Paradise Valley, AZ December 2021

D E C E M B E R 2 02 1

A R C A D I A B I LT M O R E

A Winter Getaway

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LIFESTYLE LETTER

DECEMBER 2021 PUBLISHER

Tammy Fellows | tammy.fellows@lifestylepubs.com EDITOR

Happy Holidays and Looking Ahead

Michelle Glicksman | michelle.glicksman@lifestylepubs.com ACCO UNT MANAGER

Jen David | jen.david@lifestylepubs.com

AS I REFLECT BACK ON THIS PAST YEAR, IT BRINGS A SMILE TO MY FACE.

SALES SUPPORT DIRECTOR

So much to be grateful for. So many blessings, so many connections, new friends,

Gina Ziehmer | gina.ziehmer@lifestylepubs.com

new discoveries, and new adventures. Are we really about to move into 2022? It feels as though we have been in some sort of time warp for the past year-and-a-half….

As we continue to move forward, it is clear that surrounding ourselves with positive people, energy, and influence is the key to living happy and healthy lives. Our mission is to deliver uplifting stories and content that evoke positivity in our community.

I often say how blessed I am to have the opportunity to meet so many new people

ADMINISTRATI VE DIRECTOR

Faith Morello | faith.morello@lifestylepubs.com AD DESIGNER

Whitney Lockhart L AYO UT DESIGNER

Dani Moore

every day. What I love most about where we live and the community we serve is that

CONTRIBUTING WRITERS

there are so many amazing people who have such inspiring stories to tell, and it is

Alison Bailin Batz, Jim Cunningham, Georgann Yara

our job to share those colorful and feel-good stories with our readers.

Looking forward to a bright new year, we have an exciting announcement here at Lifestyle! We are changing our name to City Lifestyle Paradise Valley! This is with the intent of aligning directly with our digital platform, CityLifesyle.com. Our efforts with this rebrand are so that we can bring you even more local content beyond the printed pages of our magazine, a true enhancement of what we do. We hope you enjoy the new look and continue to learn about the wonderful people and places of our community!

CORPORATE TEAM CHIEF EXECUTIVE OFFICER Steven Schowengerdt CHIEF SALES OFFICER Matthew Perry CHIEF FINANCIAL OFFICER DeLand Shore ART DIRECTOR Sara Minor OPERATIONS DIRECTOR Janeane Thompson

From our entire Lifestyle family, we wish you the very best this holiday season, and

AD MANAGER Chad Jensen

we encourage you to sit back and enjoy precious time with family and friends who

REGIONAL SALES DIRECTOR Eric Williams

bring you joy and laughter. Inspire and be inspired by those you love!

WEB APPLICATIONS Michael O’Connell

Be grateful, be kind, and live well,

514 W 26TH ST., KANSAS CITY, MO

Tammy Fellows, Publisher

ARIZONA | CALIFORNIA | COLORADO | CONNECTICUT | FLORIDA | GEORGIA IDAHO | ILLINOIS | KANSAS | MARYLAND | MASSACHUSETTS | MICHIGAN MINNESOTA | MISSOURI | MONTANA | NEVADA | NEW JERSEY NORTH CAROLINA | OHIO | OKLAHOMA | OREGON | PENNSYLVANIA SOUTH CAROLINA | TENNESSEE | TEXAS | VIRGINIA | WASHINGTON

ON THE COVER Park City, Utah PHOTOGRAPHY COURTESY VISIT PARK CITY 8

Paradise Valley Lifestyle | December 2021

CityLifestyle.com/ParadiseValley

Proverbs 3:5-6 Paradise Valley Lifestyle™ is published monthly by Lifestyle Publications LLC. It is distributed via the US Postal Service to some of the Paradise Valley area’s most affluent neighborhoods.

Articles and advertisements do not necessarily reflect Lifestyle Publications’ opinions. No portion of this magazine may be reproduced in any form without written consent. Lifestyle Publications does not assume responsibility for statements made by advertisers or editorial contributors. Information in Paradise Valley Lifestyle™ is gathered from sources considered to be reliable, but the accuracy of all information cannot be guaranteed.

INSIDE THE ISSUE DECEMBER 2021

FEATURES 22 Decadent Desserts Indulge Your Sweet Tooth this December With These Delicious Desserts

28 Snow Much Fun Park City, Utah, is the Perfect Winter Getaway

34 2021 Holiday Gift Guide Check Off Your List With These Unique Finds

38 If Wishes Had Wheels 3 Local Car Dealers Talk Giving

28 22

Back—And Which Vehicles They’d Give Their Loved Ones

38 DEPARTMENTS

34

8

Lifestyle Letter

12

Good Times

16

Around Town

22 Culinary Creations 28 Road Trip 34 Trend Setter 38 Driver’s Notebook 44 Food & Wine 50 Giving Back 54 Inspired By 60 Lifestyle Calendar 62 Financial Buzz

H E A LT H

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GOOD TIMES 1.

2.

3.

The Social Presented by Tammy Fellows, Scottsdale Lifestyle, and Paradise Valley Lifestyle publications, The Social was an evening of fun, food, drinks, networking, and laughter. The exclusive event was held at Dominick's Steakhouse.

PHOTOS BY NEIL SCHWARTZ PHOTOGRAPHY

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1. Tammy Fellows, Eric Fellows | 2. Allison DuBois, Sophia DuBois, Joe DuBois | 3. Carrie Bordinko, Toby Delaney | 4. Dalice Sleva, Nicole Anders, Dr. Sean Drake | 5. Lin Sue Cooney, Hermann Plank | 6. Tammy Fellows, Robert Rossi | 7. Shae Fanning, Kimberly Peterson, Nick Lasater, Paul Colwell, Lindsday Cullum-Colwell | 8. Kyra King | 9. Chef Markus Ford, Nicole Anders, Eric Fellows | 10. Lyssa Van Cleave, Michelle Glicksman, Tammy Fellows, Gina Ziehmer | 11. Eileen Morang, Pat Bondurant, Sophia DuBois, Joe DuBois, Andrew Walters, Amy Walters, Allison DuBois, Linda Goddard-Volny, Peter Volny | 12. Pat Bondurant, Tammy Fellows, Ivy Ciolli 12

Paradise Valley Lifestyle | December 2021

1.

2.

3.

