Register Now for the 24th Annual Tax & Legal Seminar
Early bird registration is open.
Attended annually by more than 300 financial and estate planning professionals, the Tax & Legal Seminar has been a signature presentation of the Jewish Community Foundation since 1993 — and presented in collaboration with the Arizona Community Foundation since 2001.
We are delighted this year to present nationally renowned speaker Natalie Choate, who returns to the Tax & Legal Seminar for the first time since 2002. Miss Choate’s presentation will include charitable giving with retirement benefits, 201 best and worst planning ideas for your client’s retirement benefits, making retirement benefits payable to trusts, and case studies in estate planning for retirement benefits.