate taxes to income taxes and the new Uniform Directed Trust Act. 

 

2018 Seminar Chair
Deborah Miller, Esq., Deborah W. Miller PLLC

We are grateful to this year's underwriters!*

Benefactor


Diamond
Fennemore Craig, PC
FineMark National Bank & Trust
Frazer, Ryan, Goldberg and Arnold, LLP

Platinum
Bank of Arizona
Bonhams

Dyer Bregman & Ferris, PLLC
First International Bank and Trust
Henry+Horne
Kotzin Valuation Partners
Northern Trust
Plattner, Schneidman, Schneider & Jeffries, P.C.
TFO Phoenix

Patrons
ABLE Financial Group
Arizona Bank and Trust
BeachFleischman PC
BMO Private Bank
Boyer Bohn PC
Braun Siler Kruzel PC
Buchalter
Clark Hill PLC
Dana Whiting Law
Dolasinski Miller Martin PC
Eide Bailly LLP
Estate Management Services
Foothills Asset Management, Ltd.
J.P. Morgan
Jaburg Wilk
Jennings Strouss
Johnson Financial Group
MGKS
Monheit Frisch CPAs
Morris Hall PLLC
MRA Associates
Quarles & Brady LLP
RSM US LLP
Ryley Carlock & Applewhite
Sacks Tierney P.A.
Snell & Wilmer L.L.P.
TCI Wealth Advisors
U.S. Bank Private Wealth Management
Versant Capital Management, Inc.
Wallace, Plese+Dreher LLP
Wanda Tang, P.C.
Warner Angle Hallam Jackson & Formanek PLC
Zia Trust, Inc.

Supporters
American Cancer Society
Berk Law Group PC
BNC National Bank
First Financial Equity Corporation
First Western Trust
Stephen Hart PLLC
Holland & Knight
Hunter Consulting Services, PLLC
Hunter Hagan & Company, Ltd.
Jackson/Roskelley Wealth Advisors
Dan P. Kammrath
Lohman Company PLLC
Mack Business Appraisals, LLC
McGrath Nothman, PC
McNemar Law Offices PC
Deborah W. Miller, PLLC
PacWest, a part of BFS Welath Management
T&T Estate Services, LLC
Law Offices of Paul Weich

Friends 
Ed Blake
Linda H. Bowers, JD, CFP®, AEP
Susan M. Ciupak, Esq.
Thomas W. Dietrich, Esq.
Alan Gold, CPA
Victoria C. Harris, CPA
Erin B. Itkoe,CFP®, CPA/PFS
Denise McClain, Esq.
James Sean McGettigan
Debra J. Polly
Jeffrey A. Schlichting, CPA
Christopher P. Siegle, Esq.
Curtis L. Smith
Lisa Sullivan AEP® CSOP™ CTFA CWS
Paul E. Yates, FSA, CLU

 

*Underwriting updated as of 7/13/18

Have questions about 2018 Tax and Legal Seminar? Contact Jewish Community Foundation & Arizona Community Foundation

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When & Where


Scottsdale Resort at McCormick Ranch
7700 E McCormick Pkwy
Scottsdale, AZ 85258

Friday, November 2, 2018 from 7:00 AM to 12:00 PM (MST)


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Organizer

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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