Tax & Legal Seminar
The Jewish Community Foundation created the annual Tax & Legal Seminar in 1993 to provide an educational opportunity for financial and estate planning professionals.
Since 2001, Tax & Legal Seminar has been a collaborative presentation of the Jewish Community Foundation and the Arizona Community
Foundation. It has grown to be recognized as the premier educational seminar of its kind in Arizona, and is attended annually by hundreds of financial and estate planning professionals.
This year’s Tax & Legal Seminar will take place on Friday, November 3, 2017 at The Scottsdale Resort at McCormick Ranch (formerly The Scottsdale Conference Resort), featuring acclaimed keynote speaker, Samuel A. Donaldson, who returns to the Tax & Legal seminar by popular demand for the fifth time since 2009.
About Samuel A. Donaldson
Samuel A. Donaldson was appointed Professor of Law at Georgia State University in Atlanta, Georgia in 2012. Before 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. 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 State 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 Wolters Kluwer. An amateur crossword constructor, his puzzles have been published in The New York Times, The Los Angeles Time, The Chronicle of Higher Education, USA Today, and other outlets.
Professor Donaldson is a graduate of the University of Arizona School of Law, and the University of Florida (LL.M., Taxation).
Past Tax & Legal Seminar Speakers
2016 Natalie Choate
2015 Samuel A. Donaldson
2014 Steven E. Trytten
2013 Samuel A. Donaldson
2012 Christopher R. Hoyt
2011 Samuel A. Donaldson
2010 Erik Dryburgh
2009 Samuel A. Donaldson
2008 Lawrence Katzenstein
2007 Jon & Eileen Gallo
2006 Christopher R. Hoyt
2005 Stanley M. Johanson
2004 Conrad Teitel
2003 Jeffrey N. Pennell
2002 Natalie Choate
2001 Steve Leimberg
2000 Terry L. Simmons
2017 Seminar Chair
Pamela Wheeler, EA – Henry & Horne, LLP, Certified Public Accountants
2017 Vice Chair
Deborah W. Miller, Esq — Deborah W. Miller, PLLC
We gratefully acknowledge the following top tier contributors for their generous support of the 2017 Tax and Legal Seminar:
Fennemore Craig, P.C.
Frazer Ryan Goldberg & Arnold, LLP
Dyer Begman & Ferrris, PLLC
Henry + Horne
Kotzin Valuation Partners, LLC
Plattner, Schneidman, Schneider & Jeffries, P.C.
TCI Wealth Advisors, Inc.
To learn about sponsorship benefits and opportunities, contact Rachel Rabinovich.
Thank you to the committee of dedicated legal, accounting, financial planning professionals, and life underwriters who volunteer their time and expertise to the Jewish Community Foundation and the Arizona Community Foundation for their vital contributions to the success of this annual Tax and Legal Seminar.
Stephen Barber; Brenda A. Blunt, CPA, CGMA; Linda H. Bowers, JD, AEP (Past Chair); Cynthia S. Bozik; Adam Brooks, CFP (Immediate Past Chair); Kelley Cathie, Esq.; Susan M. Ciupak Esq.; Beth S. Cohn, Esq.; Teresa Coin, JD, LLM; Thomas Dietrich, Esq.; Ted Dwyer, CFP; J. Noland Franz; Alan Gold, CPA; Scott M. Hancock; Terri A. Hardy; Victoria C. Harris, CPA (Past Chair); Stephen Hart; Daniel L. Hulsizer, Esq.; Erin B. Itkoe, CPA/PFS/CFP; Kimberly C. Kur, JD; Denise E. McClain, Esq. (Past Chair); James McGettigan, CPA/PFS, CGMA; Chuck McGrath, CPA, CFP, MBA; Kristel Patton, Esq.; Eliza Daley Read; Timothy J. Ryan, Esq.; Jeffrey A. Schlinchting, CPA; Abbie S. Shindler, Esq.; Chris Siegle; Curtis W. Smith; Lisa Sullivan, CTFA, CWS; Allyson J. Teply, Esq.; Michelle Margolies Tran, Esq.; Trevor S. Whiting, Esq. ; Keith Wibel, CFA; Paul E.Yates, FSA, CLU; Michael A. Zongolowicz, CPA
If you’re interested in becoming a member of the Tax and Legal Seminar Planning Committee, please contact Rachel Rabinovich.