Child Crisis Arizona’s Brunch for Love Child Crisis Arizona’s hybrid Brunch for Love, held at the Arizona Biltmore in October, shared stories of hope, possibilities, and strong futures, and exceeded its fundraising goal of $600,000 for the children, youth, and families it serves. PHOTOGRAPHY BY COLLEEN KATZ, PICTURES IN PIXELS PHOTOGRAPHY

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1. Jane Blacker, Susan Wain | 2. Leah Dines, Torrie Taj, Brigitte Rapatz, Amy Sanders, Rachel Cooper | 3. Bert Acken, Bruce Samuels | 4. Torrie Taj | 5.

Hafeez Ahmed-Momoh | 6. Jeff Friesen, Richard Herold, Rachel Herold

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GOOD TIMES 1.

2.

3.

Addressing Luncheon for the 62nd Annual Phoenix Heart Ball In early October, over 100 Valley women participated in the Addressing Luncheon for the 62nd Annual Phoenix Heart Ball at Ocean 44 to support the American Heart Association. The day included a raffle, mingling, a fashion show by Neiman Marcus, lunch provided

by Ocean 44, and addressing invitations for this year’s Ball.

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1. Allie Brenner, Jennifer Moser, Catherine Biggers, Taylor Moore, Ilaria Borden | 2. Dawn Lenhardt, Victoria Admire | 3. Denise Voss, Racquel Miller | 4. Maja Langbein, Jennifer Moser, Suzi Wesley, Amanda Garmany | 5. Jodi Mastro, Jeff Mastro | 6. Paige Bertram, Tiffany Whalen, Jen Patterson

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Paradise Valley Lifestyle | December 2021

1.

2.

3.

Wine Women & Shoes Wine Women & Shoes, benefiting Fresh Start Women’s Foundation, was held at Chateau Luxe. Attendees enjoyed a fashion show presented by Dillard’s and learned about Fresh Start's impact. Guests also received exclusive access to a shopping experience featuring some of the season’s biggest fashion trends. The event raised over $350,000.

1. Michelle Kerrick, Pat Petznick, Lexie Petznick, Mary Upchurch, Jacki Tatman | 2. Lauren Papagalos, Ashley Winkel | 3. King of Sole, Jason Hiland, Shoe Guys

CityLifestyle.com/ParadiseValley

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AROUND TOWN

TARBELL’S DEBUTS TARBELL’S A.M. MORNING COFFEE AND BREAKFAST PROGRAM

Happy hour is available Tues.-Sun. from 4-6 p.m.

MoraItalian.com

Tarbell’s Restaurant—the restaurant owned and operated by award-winning celebrity chef Mark Tarbell—had always been open only for dinner.

Now, the iconic locale is offering a coffee and breakfast program, called Tarbell’s A.M. The restaurant’s new breakfast menu features freshly-brewed, organic coffee from Roastery of Cave Creek; breakfast bagels and bialys from renowned restaurant New York Bagels ’N Bialys; morning pastries made by local bakery Jonathan Robins Bakery; and other light snacks provided by Tarbell’s.

Guests can enjoy their coffee and food in the sophisticated, art-filled dining space of the restaurant, or on the outdoor patio at Tarbell’s. Items are also available to-go.

Tarbell’s A.M. is available weekdays from 6 a.m. to noon. Tarbells.com

CHOMPIE'S OPENS A NEW CONCEPT Chompie’s returned to Phoenix with its latest and largest concept yet, located at the northeast corner of 32nd Street and Cactus Road. The restaurant encompasses a New York-style Market featuring fresh-baked bagels, breads, pastries, and merchandise; a barista bar where Chompie’s brews its own Mokas Roastery coffee and offers a complete line of cold brew, specialty espresso drinks, and frozen coffee drinks; and deli and bakery counters.

The bakery serves as the hub, where the bulk of pastry, bakery, and Kosher production for specific items is produced. Chompies.com

MORA ITALIAN LAUNCHES FRIENDSSTYLE DINING AND FIRST-EVER HAPPY HOUR At Mora Italian, James Beard Award-winning chef Scott Conant recently debuted friends-style dining, as well as Mora's first-ever happy hour.

Giro d'Mora ("Tour of Mora") is a five-course meal that features an ever-changing lineup of crowd favorites at the modern osteria, including items such as seared octopus, house made pasta, and dessert for the whole table.

For happy hour, Mora is featuring RomanStyle Pan Pizza, Olives Ascolane, Zucchini Fritti, and Calabrian Chili Wings. There are also several happy hour drink options.

FAMED VALLEY CHEF JOSHUA HEBERT JOINS THE TEAM AT THE JOY BUS Famed Valley chef Joshua Hebert recently joined the team at The Joy Bus as head chef.

CONTINUED >

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Paradise Valley Lifestyle | December 2021

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AROUND TOWN The Joy Bus is a 100% nonprofit organization, founded in 2011, that brings chef-inspired meals and caring conversations to cancer patients Valley-wide through its More Than a Meal program, while The Joy Bus Diner is a full-service restaurant where all funds raised go to support The Joy Bus’ charitable efforts.

Hebert

is

known

for

his

award-winning

restaurants Hot Noodles, Cold Sake and Posh Improvisational Cuisine, and for cooking at the prestigious James Beard House. TheJoyBusDiner.com

CÉSAR MAZIER Landscaping & Maintenance Landscape Design Maintenance Hardscape

602.265.0920 16 years as Former Director of Horticulture of Desert Botanical Garden

www.cmazier.com

FIND A PLANT BAR, UNIQUE GIFTS, AND MORE AT JADE & CLOVER Jade & Clover recently opened its first brick-andmortar experience outside of Texas, at the intersection at 40th Street and Campbell.

Known for its wide selection of unique, oneof-a-kind gifts, Jade & Clover’s centerpiece is an interactive Plant Bar, where friends, groups, and families can build planters and terrariums in a fun, communal environment. Each terrarium includes the sand, plants (succulents/cacti), items like crystals and broken glass, and the assistance of a team member who helps the customer to expertly put together a personally customized terrarium.

Instagram.com/jadeandclover

LDV WINERY TASTING ROOM OFFERS WINE COURSES LDV Winery Co-owners and Winemakers Curt Dunham and Peggy Fiandaca are giving wine lovers an all-new way to experience and enjoy wine with their newest events, called Le Nez du Vin. Held at the LDV Winery Tasting Room, each twohour course takes guests through an engaging and

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18

Paradise Valley Lifestyle | December 2021

comprehensive Grape-to-Glass Wine 101 course.

This hands-on, sensory experience focuses on expanding participants’ wine appreciation by using all the senses while particularly building

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upon an expertise in the range of wine aromas.

Translating to “nose of wine,” each Le Nez du Vin course includes a

BOTOX

special tasting of LDV’s award-winning wines along with nibbles, wine and chocolate pairings, and an aroma-based exercise used to help wine-lovers identify the various scents that are commonly found in wines.

