Washington Update - What Happened? And So Now What? sprd by FirstMerit Wealth Management Services
Date: Tuesday, May 10, 2011
Time: 12:00 PM - 1:30 PM
Location: The City Club
Speaker: Matthew F. Kadish, Esq.
LOCATION: The City Club, 850 Euclid Ave., Cleveland (Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave, entrances on Euclid & Prospect) to those that enter after 11:01 am and exit before 2:29 pm. Guests must present ticket to The City Club for validation.)
About the program…
Matt will join us days after meetings in D.C. with the latest irreverent take on what Congress seems to have in store for us and our clients, including: estate tax reform (if, when, whether, how, why, etc.); capital gains and other “Bush tax cuts”; the various ongoing battles between the strata of wealthy (and everyone else); whether deficit reduction is for real; and a further “parade of horribles.” As a bonus, he has promised to bring a Magic 8-Ball for actual, real-time predictions.
Matthew F. Kadish, Esq. is an attorney and shareholder in the Cleveland law firm of Kadish, Hinkel & Weibel, a 2010 U.S. News and World Reports “Best Law Firm in America” (First Tier in tax law for the metropolitan Cleveland area, and Second Tier in tax law out of all law firms nationally). Matt’s practice covers a wide range of tax-related areas, including choice of entities, estate planning and business succession, exempt organizations, and representation of clients before the Internal Revenue Service and U.S. Tax Court. He has spoken nationally on various tax-related topics, has testified at the invitation of the U.S. Senate Finance Committee on tax relief for small businesses, and serves as the Vice President of Legislation for the Small Business Council of America. He is a Fellow of the American College of Trust and Estate Counsel, and is listed in Best Lawyers in America (Taxation) and as an Ohio Super Lawyer (Tax and Estate Planning). Matt was honored to receive the Estate Planning Council of Cleveland’s 2010 Exceptional Service Award for his contributions to the Cleveland estate planning community in the tax, federal legislation and estate planning areas. He 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.
Jennifer A. Savage, 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 $20 for members when paid in advance before noon 05/09/11. Meeting cost is $30 for members at the door and $30 for guests. If you reserve and are unable to attend, please call the office to cancel by noon 05/09/11 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 and CPAs that feel the program satisfies their continuing education requirements. In addition, EPC Cleveland will request credit for Ohio attorneys and insurance professionals. Approval status will be communicated online at www.epccleveland.org.
To reserve click "RSVP Now!" below.
This event is sponsored by:
