Agenda - Arizona Forum CLE and Roundtable Discussion
Friday, May 12, 2023 | |||
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1:00 PM - 2:00 PM | Tax-Smart Philanthropy | Join the Arizona Community Foundation to learn how you can support your clients in their lifetime, succession, and estate planning with charitable options showcased through case studies that incorporate philanthropy and tax planning. Presented by Lisa Stratton and Amber Ramirez | |
2:00 PM - 4:30 PM | Roundtable Discussion | This is a roundtable discussion of problems and solutions arising in our practices. You are encouraged to bring your issues and ideas to the meeting. |