Sara Anna Vannucci

TAX & NON PROFIT BUSINESS ADVISOR
LICENSED ATTORNEY IN ILLINOIS (Retired-IOWA) NOT LICENSED IN ARIZONA

Areas of Practice: Estate and Tax Planning for Small Business; Taft Hartley Health & Welfare Plans; Real Estate; Charitable Planning & Non Profit Associations

Mrs. Vannucci focuses her consulting with Family businesses in the area of succession and tax planning, concentrating on businesses and farms in agricultural areas, as well as planning for physicians and medical personnel.

Recently she worked in the Chicago area, advising insurers and unions as to the administrative and tax issues of Union & Non Union Health & Welfare Benefit Plans, with a special interest in Section 419 Welfare Plans and the HIPAA regulations. She currently serves as in-house tax consultant for the Forakis Law Firm, PLC, in Phoenix, AZ.

Current & Recent Volunteer/Non Profit Positions:

Current:
President, North Country Conservancy, 501(C)3 Land Trust, Cave Creek, AZ
Director, Central AZ Estate Planning Council, Phoenix, AZ
Director, Black Canyon Trails Coalition, Black Canyon City, AZ
Advisor/Member, New River/Desert Hills Community Association
District 3 Advisory Council, Maricopa County
Director, The Foothills Children’s Foundation, Cave Creek, Arizona
Director, AvatarRx, Inc., Cave Creek, Arizona
President of the Millennium Master Contract Group, Inc., an employer association.
Member, One Voice Maricopa, LLC, a preservation educational organization.

Recent:

• Past Chairman of the Maricopa County Merit Commissions (Maricopa County Law Enforcement and Maricopa County Employees Merit Commissions, and related retirement boards).
• President of Avatar Benefits Administrators, Scottsdale, Arizona, Administrator for the NewMexRx and AZRx free pharmaceutical plans for Seniors.
• Tax and Donor Advisor to the Museum of Progress, Scottsdale , Arizona (dissolved)
• Director, The Pathway Foundation for Children, Scottsdale, Arizona (dissolved)
• Former AARP Tax Advisor to the Elderly

Professional Associations: Scottsdale Bar Association, Planned Giving Council of Phoenix;
Central Arizona Estate Planning Council; Maricopa County Bar Association.
Licensed Life & Health insurance agent in Arizona

Background:
Private law practice in the Chicago area for 33 years, focused in real estate, business & individual taxation, lending regulations. Licensed title attorney /agent for over 30 years.
National speaker, instructor and past chairperson and member of various Illinois bar association seminars and committees for the Chicago Bar Association, the Northwest Suburban Bar, and various Realtor Boards, including the Women's Council of Realtors. Arizona seminars in basic estate planning, insurance planning, charitable planning, annuities & family foundations, and reverse mortgages. Arizona community activities include participation on Trails Committees, various land/development issues, and the Maricopa County Merit Commission. Also was a journalist for two local newspapers on land and business issues. Former real estate broker (IL).

Private interests include painting and developing an Art studio in Cave Creek. Married 37 years, two terriers, and active politically as a fiscal conservative/social liberal.

PUBLICATIONS & NEWS ARTICLES available upon request.
Phone: 480-595-7462 Cell: 480-239-7770 Email: saravannucci@att.net