The course is offered on Sundays from 4-6 p.m., and Mondays and Wednesdays from 3-5 p.m. Register

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at Eventbrite.com/e/le-nez-du-vinaromatherapy-for-wine-lovers-tickets-183783680937. LDVWinery.com

ALO YOGA OPENS AT SCOTTSDALE FASHION SQUARE Physical and mental health have never

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ment leads to better living. It was launched in Los Angeles in 2007 with the intent of sharing the transformative power of yoga with the world’s best yogis, but also with celebrities and fashion-forward shoppers who appreciate the brand’s comfortable, contemporary styles that are as appropriate for the street as the mat.

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(602) 522-9222 W W W. B O DY B E A U T I F U L S PA . N E T 4449 N 24TH ST • PHOENIX, AZ 85016 CityLifestyle.com/ParadiseValley

19

CULINARY CREATIONS

decadent desserts

ARTICLE ALISON BAILIN BATZ PHOTOGRAPHY PROVIDED

INDULGE YOUR SWEET TOOTH THIS DECEMBER WITH THESE DELICIOUS DESSERTS

WHILE YOU CAN TRACE HUMANKIND’S LOVE OF

Take Zinqué, for example. The French-inspired bistro

SWEETS BACK TO ANCIENT CIVILIZATIONS, WE

and wine bar offers a Flourless Chocolate Cake that has

HAVE THE FRENCH TO THANK FOR DESSERT AS

a perfect soufflé-like texture that feels as if you’re biting

WE KNOW IT TODAY. As far back as the 17th century,

into a fluffy cloud of flavor. It is paired with Tahitian vanilla

the French offered sweet small bites between courses

ice cream, which is known for being a bit more delicate

during formal meals, but eventually added a final course

on the palate than other vanillas, but with an ultra-creamy

to allow for larger dishes that stand on their own. Fast-

richness. Since too much is never enough, the cake and

forward to the present day, and desserts have practically

ice cream are topped with high-quality bittersweet choc-

become an art form, especially here in the Valley.

olate, powdered sugar, and blueberries. LeZinque.com

Signature Candy Bar. Courtesy Lon's at The Hermosa Inn 22

Paradise Valley Lifestyle | December 2021

Less delicate but just as addicting, the Signature Candy Bar at LON’s at The Hermosa Inn has earned acclaim nationwide for its elevated reimaging of a Snicker’s bar. To make, salted caramel sauce is combined with Marcona almonds—in place of traditional peanuts—and

with flecks of vanilla bean and hints of lemon peel, and then gently

enveloped in a “candy shell” made using chili pepper-infused ganache

adds a second layer, this time with mascarpone, before smothering

versus milk chocolate. A brown butter ice cream is then made, with an

the entire cake with warm rosemary caramel sauce. Tarbells.com

infusion of bourbon for good measure, and scooped alongside the bar, acting as a chilled, ultra-rich take on nougat. HermosaInn.com

Just as creamy and dreamy, but with a wholly different presentation and flavor profile, is the Foot-Long Cannoli at The Sicilian Baker. The

Speaking of rich, there is nothing quite like the velvety richness

authentic Sicilian dessert consists of a tube-shaped shell made from

in every bite of an expertly crafted cheesecake. The Cheesecake

fried pastry dough. Guests are able to choose the shell as it is, or can

at Tarbell’s is made using a recipe inspired by chef/owner Mark

have it hand-dipped in chocolate before it is filled with one or two of

Tarbell’s own mother, and it is among the best in town. Of course,

12 sweet, creamy ricotta-based fillings, including cookies and cream,

there is a base of graham cracker. But, in a surprise twist, Tabell also

lemon, espresso, pistachio, strawberry, or hazelnut. Toppings—rang-

adds toasted almonds for contrasting texture and depth of flavor. To

ing from chocolate chips and sprinkles to nuts and cherries—may be

develop the actual filling, Tarbell first creates a layer of cream cheese

added, as well. TheSicilianBaker.com

CONTINUED >

Renata’s Churros. Courtesy Arizona Biltmore, a Waldorf Astoria Resort Flourless Chocolate Cake.

Courtesy Zinqué CityLifestyle.com/ParadiseValley

23

CULINARY CREATIONS (CONTINUED)

La Bomba. Toro Latin Restaurant & Rum Bar

Fast-forward to the present day, and desserts have practically become an art form, especially here in the Valley.

From a Sicilian classic to Southern comfort at its finest—and just as

favorite on its head by filling each churro with margarita cream after

sinfully satisfying as the cheesecake or cannoli—is the Buttermilk Pie

frying. Each churro is also dusted with piloncillo-cinnamon bits for

at Phoenix City Grille. Perhaps one of the most underrated indulgences

added spice before it arrives at the table. Warm and crispy at first, they

in town, this mouth-watering marvel starts with a flaky and dense crust,

melt in your mouth upon biting, tantalizing the taste buds again and

and then really has only two other ingredients: sweet buttermilk custard

again with the zesty cream. RenatasHearth.com

and oodles of caramel sauce. Don’t let the simplicity fool you as there

And finally, sometimes nothing will do but ice cream. Lots and lots

is a complexity to every bite, which is equal parts buttery, crispy, gooey,

of ice cream. Get your fix at Toro Latin Restaurant & Rum Bar, cour-

sweet, and salty all at once. PhoenixCityGrille.com

tesy of La Bomba, a mountain of seasonal sorbet, dulce de leche ice

Prefer sweet and tart to buttery and gooey? To quell that craving, visit

cream, pistachio ice cream, berries, cookie crumble, vanilla sauce,

Renata’s Hearth at the Arizona Biltmore, a Waldorf Astoria Resort. The

and candy pistachios hidden inside a chocolate candy sphere that is

restaurant’s signature Renata’s Churros turn the south-of-the-border

cracked tableside. ScottsdalePrincess.com

24

Paradise Valley Lifestyle | December 2021

Foot-Long Cannolis.

Courtesy Maggiore Group

CityLifestyle.com/ParadiseValley

25

28

ARTICLE MICHELLE GLICKSMAN PHOTOGRAPHY COURTESY PARK CITY CHAMBER/BUREAU

ROAD TRIP

S NOW M UC H F U N

Paradise Valley Lifestyle | December 2021

PARK CITY, UTAH, IS THE PERFECT WINTER GETAWAY

WHETHER TOP-NOTCH SKIING IS ON YOUR WINTER TO-DO LIST OR YOU’RE JUST READY TO ESCAPE THE VALLEY’S HEAT FOR A PICTURESQUE GETAWAY THAT IS THE PERFECT PLACE FOR EMBRACING WINTER, PARK CITY, UTAH IS THE PLACE TO BE. Utah’s best-known ski town, this destination—which boasts the slogan Greatest Snow on Earth®—is just a short flight away.

