Friday, November 6, 2026
*Event details and Scottsdale venue will be provided in your confirmation email*
7:00 AM Breakfast & Registration
7:45 AM - 12:30 PM Seminar
The Center for Jewish Philanthropy of Greater Phoenix and the Arizona Community Foundation present the 2026 Tax & Legal Seminar featuring Bryan Clontz, Ph.D., CFP®, CAP® and Edward McCaffery.
The annual Tax and Legal Seminar serves as an education and networking opportunity for Arizona’s leading estate planning attorneys, CPAs, insurance agents, CFP®s, and other financial planning professionals.
Attendees can receive up to four hours of continuing education credits in their field.
The event will take place in person; however, a recording of the seminar will also be available to view beginning on or around November 13, 2026.
Keynote Presenters
Professor Bryan Clontz, Ph.D., CFP®, CAP®
The seminar welcomes Professor Bryan Clontz, President and Founder of Charitable Solutions, LLC.
Bryan is the founder and President of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds as well as business, virtual currency and life insurance appraisals/audits.
He currently serves on the Editorial Board of the Planned Giving Design Center, the Advisory Board for the American College’s Chartered Advisor in Philanthropy designation and the National Association of Charitable Gift Planners Board’s Leadership Institute.
In 2022, he was inducted into the National Association of Estate Planning Councils Hall of Fame.
Professor Edward McCaffery
The seminar welcomes Professor Edward McCaffery, Robert C. Packard Trustee Chair in Law and Professor of Law, Economics, and Political Science at USC Gould School of Law
An internationally recognized expert in tax law, Edward McCaffery studies tax policy, tax structures, public finance theory, including behavioral public finance, as well as property law and theory, intellectual property, and law and economics. He teaches Federal Income Taxation, Property, Intellectual Property, and Tax Law and Policy at USC.
He has chaired the USC Institute on Federal Taxation since 1997, and he found the USC-Caltech Center for the Study of Law and Politics and served as its director from 2000 to 2003.
He is an elected fellow of the American Law Institute (ALI) and the American College of Tax Counsel.
THANK YOU TO OUR PREMIERE SPONSOR
THANK YOU TO OUR
TECHNOLOGY HOST
THANK YOU TO OUR
BREAKFAST HOST
THANK YOU TO OUR
LANYARD HOST
THANK YOU TO OUR
BREAK HOST
THANK YOU TO OUR
PARKING HOST
THANK YOU TO OUR
HOT BEVERAGE STATION HOST
General Registration In-Person Tickets:
Early Bird: $290
Starting October 1: $320
Post-Seminar Recording available to view on or around November 13, 2026: $290
Note: the post-seminar recording is included with each in-person ticket purchased.
Full refund for cancellation received by October 23, 2026.
Seminar Chair:
Shawn Parker, CPC, QPA
Nydia Retirement Solutions
For questions about sponsorship:
Contact Noa Appelsies at nappelsies@phoenixcjp.org
For questions about registration:
taxlegal@azfoundation.org