Tax & Legal Seminar


Our most popular and well-attended event, this year’s Tax & Legal Seminar will feature Samuel A. Donaldson, a professor of law at Georgia State University in Atlanta.

The 25th Annual Tax & Legal Seminar

Join us at

Scottsdale Resort at McCormick Ranch

7700 E. McCormick Parkway

The Tax & Legal Seminar is presented annually by the Arizona Community Foundation and the Jewish Community Foundation. The 25th Annual Tax & Legal Seminar will be held November 3, 2017, and for the first time, the seminar will take place at the Scottsdale Resort at McCormick Ranch.

Register Now

The cost to attend is $175. Please Note: $100 is refundable for cancellations made by October 22. $50 is refundable for cancellations made between October 23 and October 27. No partial refunds will be processed after October 27.  

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

Featured Speaker


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 (ACTEC) 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 the 2017 Tax & Legal Seminar, Mr. Donaldson will discuss these topics:

  • Federal tax update
  • A hitchhiker's guide to international estate planning

Seminar Chair

Pamela Wheeler, EA, Principal, Henry+Horne

Seminar Vice Chair

Deborah Miller, Esq., Deborah W. Miller PLLC

Presented By


Special thanks to the 2017 Tax & Legal Seminar underwriters



Diamond Patrons

  • Fennemore Craig
  • Frazer Ryan Goldberg & Arnold LLP

Platinum Patrons

  • Bonhams
  • Dyer Bregman & Ferris, PLLC
  • Henry+Horne
  • Kotzin Valuation Partners, LLC
  • Northern Trust
  • Plattner, Schneidman, Schneider & Jeffries, P.C.
  • TCI Wealth Advisors, Inc.


  • ABLE Financial Group
  • Arizona Bank & Trust
  • Bank of Arizona
  • BeachFleischman PC
  • Boyer Bohn, p.c.
  • Braun Siler Kruzel PC
  • Buchalter, A Professional Corporation
  • Clark Hill PLC
  • Dolasinski Miller Martin p.c.
  • Eide Bailley, LLC
  • Estate Management Services
  • Foothills Asset Management, Ltd.
  • J.P. Morgan
  • Jaburg Wilk
  • Jennings Strouss
  • Johnson Bank

  • MGKS
  • Monheit Zongolowicz Frisch CPAs, PLC
  • Morgan Stanley Private Wealth Management
  • Morris Hall, PLLC
  • MRA Associates
  • Quarles & Brady LLP
  • Ryley Carlock & Applewhite
  • Sacks Tierney P.A.
  • Snell & Wilmer L.L.P.
  • TFO Phoenix
  • Versant Capital Management, Inc.
  • Wallace, Plese + Dreher LLP
  • Wanda Tang, P.C.
  • Warner Angle Hallam Jackson & Formanek PLC
  • Zia Trust, Inc.


  • American Cancer Society
  • Ballard Spahr LLP
  • Berk Law Group, P.C.
  • Bernstein Private Wealth Management
  • First Western Trust
  • Stephen Hart, PLLC
  • Holland & Knight
  • Hunter Hagan & Company, Ltd.
  • Hunter Consulting Services, PLLC
  • Lohman Company, PLLC
  • Mack Business Appraisals, LLC
  • Charles W. McGrath Jr CPA PC
  • McNemar Law Office, P.C.
  • Deborah W. Miller, PLLC
  • PacWest
  • T&T Estate Services, LLC


  • Linda H. Bowers, JD, AEP, CFP®
  • Teresa Coin, J.D., LLM
  • Ted Dwyer, CFP®
  • Alan Gold, CPA
  • Scott M. Hancock, Esq.
  • Terri A. Hardy
  • Victoria C. Harris, CPA
  • Erin B. Itkoe, CFP®, CPA/PFS
  • Denise E. McClain
  • James McGettigan, CPA/PFS, CGMA
  • Eliza Daley Read
  • Christopher P. Siegle Esq.
  • Paul E. Yates, FSA, CLU
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