2023 September Gathering

The Professional Advisory Network is open to professional advisors in the estate planning community, and our nonprofit partners. Our goal is to create meaningful relationships that will ultimately advance the philanthropic interests of the Jewish community.

Don’t Discredit the Arizona Tax Credit

Join us for drinks, networking and a fascinating presentation about the 4 different Arizona Tax Credits and how they benefit our local Jewish organizations. Learn the best ways to advise clients to take advantage of Arizona’s various tax credits and how these credits benefit our local community.

Presentations by:

Erin Itkoe, CPA, CFP®, Director of Financial Planning at Tarbox Family Office

Janet Silva, Executive Director – Jewish Tuition Organization

Thank you to our event sponsors – Scottsdale Community Bank