Annual Tax & Legal Seminar
Each year the Jewish Community Foundation partners with the Arizona Community Foundation to host the Tax & Legal Seminar, recognized as the premier educational seminar in the state for financial and estate planning advisors. The seminar provides the financial and estate planning community with the opportunity to hear speakers who are experts in their respective fields, while earning CE or CLE credit.
The featured speaker for the 2014 Tax & Legal Seminar was Steven E. Trytten, Esq., CPA, MBA, a nationally recognized authority on tax and estate planning who has been quoted in financial publications such as the Wall Street Journal, Forbes Magazine, Bloomberg Wealth Manager, Kiplinger’s Retirement Report, and the Los Angeles Business Journal. Trytten lectures to tax and estate professionals across the country. He is a “Certified Specialist” in two areas: Taxation Law, and Estate Planning and Probate Law (certification by the Board of Legal Specialization of the State Bar of California).
The next Tax and Legal Seminar is set for November 13, 2015, and will feature Tax & Legal Seminar favorite, Professor Samuel A. Donaldson, who is returning by popular demand for the fourth time since 2011. Professor Donaldson is a distinguished professor of law specializing in tax law and estate planning. Learn more about the 2015 Tax & Legal Seminar.