PLAY Park City boasts plenty to do year-round, but in winter, the world-class skiing and snowboarding beckon travelers from all around the world.

Park City Mountain—the largest resort in the United States— spans 7,300 acres; more than 330 trails; 43 lifts; six terrain parks; and ski-in, ski-out access to historic Main Street.

Deer Valley Resort is where the slalom and freestyle ski competitions were held during the 2002 Winter Olympics, and in addition to a five-star hotel, this mountain boasts more than 2,000 skiable acres.

CONTINUED >

Courtesy Visit Park City

CityLifestyle.com/ParadiseValley

29

ROAD TRIP (CONTINUED)

Courtesy Visit Park City

In addition to downhill skiing, in Park City, visitors can also enjoy cross-country skiing, snowboarding, snowmobiling, and showshoeing.

Dog sledding is also popular, as is fat tire snow biking. And of course, who can resist tubing down hills? Those feeling adventurous can ride the Utah Olympic Park bobsled ride called The Comet, which, at more than 3,000 feet, is one of the longest slides in the world.

There’s also horseback riding, fly fishing, ice skating, sleigh rides, and hot air balloon rides.

At Woodward Park City, guests can enjoy more than 80 acres of action sports and mountain parks, including facilities for skateboarding, scooters, and parkour.

Ready for a truly unique experience?

Book a paddleboard yoga session held at Homestead Crater. The Caribbean-blue mineral water in the crater is a therapeutic 95-degrees, and there, guests can practice yoga atop stand-up paddleboards.

Of course, Park City is filled with shopping opportunities, as well. Wander the quaint shops and galleries along Main Street, and find brand-name bargains at the popular Outlets Park City.

There are also performing arts shows to enjoy, museums to explore, and seasonal activities such as the well-known Snow Globe Stroll on Main Street.

DINE With so many activities available, it’s easy to work up an appetite. The food and beverage options at this foodie destination are extensive and tantalizing.

For breakfast, stop by Five5eeds for options made from seasonal, local produce, as well as great coffee, or The Eating

30

Paradise Valley Lifestyle | December 2021

Courtesy Visit Park City

Establishment, a beloved diner that has been in business for three generations.

CITY GOALS In addition to being traveler-friendly, Park City

For dinner, make a reservation to dine in a life-

also aims to be Earth-friendly. Local government

sized Alpenglobe on the deck of the Mountain

has set a goal for the city to be net-zero carbon

Lodge, enjoy Japanese grill-style options at Kita,

and 100% renewable energy for city operations by

try New American heirloom cuisine by Chef John

2022, and net-zero carbon and 100% renewable

Murcko at Firewood, or enjoy a steak at Edge. There

energy throughout the entire community by 2030.

is no shortage of world-recognized restaurants,

Park City was also the first locale in Utah to ban

cozy cafés, and options for all budgets and tastes.

single-use plastic bags at major grocery stores.

And, the ski resorts have adopted sustainability

STAY

efforts that include low-energy-consuming snow

Park City offers more than 100 places to stay,

guns, recycle bins next to every trash can, locally

from hotels and lodges to condominium hotels and

sourced food ingredients, and re-sourced hotel

vacations rentals, and camping and RV resorts.

amenities—amongst other initiatives.

Stay in or on the mountains; at the historic

The bottom line? Park City is perfect for an

Washington School House Hotel (originally built

impactful getaway for you, with little impact to

as a school in 1889); at new properties such as

the Earth.

the Pendry Park City, which opened last month; or

For more information, visit VisitParkCity.com.

Apex Park City Residences at Canyons Village.

CityLifestyle.com/ParadiseValley

31

Find Yourself

4151 N. Marshall Way, Scottsdale AZ 85251 www. CornelisHollander.com 480-423-5000 800-677-6821 PROUDLY MADE IN THE U.S.A. CUSTOM DESIGNS AVAILABLE

JOANLEVINSON.com | $4,695,000 5720 EAST CHENEY DRIVE

NUMBER 1

IN ARIZONA

NUMBER 51

NATIONALLY

A pristine contemporary masterpiece perched high on Mummy Mountain on the largest lot in GUARD GATED La Place du Sommet. The home features a stunning master suite with separate bathrooms, access to the home’s spa & waterfall, 3 additional en suite bedrooms including a detached guest home, theatre & wine cellar.

5 7 2 0 C H E N E Y. C O M C 480.543.0006 E Joan@JoanLevinson.com W JoanLevinson.com

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Paradise Valley Lifestyle | December 2021

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This handmade, 6” x 11” high-complexity woven pedestal is a perfect serving piece or décor focal point. $100 AT AMA ZON .COM

The Hollyhock Lightbox features architect Frank Lloyd Wright’s stylized representation of the hollyhock flower, encased in cherry veneered MDF wood and heat-resistant shoji paper that, when lit, reflects the ethereal floral motif in every direction. $293 AT SHOP. FR AN KLLOYDWRIGHT.ORG

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SEQUOIA SMOKE CANDLE This artistic-driven and richly scented candle offers the aroma of juniper trees, smoldering campfires, and crisp autumn air juxtaposed with hints of smoked wood, amber, and suede.

CityLifestyle.com/ParadiseValley

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DRIVER’S NOTEBOOK

If Wishes Had Wheels 3 LOCAL CAR DEALERS TALK GIVING BACK—AND WHICH VEHICLES THEY’D GIVE THEIR LOVED ONES

38

Paradise Valley Lifestyle | December 2021

ARTICLE MICHELLE GLICKSMAN PHOTOGRAPHY PROVIDED JASON PLOTKE PRESIDENT RADICAL AZ WHAT DO YOU LOVE MOST ABOUT THE HOLIDAYS? People pay a little more attention to the things that truly matter, such as family, friends, giving vs. receiving, as well as a priority placed on being with those who matter in your life.

IS THERE ANYTHING YOU OR THE DEALERSHIP ARE DOING TO GIVE BACK OVER THE HOLIDAYS? We participate in a number of charity events that coincidentally seem to fall during the holiday season. We donate to many local and national causes.

IF YOU COULD CHOOSE THE PERFECT AUTOMOBILE TO GIVE SOMEONE SPECIAL FOR THE HOLIDAYS, WHICH ONE WOULD THAT BE? Well, if you ask us, we are certainly biased towards the Radical product. The Radical SR3 is one of the most successful, and the only production race car in the world.

