Tax & Legal Seminar


Our most popular and well-attended event, this year’s Tax & Legal Seminar featured Natalie Choate, an attorney with the Boston law firm Nutter McClennen & Fish.


The 24th Annual Tax & Legal Seminar

The Tax & Legal Seminar is presented annually by the Arizona Community Foundation and the Jewish Community Foundation. The 24th Annual Tax & Legal Seminar was held November 11, 2016, and for the first time, the seminar took place at the Omni Scottsdale Resort at Montelucia.

Download the 2016 Tax & Legal Program

To assure that you have all of the materials available from the seminar, you may download the Program for the 2016 Tax & Legal Seminar [PDF, 8.3MB] to your mobile device or print your own copy.

The seminar may qualify for up to 4 hours of CE credit for attorneys, CPAs, life underwriters and CFP licensees.

Featured Speaker


Natalie Choate is an attorney with the Boston law firm Nutter McClennen & Fish. Her practice is limited to consultations on estate planning for retirement benefits. Her two books, Life and Death Planning for Retirement Benefits and The QPRT Manual, are leading resources for estate planning professionals.

Miss Choate is a fellow and former Regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. She serves as an editorial advisor for Trusts and Estates. Named “Estate Planner of the Year” by the Boston Estate Planning Council, she is listed in The Best Lawyers in America.

Miss Choate has lectured in 49 states, Canada, Puerto Rico, and the District of Columbia, and has spoken at the Heckerling, Notre Dame, and Southern Federal Tax Institutes, among others. A Boston native, Miss Choate is a graduate of Radcliffe College and Harvard Law School.

During the 2016 Tax & Legal Seminar, Miss Choate discussed these topics:

  • Charitable giving with retirement benefits
  • 201 best and worst planning ideas for your client’s retirement benefits
  • Making retirement benefits payable to trusts
  • Case studies in estate planning for retirement benefits

Seminar Chair

Pamela Wheeler, EA, Principal, Henry & Horne, LLP, Certified Public Accountants

Presented By

Special thanks to the 2016 Tax & Legal Seminar sponsors




Diamond Patron

  • Fennemore Craig, P.C.

Platinum Patrons

  • Bonhams
  • Dyer Bregman & Ferris, PLLC
  • Frazer Ryan Goldberg & Arnold, LLP
  • Henry+Horne
  • Northern Trust


  • ABLE Financial Group
  • Arizona Bank & Trust
  • BeachFleischman PC
  • Boyer Bohn p.c.
  • Braun Siler Kruzel PC
  • Clark Hill PLC
  • Dolasinski Miller Martin p.c.
  • Eide Bailly LLP
  • Foothills Asset Management, Ltc.
  • Jennings Strouss
  • Johnson Bank
  • Kotzin Valuation Partners, LLC
  • MKGS
  • Monheit Zongolowicz Frisch CPAs, LLC
  • Morris Hall, PLLC
  • MRA Associates
  • Nussbaum Gillis & Dinner, P.C.
  • Ryley Carlock & Applewhite
  • Sacks Tierney P.A.
  • Versant Capital Management, Inc.
  • Wallace, Plese + Dreher
  • Wallace, Plese + Dreher
  • Warner Angle Hallam Jackson & Formanek PLC
  • Zia Trust, Inc.


  • Arizona State University Foundation
  • Bank of Arizona
  • Berk Law Group, P.C.
  • Bernstein Private Wealth Management
  • First Western Trust
  • Stephen Hart, PLLC
  • Holland & Knight LLP
  • Hunter Hagan & Company, Ltd.
  • Lohman Company, PLLC
  • Mack Business Appraisals, LLC
  • MasterTech Financial Advisors, Inc.
  • David H. McConachie, CPA
  • Deborah W. Miller, PLLC
  • Moss Adams LLP
  • PacWest Financial Management
  • Plattner, Schneidman, Schneider & Jeffries, P.C.
  • Riley Echols Wealth Management, LLC
  • Snell & Wilmer L.L.P.
  • Strategic Wealth Advisors
  • T&T Estate Services, LLC
  • TCI Wealth Advisors, Inc.
  • TFO Phoenix


  • Kathie Barnes, CFP
  • Linda H. Bowers, JD, AEP
  • Teresa Coin
  • Alan Gold
  • Victoria C. Harris, CPA
  • Erin B. Itkoe, CFP®, CPA/PFS
  • Denise McClain, Esq.
  • Paul Yates
Back to Top