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 financial and estate planning professionals.

The 2019 Tax & Legal Seminar will be held on Friday, November 1st at The Scottsdale Resort at McCormick Ranch, featuring acclaimed keynote speaker, Samuel Donaldson.

Early-bird registration is available until September 13 at a cost of $165. Beginning September 14th, the cost to attend is $190. Please note: $100 is refundable for cancellations made by October 20. $50 is refundable for cancellations made between October 21 and October 29. No partial refunds will be processed after October 29.

The seminar may qualify for up to 4 hours of CE credit for attorneys, CPAs, life underwriters, and CFP licensees.

About Samuel Donaldson

Professor Donaldson

Samuel A. Donaldson [J.D. University of Arizona; LL.M. (Taxation) University of Florida] was appointed Professor of Law at Georgia State University in Atlanta, Georgia, in 2012. Prior to this appointment, he was on the faculty at the University of Washington School of Law for 13 years. During his tenure at the University of Washington, he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the School of Law’s Student Bar Association, most recently in 2011. He teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law, and professional responsibility.

Professor Donaldson is an Academic Fellow of the American College of Trust and Estate Counsel and a member of the Bar in Washington, Oregon, and Arizona. Among his scholarly works, he is a co-author of the West casebook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning treatise published by CCH. An amateur crossword constructor, his puzzles have been published in The New York Times, The Los Angeles Times, The Chronicle of Higher Education, USA Today, and other outlets.

During this year’s Seminar, Donaldson will provide engaging new insights into current topics, including:

– The 2019 Federal Tax Update
– Contemporary Estate Planning Paradigms for Married Couples
– Unwinding Estate Plans Because of Changed Circumstances
– Fifty Shades of J: Understanding the Federal Income Taxation of Trusts and Estates

Past Tax & Legal Seminar Speakers