Tax & Legal Seminar

The Tax & Legal Seminar is presented annually by the Arizona Community Foundation and the Jewish Community Foundation.

The Seminar will be held November 13, 2020. Due to the COVID-19 pandemic, the co-presenting sponsors are hosting this year’s Seminar through an online platform.

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

Digital binder is now available

Those who registered for the 2020 Tax & Legal Seminar may now download the digital binder, which includes the speaker's notes and presentation. To assure that you have all of the materials available during the Seminar, please print your own copy or download the digital binder to your laptop or mobile device. Please note that the PDF file is large and may take some time to load on your device. 
 
DOWNLOAD BINDER

Featured Speaker

Christopher Hoyt is a Professor of Law at the University of Missouri (Kansas City) School of Law where he teaches courses in the area of federal income taxation, charitable organizations and retirement plans.

He received an undergraduate degree in economics from Northwestern University and he received dual law and accounting degrees from the University of Wisconsin.
Professor Hoyt is the Vice- Chair of the RPTE Charitable Group and he serves on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow and has been designated by his peers as a "Best Lawyer". He was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils. 

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

  • Retirement Assets for First and Second Marriages: Let the Fun Begin
  • Estate Planning for Retirement Assets After the SECURE Act
  • How to get Income Tax Savings from Charitable Bequests
  • So, You Wanna be a Philanthropist, including Proposed New Rules for Donor Advised Funds

Seminar Chair 

Teresa Coin, Esq., BOK Financial

Presented By

 

Special thanks to the 2020 Tax & Legal Seminar sponsors

Benefactor

Abbot Downing logo 

Diamond Patrons

Platinum Patrons

Gold Patrons

  • Eide Bailly LLP
  • Estate Management Services
  • MGKS
  • TFO Phoenix, Inc.
  • Zia Trust, Inc.

Patrons

  • AASK-Aid to Adoption for Special Kids
  • ABLE Financial Group
  • Arizona Bank & Trust
  • Boyer Bohn, p.c.
  • Braun Siler Kruzel PC
  • Dana Whiting Law, PLLC
  • Hunter Hagan & Company, Ltd.
  • Jaburg Wilk
  • J.P. Morgan
  • Jennings, Strouss & Salmon, PLC
  • Lohman Company PLLC
  • Midfirst Bank
  • MRA Associates
  • RSM US LLP
  • Sacks Tierney
  • Stoker Ostler Wealth Advisors
  • Versant Capital Management
  • Warner Angle Hallam Jackson & Formanek PLC

Supporters

  • Benefit Financial Services Group
  • Berk Law Group
  • BMO Wealth Management
  • Cohn Financial Group
  • Deborah W. Miller, PLLC
  • First Financial Equity Corporation
  • First Western Trust
  • Stephen Hart PLLC
  • Holland & Knight
  • Hunt & Gale
  • Jackson/Roskelley Wealth Advisors, Inc.
  • Jewish Tuition Organization
  • John Even of Schmitt Schneck Casey Even & Williams, PC
  • Dan P. Kammrath
  • Mack Business Appraisals, LLC
  • James Sean McGettigan, CPA/PFS, CFP®, CGMA
  • McGrath Nothman PC
  • McNemar Law Offices, PC
  • Sherman & Howard L.L.P.
  • South Park Advisors
  • Stephen Hart PLLC
  • Strategic Wealth Advisors, LLC
  • T&T Estate Services, LLC

Friends

  • Brenda A. Blunt, CPA, CGMA
  • Linda H. Bowers, JD, CFP®, AEP®, CEPA®
  • Susan M. Ciupak, JD
  • Teresa Coin, Esq.
  • Jay Franz
  • Terri A. Hardy
  • Victoria C. Harris, CPA
  • Erin B. Itkoe, CFP®, CPA/PFS
  • Denise E. McClain, JD
  • Kristel K. Patton, Esq.
  • Christopher P. Siegle, Esq.
  • Michelle Margolies Tran
  • Thomas C. Waite CFP® CWS®
  • Farrah H. Whitworth, CPA
  • Keith Wibel, CFA

Last updated October 28, 2020.

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