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, 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 financial and estate planning professionals.

This year’s Tax & Legal Seminar will take place on Friday, November 2, 2018 at The Scottsdale Resort at McCormick Ranch, featuring acclaimed keynote speaker, Turney P. Berry.

About Turney P. Berry

Turney P. Berry, Partner, Wyatt Tarrant & Combs LLP, is a nationally recognized leader in the areas of estate and business planning, estate and trust administration, charitable giving and tax-exempt organizations. He leads the Firm’s Trusts, Estates & Personal Planning Service Team and serves on the Firm’s Executive Committee. Mr. Berry is actively involved with the American College of Trust and Estate Counsel, serves as a member of the Advisory Council of the Heckerling Institute on Estate Planning and American Law Institute, and is a fellow of the American College of Tax Counsel.

He has received the Woodward/White’s The Best Lawyers in America® in the areas of Trusts & Estates and Litigation-Trusts & Estates for the past 22 years. He is a recipient of the National Philanthropy Day Baylor Landrum Award, was recognized by the Texas Bar Foundation for co-authoring the 2015 “Outstanding Law Review Article,” and frequently speaks to civic, charitable and community groups throughout Kentucky, Indiana, and Tennessee.

Past Tax & Legal Seminar Speakers

2018 Seminar Chair
Deborah W. Miller, Esq — Deborah W. Miller, PLLC

Presented by

Special Thanks

We gratefully acknowledge the following contributors for their generous support of the 2018 Tax & Legal Seminar:

Benefactor

Diamond

Fennemore Craig, P.C.
FineMark National Bank & Trust
Frazer Ryan Goldberg & Arnold, LLP

Platinum

Bank of Arizona * Bonhams * Dyer Bregman & Ferrris, PLLC * First International Bank & Trust * Henry + Horne * Kotzin Valuation Partners, LLC * Northern Trust * Plattner, Schneidman, Schneider & Jeffries, P.C. * T&T Estate Services, LLC * TFO Phoenix

Patrons

ABLE Financial Group, LLC * Arizona Bank and Trust * BeachFleishman PC * BMO Private Bank * Boyer Bohn PC * Braun Siler Kruzel PC * Brighton Jones * Buchalter, A Professional Corporation * Clark Hill PLC * Dana Whiting Law * Dolasinski Miller Martin P.C. * Eide Bailly LLP * Estate Management Services * Foothills Asset Management, Ltd. * J.P. Morgan * Jaburg Wilk * Jennings Strouss * Johnson Financial Group * MGKS * Monheit Frisch CPAs * Morris Hall PLLC * MRA Associates * Quarles & Brady LLP * RSM US LLP * Ryley Carlock & Applewhite * Sacks Tierney P.A. * Snell & Wilmer L.L.P. * TCI Wealth Advisors * TrustBank * US Bank Private Wealth Management * Versant Capital Management, Inc. * Wallace, Plese + Dreher LLP * Wanda Tang, P.C. * Warner Angle Hallam Jackson & Formanek PLC * Zia Trust, Inc.

Supporters

American Cancer Society * Berk Law Group * Bernstein Private Wealth Management * First Financial Equity Corporation * First Western Trust * Stephen Hart PLLC * Holland & Knight * Hunter Consulting Services, PLLC * Hunter Hagan & Company, Ltd. * Jackson/Roskelley Wealth Advisors, Inc. * Dan P. Kammrath * Lohman Company PLLC * Mack Business Appraisals, LLC * McGrath Nothman, PC * McNemar Law Offices PC * Deborah W. Miller, PLLC * PacWest, a part of BFS Wealth Management * Thomas S. Waite * Law Offices of Paul Weich

Friends

Ed Blake * Linda H. Bowers, JD, CFP®, AEP * Susan M. Ciupak, Esq. * Thomas W. Dietrich, Esq. * Alan Gold, CPA * Victoria C. Harris, CPA * Erin B. Itkoe, CFP®, CPA/PFS * Denise McClain, Esq. * James Sean McGettigan * Kristel K. Paton, Esq. * Debra J. Polly * Jeffrey A. Schlichting, CPA * Christopher P. Siegle, Esq. * Curtis L. Smith * Lisa Sullivan AEP® CSOP® CTFA® CWS® * Paul E. Yates, FSA, CLU

*Underwriting updated as of 9/14/2018

To learn about sponsorship benefits and opportunities, contact Rachel Rabinovich or download a sponsorship packet here.

Committee

Thank you to the committee of dedicated legal, accounting, financial planning professionals, and life underwriters who volunteer their time and expertise to the Jewish Community Foundation and the Arizona Community Foundation for their vital contributions to the success of this annual Tax & Legal Seminar.

Stephen Barber; Edward Blake; Dieter Bollman; Linda H. Bowers, JD, AEP (Past Chair); Cynthia S. Bozik; Adam Brooks, CFP (Past Chair); Kelley Cathie, Esq.; Susan M. Ciupak Esq.; Beth S. Cohn, Esq.; Teresa Coin, JD, LLM; Thomas Dietrich, Esq.; Ted Dwyer, CFP; J. Noland Franz; Alan Gold, CPA; David Gryp; Terri A. Hardy; Victoria C. Harris, CPA (Past Chair); Stephen Hart; Daniel L. Hulsizer, Esq.; Erin B. Itkoe, CPA/PFS/CFP; Kimberly C. Kur, JD; Denise E. McClain, Esq. (Past Chair); James Sean McGettigan, CPA/PFS, CGMA; Chuck McGrath, CPA, CFP, MBA; Kristel Patton, Esq.; Debra J. Polly; Christy Ray; Eliza Daley Read; T.J. Ryan, Esq.; Jeffrey A. Schlinchting, CPA; Darin Shebesta; Abbie S. Shindler, Esq.; Chris Siegle; Curtis W. Smith; Todd Smith; Lisa Sullivan, CTFA, CWS; Allyson J. Teply, Esq.; Michelle Margolies Tran, Esq.; Treeva Veysey; Thomas Waite; Pamela Wheeler, EA (Immediate Past Chair); Trevor S. Whiting, Esq. ; Keith Wibel, CFA; Kris Yamano; Paul E.Yates, FSA, CLU

If you’re interested in becoming a member of the Tax & Legal Seminar Planning Committee, please contact Rachel Rabinovich.