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