It delivers a level of performance that none have been able to duplicate, and from a driver’s perspective, it is one of the most rewarding driving experiences available, including some of the world’s most expensive sports cars and supercars.

WHAT MAKES THIS CAR SPECIAL? The ability to jump in, even as a novice, and immediately start enjoying the vehicle’s capabilities. You can start modestly and as a full-fledged race car, there are many racing series that will deliver an experience similar to racing, say an Indy car! It’s hard to find that with any other vehicle. I often tell prospective buyers that you are the only thing holding the car back from going faster, and once you learn to really drive it hard, you can compete on a local, national, or international level, should you so choose.

9035 E. Pima Center Pkwy., Scottsdale; RadicalAZ.com

CONTINUED >

CityLifestyle.com/ParadiseValley

39

DRIVER’S NOTEBOOK (CONTINUED)

MICHAEL FAUL GENERAL MANAGER MERCEDES-BENZ OF NORTH SCOTTSDALE WHAT DO YOU LOVE MOST ABOUT THE HOLIDAYS? Life is so stressful and full of uncertainty, and having a special time of the year when we know exactly what to do and how to do it secures a sense of comfort, control, and stability. From blessings at the table, and toasting family and friends, to immersing ourselves in the spirit of the holiday, traditions are priceless and highly anticipated each year with the family.

IS THERE ANYTHING YOU OR THE DEALERSHIP ARE DOING TO GIVE BACK OVER THE HOLIDAYS? We are currently reaching out to our church to sponsor a family or two. Providing Christmas dinner, gifts for all, and being their extended family. Additionally, we are a Toys for Tots (TFT) huge drop-off center, and everyone here brings in gifts as well for TFT. We are continuing our commitment to the Johnny Mac Soldiers.

IF YOU COULD CHOOSE THE PERFECT AUTOMOBILE TO GIVE SOMEONE SPECIAL FOR THE HOLIDAYS, WHICH ONE WOULD THAT BE? Everyone knows how special a MercedesBenz is, but we have a special vehicle that most of us only dream of. Our dealership also has the franchise to Airstream, a formidable competitor in the luxury RV business. A Mercedes-Benz Sprinter converted to an RV. Families are making changes in how they travel, and our line-up of luxury RVs is second to none.

WHAT MAKES THIS VEHICLE SPECIAL? It’s a Mercedes!

18530 N. Scottsdale Road, Phoenix; MBofNorthScottsdale.com

40

Paradise Valley Lifestyle | December 2021

MARK KAISER GENERAL MANAGER BMW NORTH SCOTTSDALE WHAT DO YOU LOVE MOST ABOUT THE HOLIDAYS? The atmosphere of giving is what I love most about the holidays. This is the one time of year when you can really feel the spirit of giving and the joy that it brings.

IS THERE ANYTHING YOU OR THE DEALERSHIP ARE DOING TO GIVE BACK OVER THE HOLIDAYS? We have a program called BMW North Scottsdale Gives Back that allows us to help those in the community who are experiencing financial hardship and need help with service and maintenance on their vehicle. We also participate in the Toys for Tots toy drive and run a food drive for St. Mary’s Food Bank.

IF YOU COULD CHOOSE THE PERFECT AUTOMOBILE TO GIVE SOMEONE SPECIAL FOR THE HOLIDAYS, WHICH ONE WOULD THAT BE? Hands-down, that would be the BMW X5!

WHAT MAKES THIS CAR SPECIAL? The X5 is incredibly versatile, luxurious yet sporty, and very spacious! The power of the engine, the awe-inspiring handling, and the look of the X5 is unparalleled. The X5 delivers on all marks and is a real head-turner!

18018 N. Scottsdale Road, Phoenix; BMWNorthScottsdale.com

CityLifestyle.com/ParadiseValley

41

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Paradise Valley Lifestyle | December 2021

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BUBBL 101

FOOD & WINE

44

Paradise Valley Lifestyle | December 2021

LY WONDERING WHAT THE DIFFERENCES ARE— AND WHAT TO SERVE AT YOUR GATHERING?

NOTHING SAYS IT’S TIME TO CELEBRATE QUITE LIKE POPPING A BOTTLE OF BUBBLY. Choosing the right sparkling wine for the right holiday occasion can

ARTICLE JIM CUNNINGHAM, GENERAL MANAGER, MERKIN VINEYARDS

seem daunting—but it doesn’t need to be. My first tip?

Make friends with your local shop and ask them for pointers. Nobody knows their selection better than those who work with it daily. But if you’re like me, then you want to at least know the basics before you jump into the fray. So here are the highlights and how I break things down when I’m faced with a wall of choices at my local wine store.

CHAMPAGNE, THE REIGNING KING OF BUBBLES. These wines are only able to be labeled as true Champagne if they come from the specific region in France under strict production guidelines. The grape varieties are limited to the juice from Chardonnay, Pinot Noir, and Pinot Munier.

The French are the heirs to most modern wine processes, and sparkling wine was the first true wine industry in the world, dating back to the 17th century. These wines are produced following very specific time-honored processes and traditions, and will most likely be the most expensive option in your selection.

Champagnes are typically known for apple and pear aromas, with a brioche bread-like flavor.

If you want to make a statement and your budget is less of a factor, Champagne is there for you.

CONTINUED >

CityLifestyle.com/ParadiseValley

45

FOOD & WINE (CONTINUED)

CAVA, THE SPANISH VARIATION ON TRADITIONAL METHOD

leaves a touch of residual sugar behind and makes it a perfect food

SPARKLING WINES.

wine and excellent match for anything with flair for the spicy side.

The term originated in Cataluña and translates to “cellar,” which hints at their technique that mirrors the founding fathers in France.

The Spanish native grape varietals Macabeo, Parellada, and Xarello have been given the designation of quality for these wines.

Green apple, honeydew, pear, and even cream are some of the more common flavors.

If you don’t want to break the bank but still want to have fun, Prosecco could be your bubble.

Cava provides great value and drinks like a much more expensive bottle. Expect primary flavors of quince, lime, apple, chamomile, and almond.

If you don’t want to waver on quality and are willing to step out of the box, Cava might be the right choice for you.

