Jewish Community Foundation of Southern Arizona
Presents
2014 Summer Series 
   Hot Topics for Tax & Legal Professionals

Sizzling Session 1

Thursday, July 10, 2014
Arizona Ethics with an Emphasis on Tax Practice Issues

Speaker:  Ed Zollars, CPA, Zollars & Lynch

 

But It's a Dry Heat Session 2

Thursday, July 24, 2014
Medicare/Social Security/Disability

Speakers:
David Parra, Director of Community Outreach, AARP Arizona (Medicare)
Janet Davis, CPA, CFP, Trusted Advisors Consulting (Social Security)
Brian Clymer, Esq., (Disability)

Cost: $80

CPE/CLE: 3 hours (based on the 50-minute hour)

7:30 AM Registration and Breakfast
8:00 AM - 11:00 AM Seminar

Blazing Session 3

Friday, August 1, 2014
The Implications of the Affordable Care Act
and the Repeal of Section 3 of DOMA

 Speakers:
Gail Goodman, Esq., Fennemore Craig
Scott Carpenter, Esq., Carpenter, Hazlewood, Delgado & Bolen
  Erwin Kratz, Esq., Fennemore Craig    
  Greg Gadarian, Esq., Gadarian and Cacy  

Moderator:
 Giselle Alexander, Esq., Frazer, Ryan, Goldberg & Arnold

Cost: $80

CPE/CLE: 3 hours (based on the 50-minute hour)

7:30 AM Registration and Breakfast
8:00 AM - 11:00 AM Seminar

Red Hot Topics & Who Wants to be a Trustee Session 4

Wednesday, August 6, 2014
Practical Aspects of Serving as a Trustee

 Speakers:
  Phyllis J. Cornell, Licensed Private Fiduciary   
Polly White., Northern Trust
  Craig Wisnom, Esq., Bogutz & Gordon
  Moderator: Robert Fleming, Esq., Fleming & Curti   
 
Red Hot Topics
  Update on Windsor
  Sales to Defective Trusts - Woelbing
  Passive Loss Rules - Frank Aragona Trust
  and other State Law Recent Developments

Speakers:
  T.J. Ryan, Esq., Frazer Ryan Goldberg & Arnold
Ana Perez-Arrieta, Esq., Bogutz & Gordon
  Moderator: Colleen Cacy,Esq., Gadarian & Cacy
Cost: $80

CPE/CLE: 3 hours (based on the 50-minute hour)

7:30 AM Registration and Breakfast
8:00 AM - 11:00 AM Seminar 2014 Summer Series

Register Now! 

 

 

 

Hot Topics (summer series) was founded more than a decade ago by attorneys Allan Bogutz, Esq and Greg Gadarian, Esq., who chairs the Professional Advisory Group of the Jewish Community Foundation of Southern Arizona (JCF). This annual series offers attorneys and accountants new, timely information, continuing education credits, and networking opportunities. 

 JCF is pleased to again partner with members of the Professional Advisory Group to offer the Summer Series this year. JCF works with individuals and families, and their professional advisors, to help people make a difference now and in the future through the establishment of endowment and donor advised funds.