Joint Luncheon with Tax Club of Cleveland: Washington Update: Election Year + Tax and Estate Planning = Hopes, Fears and Existential Dread sponsored by Wellspring Financial Advisors
Please note the special location of this meeting.
Please arrive at 11:30 am for networking time in advance of lunch. A plated lunch will be served at noon with the meeting beginning at 12:20 pm.
About the Program
We will cover recent and possible 2024 legislation, the political landscape leading into the November elections, and how the election results may affect legislation in lame duck and 2025.
About the Speaker
Matt's practice covers a wide range of tax-related areas, including estate planning and business succession, foreign bank account reporting (FBAR) and offshore voluntary disclosures, entity taxation, exempt organizations, and representation of clients before the Internal Revenue Service and U.S. Tax Court. Matt has spoken nationally on various tax and estate planning related topics. He is a Fellow of both the American College of Trust and Estate Counsel (ACTEC) and the American College of Tax Counsel (ACTC). Chambers has rated Matt in “Band 1” for High Net Worth, Private Wealth (2019-date). Best Lawyers in America named him Cleveland Tax Law "Lawyer of the Year" for Tax Law (2013), Tax Litigation and Controversy (2014-2015, 2017, and 2022-2024), and Trusts and Estates (2018). Ohio Super Lawyers ranks Matt in the Top 100 Lawyers in Ohio and Top 50 Lawyers in Cleveland. Since 2012, in his abundant free time, Matt has served as CEO of the Small Business Council of America (SBCA), the voice of privately-owned business in Washington, D.C. on income and estate tax, benefits and health care matters.
Ted Robbins, CPA, CFP® │ 2023-2024 EPC Cleveland Program Chair
Chris Garman │ 2023-2024 Tax Club of Cleveland Program Chair
Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders and from the Supreme Court of Ohio for Ohio attorneys to receive CLE credit. A certificate of completion will be available for those AEP®, CPA, and CWS designees who feel the program satisfies their continuing education requirements.
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. The meeting cost is $40 for members of EPC and Tax Club when paid in advance before noon 05/13/24, $60 for guests and members at the door, and $50 for CMBA members. If you reserve and are unable to attend, please call the office to cancel by noon 05/13/24 to avoid a no-show reservation billing.
Thank you to our sponsor:
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