SPARKLING WINE, LIKE THE NAME SUGGESTS, IS THE PROPER TERM FOR ANY WINE WITH BUBBLES. This category has the largest variation as it literally covers everything with carbonation. While quality can be hit or miss with the

PROSECCO, ITALY’S MOST WELL-KNOWN SPARKLING WINE. These wines are a newer addition to one of the Old World’s wine

cheaper selections, there are always exceptions and hidden gems to be found.

powerhouses. These free-spirited and fun wines hail from northeast

This is where my local wine shop shines and has never failed

Italy’s grape variety Glera, and most skip the traditional methods in

to recommend some of my favorite bubbles. Sparkling wines of

favor of larger format production. This translates to a more inexpen-

all types work well with saltier foods and lots of complex flavors,

sive and easier to drink option.

which holiday meals often provide. If you want just one wine and

For those who have been put off by the dry and yeasty profiles of France and Spain, Prosecco heads the other way. Common practice 46

Paradise Valley Lifestyle | December 2021

no fuss for your entire celebration and meal, bubbles are the perfect match for you.

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CAN YOU GROW YOUR VALUES WITH YOUR WEALTH?

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By invite only, MuSu is bringing together driving enthusiasts, thrill seekers, and those who love the exotic lifestyle.

MuSuExotics.org | Members@MuSuExotics.com | 623-692-9970 48

Paradise Valley Lifestyle | December 2021

Surprisingly great rates right around the corner.

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CityLifestyle.com/ParadiseValley

49

GIVING BACK

GIVING BACK SPOTLIGHTING OUR COMMUNITY

AS THE YEAR COMES TO A CLOSE, WE TOUCHED BASE WITH SEVERAL OF OUR MAGAZINE PARTNERS TO LEARN HOW THEY WERE GIVING BACK. Wow—what an incredible community we have! See how these incredible companies are impacting others.

CULLUM HOMES Giving back through serving on charitable boards or committees, volunteering, or providing financial assistance is a year-round initiative at Cullum Homes. For 2020-2021, the company is proud to support Habitat for Humanity, Heart Ball, Phoenix Children’s Hospital WINGS, St. Mary’s Food Bank, Trends Charitable Fund, Phoenix Theatre, Childhelp, and many others. CullumHomes.com VILLAGE HEALTH CLUBS & SPAS The Village Health Clubs & Spas worked with the Assistance League of Phoenix to give school kids in need clothes, shoes, books, backpacks, and more. The Delivering Dreams Buses program serves 50 kids per day by having volunteers assist kids with choosing shoes and clothes. VillageClubs.com THE BURGESS LAW GROUP The Burgess Law Group provides pro bono legal services to refugee children and families through the Florence Immigration & Refugee Rights Project, volunteers as mentors for Arizona Foundation for Women’s She Leads program®, teaches at ASU law school, and fundraises for Scottsdale Unified School District through the Scottsdale Charros Foundation.

TheBurgessLawGroup.com

50

Paradise Valley Lifestyle | December 2021

CANDELARIA DESIGN ASSOCIATES Candelaria

Design

Associates

SHE Leads. In addition, she financially contributes to donated

all

numerous charities locally. KNDLegal.com

design services for the first 3D printed home for Habitat for Humanity, Colten Cowell Foundation’s

OMNI SCOTTSDALE RESORT & SPA

Cave of Compassion, Gigi’s Playhouse Café &

AT MONTELUCIA

University, Ryan’s House, and the winning room

Omni Scottsdale Resort & Spa at Montelucia offers

for Phoenix Dream Center. The company has team

“Housekeeping Opt Out,” participating in Omni Hotels

members on the boards of these and other local

& Resorts Say Goodnight to Hunger initiative, donat-

organizations, and it schedules team service days.

ing one meal for each day of stay to Feeding America.

CandelariaDesign.com

The resort also recently partnered with local nonprofits including St. Mary’s Food Bank, Sojourner Center,

REVEL

and more. OmniMontelucia.com

Revel, a portfolio of independent living communities, will be partnering with HopeKids for the

BENESSAIR HEALTH

second consecutive holiday season. HopeKids

A charity that is near and dear to the heart of

provides events, activities, and support for families

CEO Dr. Carrie Bordinko and the staff members at

who have a child with cancer or another life-threat-

Benessair Health is the Seals Future Foundation. Not

ening medical condition. HopeKids families sign up

only does it impact those service members who live

to receive a personalized letter from Santa, written

in the community, but others nationwide who are try-

to them by Revel residents and team members.

ing to find ways to re-integrate back into society after

RevelCommunities.com

serving our country in war overseas. The Seals Future Foundation (SFF) focuses on medical expenses for

K DURHAM LAW PLLC

members of the seal teams that find a lack of Veterans

Giving back to the community that she serves

Administration benefits for medical care sometimes

is of the utmost importance to attorney Kelley

considered “alternative.” SFF helps coordinate health-

Durham. She sits on the Steering Committee for

care and cover treatment costs. Benessair sponsors

the Arizona Women Lawyers’ Association, is the

an annual fundraising event in April that last year

President for Phoenix Zoo Auxiliary, and mentors for

raised over $400,000 for the cause. Benessair.com

As the year comes to a close, we touched base with several of our magazine partners to learn how they were giving back.

CityLifestyle.com/ParadiseValley

51

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Paradise Valley Lifestyle | December 2021

Same Day Eye Exams • HSA/FSA Cards Accepted

JOIN THE VILLAGE Community Become part of our Village community to live your best life. We believe that fun, healthy relationships play an integral part in your overall health, nutrition and exercise at the Village. From sports and group activities like hiking and cycling, to our social networking events and preferred partners, you’ll find endless opportunity to form and strengthen friendships in our clubs.

Whether your goal is to get a great workout or a great massage, our professional, experienced staff is here to make each and every Village experience exceptional. Come give us a try and you’ll understand why our members call the Village their second home.

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CityLifestyle.com/ParadiseValley

53

INSPIRED BY

Gratefully

GIVING AWAY AFTER A SUCCESSFUL CAMPAIGN LAST YEAR, LIFESTYLE PUBLICATIONS IS GIVING $300,000 TO RECIPIENTS IN NEED THIS CHRISTMAS SEASON AND BEYOND... AND WE NEED YOUR HELP!

THEY NEED YOUR HELP FINDING THOSE RECIPIENTS. ARTICLE ALLISON GIBESON

Last year’s giveaway campaign culminated in the distribution

PHOTOGRAPHY JANIE JONES

of $250,000 throughout the year to recipients from across the country who had various needs. When the company opened nominations, they were flooded with submissions. Community members such as judges, Anna Sarol

police officers, teachers, mentors, social workers and readers like you nominated community members who were facing hardships.

As the eyes and ears of the community, these readers and stakeholders were able to help identify people who might have otherwise gone unnoticed or unrecognized.

