The Jewish Community Foundation of Southern Arizona (JCF) Summer Series was founded more than a decade ago by attorneys Allan Bogutz and Greg Gadarian. Greg chairs the Professional Advisory Group of the JCF. JCF is please to again partner with the members of the PAG to present this annual series offering attorneys, accountants, and other professional advisors timely information, continuing education credits, and networking opportunities.
SESSION 1: Arizona Accounting Ethics With Emphasis on Tax Practice Issues
Wednesday, June 26 7:30 AM – 11:30 AM
Speaker: Ed Zollars, Arizona Society of CPAs
SESSION 2: Charitable Giving: Recent Developments, Rules, and Landmines
This session will also honor Greg Gadarian, JCF Professional Advisor Group founder, and thank him for his 30 years of service.
Wednesday, July 31 7:30 AM – 11:00 AM
Speakers: Graham Hoffman, Herb Hoffman, Elizabeth Friman, Sarah Singer
Clients rely on their professional advisors to answer questions about how to maximize the tax benefits of their charitable gifts. The landscape of charitable giving is changing, and while many tools like donor advised funds continue to be popular, the IRS has offered new guidance all professional advisors should know about.
- Baby boomers and millennials: Current trends in charitable giving
- Donor Advised Funds: Common misunderstandings and mistakes
- Qualified Charitable Distributions: How to navigate the landmines
- Final regulations on substantiation of charitable donations
SESSION 3: Arizona’s New Limited Liability Company Act: What Every Professional Advisor Should Know
Wednesday, August 28 7:30 AM – 11:00 AM
Speakers: Stephanie Tribe, Gary Fletcher, Eliot Kaplan
Limited liability companies are a popular tool used in tax and estate planning. Why are LLCs an effective planning tool? What duties are imposed on LLCs’ members and managers? Do LLCs need an operating agreement? When do LLCs need to “check the box,” and what if they don’t? These are important questions, and the answers are changing. The changes to Arizona’s LLC Act (effective Sept. 2019) are significant and may create problems for advisors and clients. Attendees will learn about the practical effects of the new law and how to better protect clients who rely on LLCs to protect their assets.
Attendees will also learn about changes in the partnership audit rules following the latest regulations.
These seminars may qualify for CEP/CLE credits.