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5080 N. 40th St., Suite 235 Phoenix, AZ 85018
602.468.9667    cfg@cfgllc.com

EVENTS

PREVIOUS SEMINARS

 

NOVEMBER 12, 2008
Tax and Legal Seminar:

"A Potpourri of Charitable Planning Tricks and Traps"
Doubletree Paradise Valley Resort
11:00 am - 4:45 pm
Guest Speaker: Lawrence P. Katzenstein (Thompson Coburn)
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Speaker Bio :

  • Larry Katzenstein , a graduate of Harvard Law School, is a partner in the St. Louis law firm of Thompson Coburn and practices in the firm's estate planning area with a concentration on estate planni­ng and charitable giving, and representation of exempt organizations.

    Mr. Katzenstein is a nationally known authority on estate planning and planned giving, and a frequent speaker around the country to professional groups. He has been retained by the Internal Revenue Service to provide continuing legal education programs to Internal Revenue Service estate and gift tax attorneys. He appears annually on several American Bar Association-American Law Institute estate planning programs, and has spoken at many other national tax institutes, including the Notre Dame Tax Institute, the University of Miami Heckerling Estate Planning Institute and the Southern Federal Tax Institute.

    Mr. Katzenstein is an adjunct professor at the Washington University School of Law where he has taught both estate and gift taxation and fiduciary income taxation. A former chair of the American Bar Association Tax Section Fiduciary Income Tax Committee, he is current chair of several Tax Section charitable planning subcommittees. He is a fellow of the American College of Trust and Estate Counsel and is listed in Best Lawyers in America in the trusts and estates category. Mr. Katzenstein is also the creator of Tiger Tables actuarial software, which is widely used around the country by tax lawyers and accountants as well as the Internal Revenue Service.

    Mr. Katzenstein is also the author of TigerTables Software.

MORE INFORMATION:
602.682.2026 Barb Gaber
bgaber@azfoundation.org
www.azfoundation.org/seminar

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PREVIOUS SEMINARS
Our Consultants (Mike Cohn and Ryan Barradas) have presented seminars for the following groups:

Local/National Trade Associations and Companies
American Bankers Association
American Hotel & Motel Association
American Machine Tool Distributors Association
American Meat Institute

Association of Building Material Distributors
Association for High Technology Distributors
Greater Phoenix Chamber of Commerce
Inland Press
Inlign Wealth Management
Institute of Scrap Recycling Industries
JP Morgan - Private Bank and Private Client Services Divisions
Leading Edge Alliance
Miller Brewing Company
National Association of Flour Distributors
National Association of Insurance and Financial Advisors
National Association of Manufacturers
National Association of Personal and Financial Advisors
National Electrical Contractors Association (NECA)
National Home Furnishings Association
National Lumber Hardwood Association
National Restaurant Association
Northern Trust Bank
Outdoor Power Equipment Distributors Association
Power Transmission Distributors Association
Screw Machine Trade Association
Society of American Florists
Southern Newspaper Publishers Association
State Bar of Arizona
World of Concrete
Young Entrepreneur's Organization (YEO)
Young President's Organization (YPO)

University Family Business Forums
& Professional Groups
Attorneys for Family Held Enterprise
Belmont University
Community Foundation of Western North Carolina

Cornell University (Seeley Conference)
Elkhart County Community Foundation
Goshen College
Heckerling Institute
Indiana University
Kennesaw State College
M Financial Group
Montana State University
North Carolina State University
Oregon State University
Owner Managed Business Institute
Psychodynamics of Family Business
Scottsdale Estate Planners
Southern Arizona Tax & Estate Planning Forum

Southern California Tax & Estate Planning Forum
Southern Illinois University
St. Louis University
Texas A&M University
Thunderbird - The Garvin School of International Management
Tulane University
University of Memphis
University of Pennsylvania
University of San Diego
University of South Carolina
University of South Dakota
University of St. Thomas
University of Tennessee
University of Texas at El Paso
Virginia Commonwealth University

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CFG Business Solutions LLC
5080 N. 40th St., Suite 235 Phoenix, AZ 85018
602.468.9667 800.422.3883 Toll-Free
602.468.9704 Fax
cfg@cfgllc.com

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