One such nominee was Anna Sarol. About six years ago Anna was paralyzed in a gymnastics accident when she was a freshman in high school, but until last year she did not have a stairlift in her home. The stairlift was made possible when Lifestyle Publications gave her family $10,000 and made sure it was installed.

“Stairlifts don’t come at a feasible price, and unfortunately our insurance denied coverage,” Anna says. “I watched my community come together to help me get this equipment to my house, and words can’t explain how appreciative my family and I are.”

The money for Anna’s stairlift was part of the giveaway campaign from the company during the 2020 Christmas season that benefited more than 80 recipients. Among those recipients were single mothers, families with children who were facing illnesses, individuals impacted by the loss of a job, unexpected deaths and more.

54

Paradise Valley Lifestyle | December 2021

Another nominee was Kathy*, an aunt who is raising her two nephews and niece. The children came from an abusive situation involving violence, drugs, and neglect. Kathy, a single parent, worked tirelessly to provide for these children, but the family was still living in poverty despite her working seven days a week.

Additionally, Kathy lost her housecleaning job during the pandemic and resorted to selling tamales to help pay the rent.

When a case manager with a Big Brothers Big Sisters foster youth mentoring program heard about Lifestyle’s campaign and call for nominations, she quickly thought of Kathy.

“This funding allowed the children to have a small Christmas tree for the first time ever.

Kathy was able to pay her rent and utilities for three months, and the children were able to experience a holiday season in peace without financial stressors.”

CONTINUED >

CityLifestyle.com/ParadiseValley

55

INSPIRED BY (CONTINUED)

“When I shared the news that Kathy was selected and would be receiving $3,000, she cried, screamed, and was in disbelief,” the case manager said. “She immediately wanted to give back to me and the donor by providing endless tamales. This funding allowed the children to have a small Christmas tree for the first time ever.

Kathy was able to pay her rent and utilities for three months, and the children were able to experience a holiday season in peace without financial stressors. They experienced Christmas like their peers, which filled them with such pride as it was something they have wished for all their lives.”

The case manager says the lesson is clear – when we give back to others, we truly gain so much more in the process. She said she was filled with overwhelming joy when she saw the children’s faces filled with smiles and a Christmas tree in their home for the first time. In addition, the aunt’s expressed desire to give back to others made the giving cycle full circle.

In yet another case, Emily* who worked as a janitor at a school, was a recipient. She was struggling to afford simply buying groceries for her children, let alone providing them with a fun Christmas. Before the ongoing difficulties of the pandemic even started, a tornado destroyed the school she worked at just a couple weeks before the initial shutdown in March 2020 which impacted her income as the students attended a nearby school after the building was hit. The whole town was struggling as 220 people were injured and five were killed because of the tornado, and everyone needed encouragement. Emily was incredibly surprised and grateful to receive assistance from the giveaway.

The leaders of Lifestyle Publications believe God has blessed them, so they want to be a blessing and encouragement to others. With this year’s giveaway being increased to $300,000 to give away throughout the year, it’s clear this is an opportunity to change many lives in the same way Anna’s was changed.

“As a 2020 recipient of the Christmas giveaway, I am forever grateful I now can access my basement independently,” Anna says.

“Locating a fully accessible household in my area is nearly impossible, and living in a state that experiences tornado warnings means finding a way to get to my basement by myself is crucial. Not only this, but I also now have the option of utilizing another level of my house to hang out with friends and family.” *Names changed for privacy

56

Paradise Valley Lifestyle | December 2021

WE NEED YOUR HELP TO GIVE AWAY $3OO,OOO This year the company will have nominations for the giveaway open from December 1-15, 2021. To submit a nomination, follow @CityLifestyle on Instagram and fill out the form found in the bio link. The amount given to each recipient will be based on need.

The leaders of Lifestyle Publications believe God has blessed them with their company’s continued success, so they in turn wish to be a blessing and encouragement to others as they increase the amount of this year’s giveaway to those in need to $300,000 for the year.

Nominate HERE! Follow @citylifestyle on Instagram

CityLifestyle.com/ParadiseValley

57

It’s a Hot Market.

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“When the previous agent was unable to sell our Silverleaf home, we hired Mike.

He structured a remarkable deal that got our home sold fast and at top dollar” Jeff H

Contact Mike Domer for a free market evaluation of your property.

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PARADISE VALLEY TOP 15 OCTOBER 2021 TOP 15 PARADISE VALLEY HOME SALES ADDRESS

SALE PRICE

BD

BA

5724 E Mockingbird Ln

$15,776,000

7

9

5950 E Valley Vista Ln

$12,000,000

7

10

12,295

976.00

6667 E Stallion Rd

$ 7,750,000

5

7

9,152

846.80

6427 E Luke Rd

$ 7,377,725

4

5

6,863 1,075.00

5641 N Invergordon Rd

$ 6,800,000

4

5

7,182

6109 N 33rd St

$ 6,500,000

4

7

6,425 1,011.67

6020 E Indian Bend Rd

$ 6,500,000

4

6

7,104

914.98

6370 E Royal Palm Rd

$ 6,400,000

5

7

10,760

594.80

6672 E Cactus Wren Rd

$ 5,995,000

5

8

8,844

677.86

5102 N Wilkinson Rd

$ 5,400,000

5

7

9,218

585.81

5419 E Sapphire Ln

$ 4,850,000

5

6.5

7,948

610.21

5301 E Roadrunner Rd

$ 4,500,000

5

4.5

6,210

724.63

6033 N Mockingbird Ln

$ 4,464,916

5

8

7,528

593.10

5444 E Caron St

$ 4,200,000

5

5

5,012

837.99

6893 E Cactus Wren Rd

$ 3,995,000

3

4

4,100

974.39

Information data found herein is from ARMLS.

SF

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DECEMBER

LIFESTYLE CALENDAR

1-OCT 2022

3-5

REMEMBERING THE FUTURE: 100 YEARS OF INSPIRING ART

HOLIDAY POPS

This exhibition

tells

story

Phoenix Symphony at its annual

of

movement

that

Holiday Pops concert. Featuring

is often left out of the broader

hymns and carols from a variety

story of American art. It reflects

of traditions and faiths, as well

100 years of Indigenous creative

as beloved secular songs, you’ll

This

expression and elevates the art-

feel merry and bright at the most

Company picks up two years after

ists who have been central to

festive production of the year.

Jane Austen’s 19th-century Pride and

the Native American Fine Art

PhoenixSymphony.org

Prejudice story ends. It stars Mary

Heard Museum

an

artistic

the

Symphony Hall

Celebrate the season with The

works of art produced by leading American Indian artists of the 20th and 21st centuries. Heard.org

1-JAN 5, 2022 CITYSKATE

"Death

&

the

Maiden."

