2022 Tax & Legal Seminar

November 2, 2022 Phoenix $175.00 - $260.00
Image of Joshua S. Rubenstein and the Tax & Legal logo

The Center for Jewish Philanthropy of Greater Phoenix (formerly the Jewish Community Foundation) and the Arizona Community Foundation present the 2022 Tax and Legal Seminar featuring Joshua S. Rubenstein, Partner and Chair, Private Wealth Department at Katten Muchin Rosenman LLP. This year’s seminar will take place on Wednesday, November 2 at the Arizona Biltmore, a Waldorf Astoria Resort for up to 300 in-person attendees, in addition to a livestreaming option.

Join with the leading Arizona estate planning attorneys, CPAs, insurance agents, CFPs, and other financial planning professionals for the premiere tax & charitable planning event.

In Person Registration is $260

Virtual Registration is $175

This year’s Seminar features Joshua S. RubensteinPartner and Chair, Private Wealth DepartmentKatten Muchin Rosenman LLP

  • Heads I Win, Tails You Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific Change
  • Pressing the Do-Over Button: Strategies for Modifying Wills and Trusts After Formation
  • Using Taxes to Settle Trust and Estate Disputes

Thank you to our sponsors for their generous support of the Seminar!

View all of our sponsors here

If you have questions or would like more information about sponsorship, please contact Rachel Rabinovich.

For more information, email taxlegal@azfoundation.org

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Fact Sheet
Wednesday, November 2, 2022, 7:00 am - 12:30 pm
Arizona Biltmore, A Waldorf Astoria Resort
2400 E Missouri Ave
Phoenix, AZ 85016
$260.00 In Person
$175.00 Virtual

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