The annual Tax and Legal Seminar brings together Arizona’s leading estate planning attorneys, CPAs, insurance agents, and financial planning professionals for a morning of education and collaboration. Erin Itkoe has been a member of the seminar’s planning committee since 2012. She served as Vice Chair in 2023 and was appointed Chair for both the 2024 and 2025 seminars.
Luminescent Wealth Management was proud to sponsor the 2025 Tax and Legal Seminar, which was held on November 7th, with Erin serving as Chair and Trevor Scheid also in attendance. The event attracted approximately 400 attendees and raised an impressive $162,000. The proceeds benefit the supporting organizations, the Center for Jewish Philanthropy of Greater Phoenix and the Arizona Community Foundation.
At the seminar, Professor Sam Donaldson gave a Federal Tax Update presentation, and Professor Gerry Byer presented on Estate Planning for Cyber Property and State Law Pitfalls. These topics directly support the thoughtful tax and estate planning strategies we help clients navigate throughout the year.
The seminar offered a valuable opportunity for continuing education, professional collaboration, and community support.
This presentation is not an offer or a solicitation to buy or sell securities. The information contained in this presentation has been compiled from third-party sources and is believed to be reliable; however, its accuracy is not guaranteed and should not be relied upon in any way whatsoever. This presentation may not be construed as investment, tax or legal advice and does not give investment recommendations. Any opinion included in this report constitutes our judgment as of the date of this report and is subject to change without notice.
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