The Center for Jewish Philanthropy of Greater Phoenix and the Arizona Community Foundation present the 2023 Tax & Legal Seminar featuring favorite returning speaker, Samuel A. Donaldson, Professor of Law, Georgia State University.
The annual Tax and Legal Seminar serves as an education and networking opportunity for Arizona’s leading estate planning attorneys, CPAs, insurance agents, CFPs, and other financial planning professionals.
Attendees can receive up to four hours of continuing education credits in their field.
Sam will present the 2023 Federal Tax Update, summarizing all the important cases, rulings, regulations, and (if applicable) legislation from 2023 and What the Cool Kids are Doing in Estate Planning, a detailed look at about 10-12 different strategies that planners are finding especially effective in the current climate.
Note: the post-seminar recording is included with each ticket purchased.
Full refund for cancellation received by October 20.+ More... - Less...
* Registration closes on November 2nd
7700 E McCormick Pkwy
Scottsdale, AZ 85258
$315.00 Day of Event In-Person
$290.00 Post Seminar Recording