Tax & Legal Seminar
The Jewish Community Foundation created the annual Tax & Legal Seminar in 1993 to provide an educational opportunity for financial and estate planning professionals.
Since 2001, the Tax & Legal Seminar has been a collaborative presentation of the Jewish Community Foundation and the Arizona Community Foundation. It has grown to be recognized as the premier educational seminar of its kind in Arizona, and is attended annually by hundreds of Arizona’s leading financial and estate planning professionals.
The 2020 Tax & Legal Seminar will be held on Friday, November 13th, 8:00 a.m. to 12:30 p.m via webinar, featuring acclaimed keynote speaker, Chris Hoyt.
The seminar may qualify for up to 4 hours of CE credit for attorneys, CPAs, life underwriters, and CFP® licensees.
Individual tickets are $125. Full refunds will be made if requested by November 12, 2020.
About Chris Hoyt
This year, the seminar is pleased to welcome Chris Hoyt, a professor of law at the University of Missouri (Kansas City) School of Law, where he teaches courses in the areas of
federal income taxation, charitable organizations, and retirement plans.
Hoyt received an undergraduate degree in economics from Northwestern University and dual law and accounting degrees from the University of Wisconsin. Professor Hoyt is the Vice Chair of the RPTE Charitable Group and serves on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow and has been designated by his peers as a “Best Lawyer.” The National Association of Estate Planners and Councils elected him to the Estate Planning Hall of Fame.
During this year’s Seminar, Hoyt will provide engaging new insights into current topics, including:
- Retirement Assets for First and Second Marriages: Let the Fun Begin
- Estate Planning for Retirement Assets After the SECURE Act
- How to get Income Tax Savings from Charitable Bequests
- So, You Wanna be a Philanthropist, including Proposed New Rules for Donor Advised Funds
Past Tax & Legal Seminar Speakers
2019 Samuel A. Donaldson
2018 Turney P. Berry
2017 Samuel A. Donaldson
2016 Natalie Choate
2015 Samuel A. Donaldson
2014 Steven E. Trytten
2013 Samuel A. Donaldson
2012 Christopher R. Hoyt
2011 Samuel A. Donaldson
2010 Erik Dryburgh
2009 Samuel A. Donaldson
2008 Lawrence Katzenstein
2007 Jon & Eileen Gallo
2006 Christopher R. Hoyt
2005 Stanley M. Johanson
2004 Conrad Teitel
2003 Jeffrey N. Pennell
2002 Natalie Choate
2001 Steve Leimberg
2000 Terry L. Simmons
Teresa Coin, Esq., BOK Financial
We gratefully acknowledge the following contributors for their generous support of the 2020 Tax & Legal Seminar:
Bessemer Trust * Dyer Bregman & Ferris, PLLC * Henry+Horne *
Kotzin Valuation Partners, LLC * Northern Trust * Tarbox Family Office * TrustBank
Eide Bailly LLP * Estate Management Services * MGKS – Matthews Gold Kennedy & Snow * TFO Phoenix, Inc. * Zia Trust, Inc.
AASK-Aid to Adoption for Special Kids * ABLE Financial Group * Arizona Bank & Trust * Boyer Bohn, p.c. * Braun Siler Kruzel PC * Dana Whiting Law * Hunter Hagan & Company, Ltd. * Jaburg|Wilk * J.P. Morgan * Jennings, Strouss & Salmon, P.L.C. * Lohman Company PLLC * MidFirst Bank * MRA Associates * RSM US LLP * Sacks Tierney * Stoker Ostler Wealth Advisors * Versant Capital Management * Warner Angle Hallam Jackson & Formanek PLC
Benefit Financial Services Group * Berk Law Group * BMO Wealth Management * Cohn Financial Group * John Even of Schmitt Schneck Casey Even & Williams, PC * First Financial Equity Corporation * First Western Trust * Stephen Hart, PLLC * Holland & Knight * Hunt & Gale * Jackson/Roskelley Wealth Advisors, Inc. * Jewish Tuition Organization * Dan P. Kammrath * Mack Business Appraisals, LLC * James Sean McGettigan, CPA/PFS, CFP®, CGMA * McGrath Nothman, PC * McNemar Law Offices, PC * Deborah W. Miller, PLLC * Sherman & Howard L.L.P. * South Park Advisors * Strategic Wealth Advisors * T&T Estate Services, LLC
Brenda A. Blunt, CPA, CGMA * Linda Bowers, JD, AEP®, CFP®, CEPA * Susan M. Ciupak, JD * Teresa Coin, Esq. * Jay Franz * Terri A. Hardy * Victoria C. Harris, CPA * Erin B. Itkoe, CRP, CPA/PFS * Michelle Margolies Tran * Denise E. McClain, JD * Kristel K. Patton, Esq. * Christopher P. Siegle, Esq. * Thomas C. Waite, CFP® CWS® * Keith Wibel, CFA * Farrah H. Whitworth, CPA
*Sponsorships secured as of October 15, 2020
Additional sponsorship opportunities are available.
If you would like to sponsor this event, you may sign up online. If you prefer, may download, complete, and return the PDF form along with your payment. If you have questions or would like more information about sponsorship, please contact Rachel Rabinovich.