Tax & Legal Seminar

2018 Tax & Legal Seminar

 

Our most popular and well-attended event, this year's Tax & Legal Seminar featured nationally renowned speaker Turney P. Berry.

The 26th Annual Tax & Legal Seminar

Thank you to the nearly 330 professional advisors who attended the 2018 Tax & Legal Seminar. We can't wait for you to join us again next year!

Special thanks to all of the generous sponsors who supported the 26th Annual Tax & Legal Seminar.

The Tax & Legal Seminar is presented annually by the Arizona Community Foundation and the Jewish Community Foundation. The 26th Annual Tax & Legal Seminar was held November 2, 2018, at the Scottsdale Resort at McCormick Ranch.

DOWNLOAD PROGRAM FOR 2018 TAX & LEGAL SEMINAR

Featured Speaker

Turney P. Berry

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.

During the 2018 Seminar, Turney provided engaging new insights into current topics, including:

  • The 2017 Tax Act
  • The shift in planning from estate taxes to income taxes
  • The new Uniform Directed Trust Act
  • Charitable giving

Seminar Chair

Deborah Miller, Esq., Deborah W. Miller PLLC

Presented By

 

Special thanks to the 2018 Tax & Legal Seminar underwriters

Benefactor

Abbot Downing logo 

Diamond Patrons

  • Fennemore Craig, PC
  • FineMark National Bank & Trust
  • Frazer Ryan Goldberg & Arnold LLP

Platinum Patrons

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

Patrons

  • ABLE Financial Group
  • Arizona Bank & Trust
  • BeachFleischman 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 PC
  • 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 LLP
  • TCI Wealth Advisors
  • TrustBank
  • U.S. 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
  • 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
  • Strategic Wealth Advisors
  • Thomas C. Waite, CFP®, CWS

  • Law Offices of Paul Weich

Friends

  • Ed Blake
  • Linda H. Bowers, JD, CFP®, AEP
  • Cynthia S. Bozik, JD, CTFA
  • Teresa Coin, Esq.
  • 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, CPA/PFS, CFP®, CGMA
  • Kristel K. Patton, Esq. 
  • Debra J. Polly, Esq.
  • Jeffrey A. Schlichting, CPA
  • Christopher P. Siegle, Esq.

  • Lisa Sullivan AEP® CSOP™ CTFA CWS
  • Paul E. Yates, FSA, CLU
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