Tax & Legal Seminar

2019 Tax & Legal logo

The 2019 Tax & Legal Seminar featured nationally renowned speaker Samuel Donaldson.

The Annual Tax & Legal Seminar

The Tax & Legal Seminar is presented annually by the Arizona Community Foundation and the Jewish Community Foundation. The Seminar was held November 1, 2019, at the Scottsdale Resort at McCormick Ranch.

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

Download the speaker's notes for Tax & Legal

download the notes

Featured Speaker

Samuel A. Donaldson

SAMUEL A. 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 

Seminar Chair

Deborah Miller, Esq., Deborah W. Miller PLLC

Seminar Vice-Chair

Teresa Coin, Esq., BOK Financial

Presented By

 

Special thanks to the 2019 Tax & Legal Seminar underwriters

Benefactor

Abbot Downing logo 

Diamond Patrons

  • BOK Financial
  • Fennemore Craig, P.C.
  • FineMark National Bank & Trust
  • Frazer, Ryan, Goldberg & Arnold, LLP
  • Tarbox Family Office

Platinum Patrons

  • Bessemer Trust
  • Bonhams
  • Dyer Bregman & Ferris, PLLC
  • First International Bank & Trust
  • Henry+Horne
  • Kotzin Valuation Partners, LLC
  • MRA Associates
  • Northern Trust
  • Plattner, Schneidman, Schneider & Jeffries, PC

  • T&T Estate Services, LLC

  • TrustBank

Patrons

  • AASK - Aid to Adoption of Special Kids
  • ABLE Financial Group, LLC
  • Arizona Bank & Trust
  • BMO Private Bank
  • Boyer Bohn p.c.
  • Braun Siler Kruzel
  • Brighton Jones
  • Clark Hill PLC

  • Dana Whiting Law
  • Dolasinski Miller Martin p.c.
  • Eide Bailly, LLP
  • Estate Management Services

  • Foothills Asset Management, Ltd.
  • Hunter Hagan & Company, Ltd.
  • J.P. Morgan
  • Jaburg Wilk
  • Jennings, Strouss & Salmon, PLC
  • Lohman Company PLLC
  • MGKS
  • Morris Hall PLLC

  • Quarles & Brady LLP
  • RSM US LLP
  • Ryley Carlock & Applewhite
  • Sacks Tierney P.A.
  • Sherman & Howard LLC
  • Snell & Wilmer LLP
  • Stoker Ostler, a part of BMO Financial Group
  • TFO Phoenix, Inc.
  • Versant Capital Management, Inc. 
  • Wallace, Plese+Dreher
  • Warner Angle Hallam Jackson & Formanek PLC

  • Zia Trust, Inc.

Supporters

  • American Cancer Society
  • Benefit Financial Services Group (BFSG)
  • Berk Law Group, P.C.
  • Bernstein Private Wealth Management
  • Buchalter, A Professional Corporation
  • Capital Wealth Alliance, LLC
  • Cohn Financial Group
  • Empowered Legacy Planning
  • John Even of Schmitt Schneck Casey Even & Williams, PC
  • First Financial Equity Corporation
  • First Western Trust
  • Stephen Hart PLLC

  • Holland & Knight
  • Hunter Consulting Services, PLLC
  • Jackson/Roskelley Wealth Advisors, Inc.


  • Johnson Financial Group
  • Dan Kammrath
  • Mack Business Appraisals, LLC
  • McGrath Nothman PC
  • McNemar Law Offices, PC
  • Deborah W. Miller, PLLC
  • Strategic Wealth Advisors, LLC
  • Thomas C. Waite, CFP®, CWS®
  • Law Offices of Paul Weich

Friends

  • Linda H. Bowers, JD CFP® AEP® CEPA®
  • Susan M. Ciupak, Esq.
  • Teresa Coin, Esq.
  • Thomas W. Dietrich
  • J. Noland Franz, Esq
  • Victoria C. Harris, CPA
  • Erin B. Itkoe, CFP®, CPA/PFS
  • Elena Kohn
  • Miranda K. Lumer, JD
  • Denise McClain, Esq.
  • James Sean McGettigan, CPA/PFS, CFP®, CGMA
  • Eliza Daley Read
  • Jeffrey A. Schlichting, CPA
  • Christopher P. Siegle, Esq.
  • M. Todd Smith, Esq.
  • Lisa Sullivan AEP® CSOP™ CTFA™ CWS®

Talk With Us

Underwriting opportunities are available for 2019. 

If you would like to underwrite this event, you may sign up online

Alternatively, you 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 us: 

Rachel Rabinovich, JCF
480.481.1785
Email

Michael Ponzio, ACF
602.682.2068
Email

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