ESTATE PLANNING COUNCIL OF CLEVELAND

Special Member / Guest Luncheon!
All active members are invited to bring a potential member* to this luncheon at no charge!
Complimentary guests must qualify for membership based on the current requirements and be registered by the current member to attend.

NEW!  Arrive at 11:30 am for networking time in advance of lunch.
Lunch will be served at noon with the meeting beginning at 12:20 pm.

About the speaker…
Matt Kadish is an attorney and shareholder in the Cleveland law firm of Kadish, Hinkel & Weibel.  His practice covers a wide range of tax-related areas, including estate planning and business succession, foreign bank account reporting (FBAR) and related issues, entity taxation, exempt organizations, and representation of clients before the Internal Revenue Service and U.S. Tax Court.  Matt formerly served as an attorney-advisor to Judge Herbert L. Chabot of the U.S. Tax Court, and received his LL.M. in Taxation from New York University School of Law, his J.D. from Case Western Reserve University School of Law, and his B.A. from Williams College.  Prior to practice in Cleveland, he practiced in Honolulu, Hawaii, and Washington, D.C. Matt has spoken nationally on various tax- and estate-planning related topics.  He is a Fellow of the American College of Trust and Estate Counsel, and is listed in Best Lawyers in America (Tax - Litigation & Practice, and Trusts and Estates) and as an Ohio Super Lawyer (Tax).  In 2010, Matt was awarded the Estate Planning Council of Cleveland’s Exceptional Service Award for his contributions to the estate planning community in the tax, federal legislation and estate planning areas, and was named the Best Lawyers’ 2013 and 2015 Cleveland Tax Law “Lawyer of the Year.”   In his abundant free time, Matt represents the nation’s small businesses with the Small Business Council of America (SBCA), the voice of privately owned business in Washington on income and estate tax, benefits and health care matters.   He has served for many years as the SBCA’s Vice-President of Legislation, and testified in 2007 at the invitation of the U.S. Senate Finance Committee on what tax relief would help small businesses.  Since 2012, Matt has served as CEO of the SBCA.

Peter Balunek, CFP®, CLU®, ChFC® ∙ 2015-2016 Program Chair

Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only.  Meeting cost is $25 for members when paid in advance before noon 03/07/16, $40 for members at the door, $40 for guests, and $200 for a table of six (please submit names to admin@epccleveland.org by 03/04/16).  If you reserve and are unable to attend, please call the office to cancel by noon 03/07/16 to avoid a no-show reservation billing.

Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders.  In addition, a certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements. 

To Reserve, click "Register Now" below.

This luncheon is sponsored by:

*A new member, as a prerequisite of regular membership, shall be a Certified Public Accountant, Chartered Life Underwriter, Chartered Financial Consultant, Certified Financial Planner^®, Trust Officer, Chartered Financial Analyst, Certified Wealth Strategist^®, Chartered Advisor in Philanthropy^®, Master of Science in Financial Services, or Attorney licensed to practice law in the State of Ohio.  In addition, persons who are in the process of attaining any of the aforementioned certifications and/or has substantial work experience in the estate planning or related fields may be considered for regular membership at the discretion of the Board of Trustees.

Parking Options-

Option 1:  Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave., entrances on Euclid & Prospect) to those who enter after 11:01 am and exit before 2:29 pm.  Guests should present ticket to the reception desk at The City Club for validation.  After validation and if within the timing restrictions, the parking fee is $3.

Option 2: Through a special arrangement between The City Club and The Metropolitan at the 9 (2017 E. 9th Street, Cleveland, Ohio 44115), guests are able to take advantage of a $10 valet rate.  To take advantage, tell the valet you are attending an event at The City Club.  Once at The City Club, pick up a blue ticket from the reception desk.  Present this ticket to the valet upon claiming your car.  This option is available to those who park at or later than 11:01 and pick up their vehicle before 2:29 pm.

*Prices and timing restrictions subject to change without notice.