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HomeEventsMonthly Membership Meeting and CLE Luncheon

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Monthly Membership Meeting and CLE Luncheon

When:
Tuesday, March 10, 2020, 11:45 AM until 1:15 PM
Where:
Gainey Ranch Golf Club
http://www.clubcorp.com/Clubs/Gainey-Ranch-Golf-Club
7600 Gainey Club Drive
Scottsdale, AZ  85258

480.409.4813
Contact(s):
Paige A Martin
Registration Issues
480-448-6277 (p)
Category:
Luncheon Meeting
Registration is required
Payment in Full In Advance Or At Event
RSVP DEADLINE IS THE FRIDAY BEFORE THE LUNCHEON, AT NOON. In order to receive the pre-paid luncheon price of $30 for law student members/$35 for all other members/$40 for non-members, you MUST pre-pay with your credit card on the website BY THE RSVP DEADLINE. DO NOT MAIL IN CHECKS. If you make a reservation but do not pay on the website with your credit card, you must pay an additional $5 at the door ($35 for law student members/$40 for all other members/$45 non-members) by check or cash. After the registration deadline has passed, we do not take additional reservations. However, you may attend without a reservation as a walk-in, provided we have space. Capacity and spaces available are listed on the registration page. Walk-ins must pay $35 for law student members/$40 for all other members/$45 non-members, check or cash. Our capacity is limited, so we strongly recommend that you register by the deadline and prepay on the website using a credit card in order to ensure that you will have a place to sit and your requested meal.
Cancellation Policy:
You may cancel without penalty up until the registration deadline. If you cancel BEFORE the registration deadline, you will receive a credit on your Scottsdale Bar account, which can be applied to a future event. We do not give refunds.

If you prepay for the luncheon and cancel AFTER the registration deadline of NOON on the Friday before the luncheon, we cannot provide credits or refunds.

Reservations that are not prepaid by the registration deadline, and are either cancelled after the registration deadline or “no shows,” will be billed at the at-the-door price.

We are required to guarantee the number of meals to Gainey Ranch Golf Club, and we pay for those meals even if you must cancel after the registration deadline.
Capacity:
76
Available Slots:
12
$30.00
 
$35.00
$35.00
 
$40.00
$35.00
 
$40.00
$40.00
 
$45.00
$40.00
 
$45.00
$40.00
 
$45.00




MONTHLY MEMBERSHIP MEETING AND LUNCHEON

SHOULD I STAY OR SHOULD I GO: EXIT, SUCCESSION, ESTATE, AND TAX PLANNING FOR SMALL BUSINESS OWNERS

Sponsored by



Presented by



Please Register by Friday, March 6, 2020

CLE OFFERED*


 

A discussion of exit and succession planning issues for small business owners and how estate planning and tax issues can affect a successful transition.

Brenda Blunt has over 30 years of experience providing services to tax-exempt entities, closely-held business and their stakeholders. She provides income tax compliance and planning for individuals, corporations, partnerships and tax-exempt entities and represents clients before the Internal Revenue Service and state taxation authorities. Tax-exempts and their related entities comprise approximately 90% of her clients. She helps these clients, in particular, comply with and plan for sales, payroll and property taxes; consults with them regarding the tax and accounting impact of multiple-entity structures; helps with with international tax issues; works with them to establish or reinstate their status as tax-exempt and helps them plan for the tax aspects of unrelated business income and executive retirement. Brenda is a frequent teacher nationally, locally and at the organization level on topics that include health care reform, board responsibilities, tax compliance, strategic planning, and financial management principles for nonprofits. Brenda currently represents almost 200 nonprofit organizations ranging in size from formation-stage organizations to multi-million organizations with international reach.

Matt Connell joined UMB in 2004 as a financial advisor. Prior to joining UMB he was employed for six years by Prudential Financial in Phoenix, Arizona as a financial planner, serving business owners and executives throughout the southwest. Matt earned a bachelor’s degree in economics from Arizona State University in Tempe, Arizona. He is a member of Financial Planning Association (FPA), and the Planned Giving Roundtable of Arizona.

Michelle Margolies Tran, a Member in Clark Hill’s Estate Planning and Probate practice group, focuses her practice in the areas of sophisticated estate planning for individuals, families, and businesses, using trusts and business entities to help her clients achieve their business succession, estate tax reduction, and asset preservation goals. She also assists clients with complex trust and estate administration issues, including probate. Michelle is the Co-Chair of Clark Hill BOLD - Phoenix, the firm's strategy to promote women within the firm, the legal profession, and the business community.

*The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.0 hour toward your annual CLE requirement for the State Bar of Arizona, including 0.0 hour of professional responsibility.

When you register, you will be asked to indicate your meal choice: simply type REGULAR or VEGETARIAN (note the descriptions below).  If you require a special meal other than the regular or vegetarian selections due to dietary restrictions, please type in your requirements. 


All meals served with  Sunburst salad – romaine lettuce, mixed berries, dark honey balsamic (GF/DF), warm gourmet rolls with piped plain butter, and a dessert of fruit tart- w/ vanilla pudding (DF).
 
Regular entrée (also gluten free/dairy free):   Chicken Marsala – herbed roasted red potatoes, mixed vegetables (GF/DF)
 
Vegetarian entrée:  Mushroom Risotto cake w/ grilled asparagus and carrots in a plum sauce

 

Share the fun!  Invite a friend to experience the networking, social and educational opportunities of the Scottsdale Bar Association!  Current members may invite a prospective member to attend an upcoming lunch for free.  Here are the rules:

1.  The guest must be eligible for membership in the Scottsdale Bar Association.  See www.scottsdalebar.org, click on Membership Information, then Membership Categories.

2.  The guest cannot be a former Scottsdale Bar member.

3.  The guest cannot have attended lunch for free in the past.

4.  The member must attend the luncheon with the guest.

5. The member must register him/herself for the luncheon, then contact Paige Martin at paigemartinesq@aol.com with the guest’s name and email address, and choice of regular or vegetarian meal, so that she can register the guest.  Member registration and the request for guest registration must be completed before the registration cut-off on the Friday before the luncheon, at noon.

6.  The member can only invite one guest to any luncheon.

7.  The member is responsible for following up with his/her guest after the luncheon to invite the guest to join Scottsdale Bar.

8.  The Board of Directors reserves the right to limit the number of guests attending each luncheon.



PLEASE READ OUR REGISTRATION RULES

AND CANCELLATION POLICY

IN THE TOP SECTION OF THIS WEB PAGE.

Scottsdale Bar Association Sponsors

2020 June Luncheon Sponsor 


2019 Annual Summer Social Sponsor

LARGE FIRM SPONSOR SMALL FIRM SPONSOR CORPORATE SPONSOR
Denise Blommel Logo 2018

2019 Holiday Social Sponsor

SMALL FIRM SPONSOR LARGE FIRM SPONSOR
CORPORATE SPONSOR

Clark Hill 2019 Logo


 PAIUTE LEGAL CLINIC SPONSOR

*Please click on the logo to be taken to the sponsor's website.