$0 – $165

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Location

Location

The Scottsdale Resort at McCormick Ranch

7700 East McCormick Parkway

Scottsdale, AZ 85258

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Event description

Description

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
Tarbox Family Office


Platinum Patron:

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

T&T Estate Services, LLC


Patron:

ABLE Financial Group, LLC
Arizona Bank & Trust
BMO Private Bank
Boyer Bohn p.c.
Braun Siler Kruzel PC
Brighton Jones
Clark Hill PLC
Dana Whiting Law
Eide Bailly LLP
Estate Management Services
Foothills Asset Management, Ltd.
Hunter Hagan & Company, Ltd.
J.P. Morgan Private Bank
Jaburg Wilk
Jennings, Strouss & Salmon, PLC
Lohman Company PLLC
MGKS
MRA Associates
Quarles & Brady LLP
RSM US LLP
Ryley Carlock & Applewhite
Sacks Tierney P.A.
Sherman & Howard LLC
Stoker Ostler, a part of BMO Financial Group
TFO Phoenix, Inc.
Versant Capital Management, Inc.
Wallace, Plese+Dreher
Warner Angle Hallam Jackson & Formanek PLC
Zia Trust, Inc.


Supporter:

American Cancer Society
Benefit Financial Services Group (BFSG)
Berk Law Group, PC
Buchalter, A Professional Corporation
Capital Wealth Alliance, LLC
Cohn Financial Group
Empowered Legacy Planning
John Even of Schmitt Schneck Casey Even & Williams, PC
First Financial Equity Corporation
First Western Trust
Stephen Hart PLLC
Holland & Knight
Hunter Consulting Services, PLLC
Jackson/Roskelley Wealth Advisors, Inc.
Johnson Financial Group
Dan Kammrath
Mack Business Appraisals, LLC
McGrath Nothman PC
McNemar Law Offices, PC
Deborah W. Miller, PLLC
Thomas C. Waite, CFP®, CWS®


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 E. McClain, Esq.
James Sean McGettigan, CPA/PFS, CFP®, CGMA
Eliza Daley Read
Jeffrey A. Schlichting, CPA
Christopher P. Siegle, Esq.
M. Todd Smith, Esq.
Lisa Sullivan AEP®, CSOP™, CTFA™, CWS®

*Underwriting updated as of 7/12/2019

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Date and Time

Location

The Scottsdale Resort at McCormick Ranch

7700 East McCormick Parkway

Scottsdale, AZ 85258

View Map

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