RedRockMusicFestival.com

9-JAN 2, 2022 MISS BENNET: CHRISTMAS AT PEMBERLEY Herberger Theater Center

show

by Arizona

Theatre

5

ing tired of her role as the obedient

LOST OUR HOME PET RESCUE’S 12TH ANNUAL HOLIDAY CHAMPAGNE BRUNCH & AUCTION

needs to embrace her independence

Scottsdale Resort at McCormick Ranch

Show off your holiday sparkle while hearing inspiring stories,

middle sister. But an unexpected guest gives Mary the boost she and finally find true love. ATC.org

10-24 BALLET ARIZONA'S THE NUTCRACKER

Patriots Park at CityScape Phoenix

seeing a doggie fashion show, and

Ice skate under the stars in Downtown

participating in a silent auction.

Phoenix at the outdoor holiday install-

This annual event raises critical

Ballet Arizona holds its 36th year

ment CitySkate, where guests can

funds needed to support ser-

of The Nutcracker performances,

rent ice skates if needed (there's a

vices and programs to continue

choreographed by Artistic Director

discount for those who bring their

to help pets and pet parents in

Ib

own) and take a spin around the rink,

crisis within the local community.

with live music by The Phoenix

which is decorated with holiday lights.

98KUPD’s Morning Sickness host

Symphony. The ballet tells the story

CitySkatePhx.com

John Holmberg is the emcee, and

of a girl named Clara who is given a

Letitia Frye hosts the live auction.

magical nutcracker doll on Christmas

LostOurHome.org

Eve. She encounters the Mouse King

3-JUNE 19, 2022 CHIHULY IN THE DESERT Desert Botanical Garden

Chihuly in the Desert showcases Dale Chihuly’s stunning, large-

60

and

Bennet, unmarried, nerdy, and grow-

Movement, showcasing paintings, photography, sculpture, and digital

"American Quartet," "Evergreen,"

Symphony Hall

Andersen,

and

accompanied

before embarking on a wondrous

5 VIANO STRING QUARTET Paradise Valley United

journey. BalletAZ.org

18 DESERT FINANCIAL FIESTA BOWL PARADE

scale installations nestled among

Methodist Church

the Garden’s world-class collec-

The Viano String Quarter, winners

tion of desert plants. Featuring

of the 2019 Banff International

installations

Garden’s

String Quartet Competition, will

Avenue, Phoenix

trails complemented by a major

perform for one day only at Paradise

A statewide crown jewel since its

indoor gallery in Dorrance Hall,

Valley United Methodist Church.

first production in the early 1970s,

the dynamic exhibition includes

Watch and listen to Lucy Wang

the Desert Financial Fiesta Bowl

never-before-seen

installations

and Hao Zhou on violins, Aiden

Parade presented by Lerner &

and is a must-see throughout the

Kane on viola, and Tate Zawadiuk

Rowe will honor the Fiesta Bowl

seasons. DGB.org

on cello. The program includes

Organization's 50-year history on the

on

the

Paradise Valley Lifestyle | December 2021

N. Central Avenue and Montebello

traditional two-mile march through Central Phoenix. Rock & Roll Hall of Famer Alice Cooper and the Fiesta Bowl founders are this year's Grand Marshals. FiestaBowl.org

18-JULY 7, 2022 GENERATION PAPER: FAST FASHION OF THE 1960S Phoenix Art Museum

During the 1960s, paper dresses took the world by storm. Soon, 80,000 dresses

per

week

were

being

sold. This exhibition explores this phenomenon of the era through more than 80 rare garments and accessories selected entirely from the Museum’s comprehensive fashion-design collection, which is home to one of the leading collections of paper fashion in the United States.

PHXArt.org

29-31 JIM BRICKMAN: THE GIFT OF CHRISTMAS Musical Instrument Museum

Jim Brickman’s distinctive piano style and captivating live performances have revolutionized the popularity of instrumental music, making him a driving force behind modern American music. Catch him during his time at the Musical Instrument Museum. MIM.org

Would you like to get in touch with us? We would love to hear from you!

Contact us at CityLifestyle.com/ ParadiseValley using the Get In Touch link and let us know what you think.

CityLifestyle.com/ParadiseValley

61

FINANCIAL BUZZ ARTICLE GEORGANN YARA PHOTOGRAPHY PROVIDED

’tis (almost)

the season

TYING UP LOOSE ENDS DOESN’T APPLY TO GIFT-WRAPPING ONLY. WRAP UP THE YEAR

BY MAKING TAX TIME WORK FOR YOU

1

For a higher-than-normal income year: + Look for opportunities to defer income, like maximizing contributions to health

savings and retirement accounts; establishing a retirement account if you’re self-employed; and delaying sales of real estate, stocks, and anything triggering capital gains.

APRIL IS MONTHS AWAY,

+ Accelerate deductions through prepaying real estate taxes, completing medical

BUT IT’S NOT TOO EARLY TO

procedures, and paying medical expenses. Pay January’s mortgage this month,

START THINKING ABOUT

increase charitable gifts, and make major business purchases.

TAX SEASON.

2

For a lower-than-normal income year or if you’re retired:

advisor

with

InReach Wealth Advisors, a private wealth advisory practice

of

Ameriprise

Financial Services, says

+ Accelerate income by withdrawing money needed to live from retirement accounts

the process should con-

for the following year, converting IRA money to a Roth IRA, or selling long-term

sist of more than gathering

appreciated assets.

receipts and dropping them

If you have a large estate:

3

off with your accountant.

“The majority of people think in terms of tax preparation instead of tax planning,” says Ayala, who has 21 years of indus-

+ Consider making gifts of up to $15,000 per person under the annual gift tax exclu-

try experience. “Tax preparation

sion. Or make gifts in excess of the $15,000, if the potential reduction in the estate tax

is filing your return based on

exclusion will impact the taxability of your estate at death.

what’s already happened. Tax

Comprehensive and beneficial tax planning is not seasonal. And with discussions currently

occurring at the federal level about changes in tax laws, staying in the loop is crucial.

62

Jason Ayala, a private wealth

planning is proactively reviewing throughout the year to optimize your overall tax situation today and in the future.”

Ayala offers these end-of-

“On an annual basis, everyone should be familiar with their tax brackets and understand all

year and year-round strategies

the levers they can pull to maximize their tax situation,” Ayala says. “Working with your tax pro-

to assist with your filings for

fessional and financial advisor throughout the year is the best solution.” InReachWealth.com

2021 and beyond.

Paradise Valley Lifestyle | December 2021

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