What’s Up in Washington, a Legislative Update (special Member/Guest Luncheon)
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 be eligible to attend.
LOCATION: The City Club of Cleveland, 850 Euclid Ave., Cleveland, OH 44114
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 after11:01 am and exit before 2:29 pm. Guests must present ticket to The City Club for validation.
About the program…
Which way are the winds blowing in DC, and what does the forecast hold for tax and estate planners and their clients? Matthew Kadish will give our annual update. As usual, he’ll update us on the various hot button issues and political trends, who’s in/out/up/down, and how it affects the prospects for tax reform, estate/gift /GST changes, or other mischief that Congress may have in store for us and our clients as we head towards the 2014 mid-term elections.
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 speaks nationally on a range of 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 – both Litigation & Practice, and Trusts & Estates, and as 2013 Cleveland Tax Law “Lawyer of the Year”) and as an Ohio Super Lawyer (Tax). The Estate Planning Council of Cleveland has previously honored him with its Distinguished Estate Planner Award (2012) and Exceptional Service Award (2010). 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.
Emily Shacklett, CPA, AEP®, 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 05/12/14. Meeting cost is $35 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 05/12/14 to avoid a no-show reservation billing.
Also Available! Purchase a table at the monthly luncheon… $200 / six guests. (Submit names to admin@epccleveland.org by 05/09/14.)
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 that feel the program satisfies their continuing education requirements.
To reserve, click "REGISTER" 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.
