This years’ theme: The Business of Giving: Opportunities, Options, and Obstacles is timely and relevant to attorneys, accountants, financial consultants, trust bankers, and fund raising professionals of all levels of expertise. Our nationally recognized speaker line-up is not to be missed!
The 17th Annual Summer Forum, scheduled for Jun 8, 2011 at Phoenix Country Club, is PGRTAZ’s hallmark event.
This year in particular, the potential for business owners and highly paid executives to explore capitalizing on the new exemption equivalents ($5 million for individual taxpayers and $10 million for married taxpayers) is critical. We don’t know if this opportunity will still be present after December 2012, but we do know the opportunity for financial professionals to serve their clients well is here now!
PGRTAZ wants to aggressively join forces with our professional planning community and members to spread the word about the impact, the tools, and the psychology for capitalizing on lifetime and estate giving in the next two years.
Major Kudos are due to our outstanding Summer Forum Committee (all volunteers!)
Kathy Kramer: St Joseph's Hospital Foundation
2011 Summer Forum Chair (and incoming PGRTAZ President)
John House: Coyote Financial
2011 Sponsorship Chair, and 2012 Summer Forum Chair
Pamela Wanser: Ballet Arizona
Kelli Smith: St. Joseph's Foundation
Alan Knobloch: Phoenix Children's Hospital Foundation
John Scibek: Mayo Foundation for Medical Education and Research
Nancy Gerald: American Red Cross
2010/11 Season President: PGRTAZ