Are you a financial planning professional in Arizona looking for an opportunity to expand your knowledge and network with industry experts? Look no further than the highly anticipated 2023 Tax & Legal Seminar, brought to you by The Center for Jewish Philanthropy of Greater Phoenix and the Arizona Community Foundation. This annual event, taking place on November 3, 2023, at The Scottsdale Spa & Resort at McCormick Ranch, promises to be a valuable experience for estate planning attorneys, CPAs, insurance agents, CFPs, and other financial planning professionals.

Education and Networking Opportunities:

The Tax & Legal Seminar is more than just a conference; it is an exceptional platform for learning, exchanging ideas, and building connections. Attendees will have the chance to engage with industry leaders and gain up to four hours of continuing education credits in their respective fields. This event is renowned for attracting the brightest minds in the industry, providing a conducive environment for networking and collaborating with like-minded professionals.

Samuel A Donaldson 2019 headshot

One of the highlights of this year’s seminar is the return of Samuel A. Donaldson, a nationally renowned speaker and Professor of Law at Georgia State University. With a wealth of experience in estate planning and taxation, Professor Donaldson has received accolades for his exceptional teaching and contributions to the field. He is an esteemed Academic Fellow of the American College of Trust and Estate Counsel (ACTEC) and has authored significant works in tax law and estate planning.

During the seminar, Professor Donaldson will delve into two engaging topics: the 2023 Federal Tax Update and “What the Cool Kids are Doing in Estate Planning.” The former will provide a comprehensive overview of the crucial cases, rulings, regulations, and potential legislation that emerged in 2023. The latter promises a detailed examination of innovative strategies that planners are finding particularly effective in the current climate.

Sponsors and Registration:

The Tax & Legal Seminar is made possible by the generous support of premier sponsors, technology hosts, and breakfast hosts. Their contribution plays a vital role in creating a successful event that benefits the financial planning community.

Registration for the in-person seminar is available at $290 for general registration and $315 for day-of-event registration. Additionally, a post-seminar recording will be made available for viewing on or around November 10 at a cost of $290. Please note that the post-seminar recording is included with each ticket purchased.

To ensure flexibility, the event offers a full refund for cancellations received by October 20, providing peace of mind for attendees.

Seminar Chair and Vice Chair:

T.J. Ryan, BBA, JD of Frazer Ryan Goldberg & Arnold LLP, serves as the Seminar Chair, overseeing the planning and execution of the seminar.

Erin B. Itkoe, CPA/PFS, CFP®, AEP®, CAP® of Tarbox Family Office takes on the role of Seminar Vice Chair, contributing her expertise to ensure a seamless and enriching experience for all participants.

Contact Information:

For sponsorship inquiries, please reach out to Rachel Rabinovich at 480.481.1785 or If you have any questions about registration, feel free to contact


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