Candace Tooke

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About

Candace Berg Tooke, a Partner in the Scottsdale office of Henry & Horne, is extensively involved with the planning and compliance aspects of estates, trusts, charitable trusts, private foundations, family limited partnerships, and planning for business succession. Prior to joining Henry & Horne, Candace spent eight years with a boutique law firm of Estates and Trusts, was employed by several local accounting firms, and established her own tax and consulting practice. She began her accounting career in the tax department of a national accounting firm. Candace is a speaker on business succession, estate, and income tax issues, and has given presentations for estate planning councils, client groups, The Planned Giving Round Table, Maricopa County Bar Association, and professional education providers.

Education

- Arizona State University (B.S. Degree Magna Cum Laude)

Affiliations

- American Institute of Certified Public Accountants

- Arizona Society of Certified Public Accountants (Board Member)

- Professional Advisory Board for the Arizona Community Foundation
  (Past Chair of the Professional Education Series Planning Committee)

- Central Arizona Estate Planning Council (Former Board Member-received
  the Accredited Estate Planner designation from the National Association of
  Estate Planners and Councils)

- East Valley Estate Planning Group (Past President)

- Estate Planning Study Group Member

Did you know?

What is your favorite TV program? 

- The Simpsons

What is your least favorite TV program? 

- Barney

What is your favorite movie?

- My favorite quirky comedy is Easy A, my favorite animated/Disney movie is Tangled and my favorite action move is Bourne Identity.

If you could have dinner with anyone, dead or alive, who would it be and why?

- My grandfather. He died when I was you and I never got to know him as an adult.

What do you like to do for fun when you aren't working?

- I like to hike, see movies, go to the symphony, museums and baseball games.

Contact

Articles


"Eight Tips for Naming Beneficiaries", E-Newsletter, May 2012, Henry & Horne, LLP

"This Type of Trust Succeeds at 'Failure',", E-Newsletter, October 2011, Henry & Horne, LLP

"Giving Gifts of Property to Charity", E-Newsletter, February 2010, Henry & Horne, LLP

"How to Address Eldercare Issues", E-Newsletter, December 2009, Henry & Horne, LLP

"Arizona Tax Amnesty", E-Newsletter, May 2009, Henry & Horne, LLP

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