Annual Meeting & Awards Luncheon sprd by Key Private Bank & University Hospitals
Date: Tuesday, June 12, 2012
Time: 11:30 AM - 1:30 PM
Location: The Union Club - 1211 Eucild Ave.
2012 Annual Meeting & Awards Luncheon
honoring
Matthew F. Kadish, Esq.
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Tuesday, June 12, 2012
11:30 am - 1:30 pm
The Union Club (1211 Euclid Avenue, Cleveland)
$40 members / $50 guests / $400 Table of Ten
About the Honoree
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.
Separately and 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. More recently (in February 2012), Matt was appointed CEO of the SBCA.
About the Distinguished Estate Planner Award
The Distinguished Estate Planner Award was created in 2001 with a purpose of honoring an individual for outstanding contributions within the multi-disciplinary field of estate planning. Recipients of the award may currently be engaged in practice or retired, but must have been involved in the field of estate planning for a minimum of 15 years and a member of the Estate Planning Council of Cleveland for at least 5 years at some point of his or her career. Recipients also reflect the goals for which the council was organized: to provide a better understanding of estate planning and of the services that estate planners can render to the general public; to promote cooperation and to foster a better understanding of the proper relationship among estate planners of different professions; and to further the education of the members of the council and of the public in the field of estate planning. Previous recipients of the award include P. Thomas Austin, J. Donald Cairns, Robert M. Brucken, Jeffry L. Weiler, Roger L. Shumaker, Herbert L. Braverman, James G. Dickinson, Marcia J. Wexberg, Stephen H. Gariepy, M. Patricia Culler, and Gary A. Zwick.
The Distinguished Estate Planner Award was created in 2001 with a purpose of honoring an individual for outstanding contributions within the multi-disciplinary field of estate planning. Recipients of the award may currently be engaged in practice or retired, but must have been involved in the field of estate planning for a minimum of 15 years and a member of the Estate Planning Council of Cleveland for at least 5 years at some point of his or her career. Recipients also reflect the goals for which the council was organized: to provide a better understanding of estate planning and of the services that estate planners can render to the general public; to promote cooperation and to foster a better understanding of the proper relationship among estate planners of different professions; and to further the education of the members of the council and of the public in the field of estate planning. Previous recipients of the award include P. Thomas Austin, J. Donald Cairns, Robert M. Brucken, Jeffry L. Weiler, Roger L. Shumaker, Herbert L. Braverman, James G. Dickinson, Marcia J. Wexberg, Stephen H. Gariepy, M. Patricia Culler, and Gary A. Zwick.
This event is sponsored by:
2012 Distinguished Estate Planner Award Committee
Erica E. McGregor, Chair / Tucker Ellis LLP
Radd L. Riebe, Vice-Chair / Stout Risius Ross, Inc.
Nicole Bornhorst / PNC Wealth Management
Carl Camillo / Plancorp, Inc.
Greg S. Cowan / Bernstein Global Wealth Management
Thomas H. Craft / Sagemark Private Wealth Services
M. Patricia Culler* / Hahn Loeser & Parks LLP
Alan Gross / Jewish Federation of Cleveland
Karen M. McCarthy / Meaden & Moore, Ltd.
Michael T. Novak / Wellspring Financial Advisors, LLC
Mary Eileen Vitale / Howard Wershbale & Company
Elizabeth Wettach-Ganocy / Kimball Consulting LLC
Gary A. Zwick* / Walter & Haverfield, LLP
*past award recipient
Radd L. Riebe, Vice-Chair / Stout Risius Ross, Inc.
Nicole Bornhorst / PNC Wealth Management
Carl Camillo / Plancorp, Inc.
Greg S. Cowan / Bernstein Global Wealth Management
Thomas H. Craft / Sagemark Private Wealth Services
M. Patricia Culler* / Hahn Loeser & Parks LLP
Alan Gross / Jewish Federation of Cleveland
Karen M. McCarthy / Meaden & Moore, Ltd.
Michael T. Novak / Wellspring Financial Advisors, LLC
Mary Eileen Vitale / Howard Wershbale & Company
Elizabeth Wettach-Ganocy / Kimball Consulting LLC
Gary A. Zwick* / Walter & Haverfield, LLP
*past award recipient
