$0 – $165

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The Scottsdale Resort at McCormick Ranch

7700 East McCormick Parkway

Scottsdale, AZ 85258

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The Jewish Community Foundation and the Arizona community Foundation are thrilled to present the 2019 Tax and Legal Seminar featuring Samuel Donaldson! The seminar may qualify for up to four continuing education credits.


Cancellation Policy

Early bird registration fee is $165 until September 13. $190 after September 13. $100 refundable for cancellations made by October 20. $50 refundable for cancellations made between October 21 and October 30. No partial refunds will be made after October 29.


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) 481-1785 or rrabinovich@jcfphoenix.org for more information.


2019 Seminar Chair:
Deborah Miller, Esq., Deborah W. Miller PLLC

2019 Seminar Vice Chair:
Teresa Coin, Esq., BOK Financial

We are grateful to this year's underwriters!*


Benefactor:

abbott downing logo

Diamond Patron:

BOK Financial
Fennemore Craig, P.C.
Finemark National Bank & Trust
Frazer, Ryan, Goldberg & Arnold, LLP


Platinum Patron:

Bonhams
Dyer Bregman & Ferris, PLLC
First International Bank and Trust
Henry+Horne
Kotzin Valuation Partners
Northern Trust
Plattner, Schneidman, Schneider & Jeffries, PC
Tarbox Family Office
TrustBank

T&T Estate Services, LLC


Patron:

ABLE Financial Group
Arizona Bank & Trust
Clark Hill PLC
Dana Whiting Law, PLLC
Eide Bailly LLP
Estate Management Services
Foothills Asset Management, Ltd.
Hunter Hagan & Company, Ltd.
J.P. Morgan
MGKS
MRA Associates
Quarles & Brady LLP
Ryley Carlock & Applewhite
Sacks Tierney P.A.
Sherman & Howard LLP
TFO Phoenix
Wallace, Plese+Dreher
Warner Angle Hallam Jackson & Formanek PLC
Versant Capital Management, Inc.
Zia Trust, Inc.


Supporter:

American Cancer Society
Benefit Financial Services Group (BFSG)
Buchalter
Cohn Financial Group
First Financial Equity Corporation
First Western Trust
Stephen Hart PLLC
Hunter Consulting Services, PLLC
Jackson/Roskelley Wealth Advisors, Inc.
John Even of Schmitt Schneck Casey Even & Williams, PC
Mack Business Appraisals, LLC
McGrath Nothman PC
McNemar Law Offices, PC
Deborah W. Miller, PLLC
Vavrinek, Trine, Day & Co., LLP


Friend:

Linda H. Bowers, J.D., CFP® AEP® CEPA®
Teresa Coin, Esq.
Thomas W. Dietrich
Victoria C. Harris, CPA
Erin B. Itkoe, CFP®, CPA/PFS
Elena Kohn
Denise McClain, Esq.
James McGettigan, CPA/PFS, CFP®, CGMA
Eliza Read Daley
Jeffrey A. Schlichting, CPA
Christopher P. Siegle, Esq.
Todd Smith
Lisa Sullivan AEP®, CSOP™, CTFA™, CWS®

*Underwriting updated as of 5/16/2019

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Date and Time

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The Scottsdale Resort at McCormick Ranch

7700 East McCormick Parkway

Scottsdale, AZ 85258

View Map

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