Private Wealth Management, U.S. Bank

Dealing with Today’s IRS – A Primer, War Stories, What’s Changed, and Practical Suggestions sponsored by BNY Mellon Wealth Management

Date: Monday, May 14, 2018
Time: 11:30am - 1:30pm
Location: Cleveland Marriott Downtown at Key Center
1360 W Mall Dr, Cleveland, OH 44114
Speaker: Michelle Hervey and
Matthew F. Kadish, Esq

Please note the special date and location for this luncheon:
Cleveland Marriott Downtown at Key Center

1360 W Mall Dr, Cleveland, OH 44114


About the Program
Dealing with one of the country’s biggest bureaucracies has always been challenging.  In recent years, the IRS landscape has changed in important ways.  Both speakers have extensive experience in handling matters with the IRS.  Understanding the process is crucial for tax and estate planning advisors – not just when an audit has been announced, but in planning so clients can avoid unnecessary problems.  Come hear an updated walk through the “life cycle” of a tax matter, from audit through appeals and (when needed) the court system, including practical do’s and don’ts.

About the Speakers
Michelle Hervey
is a tax partner in Baker Hostetler’s Cleveland office, where she serves as leader of the firm’s national Tax Controversy team.  Her practice focuses primarily on federal tax controversy and planning for partnerships, limited liability companies, real estate investment trusts and corporate clients, with particular emphasis on tax credit finance and real estate development. She also serves as tax counsel on public securities offerings and in connection with mergers and acquisition transactions. Michelle received her J.D. from Case Western Reserve University School of Law and her B.S. from Case Western Reserve University. Michelle serves as board member for the Tax Club of Cleveland and is a member of the American Bar Association, Ohio State Bar Association, and Cleveland Metropolitan Bar Association.

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 both the American College of Trust and Estate Counsel (ACTEC) and the American College of Tax Counsel (ACTC), and was named Best Lawyers’ Cleveland Tax Law “Lawyer of the Year” for 2013 and 2015.  Matt is listed in Best Lawyers in America (Tax - Litigation & Practice, and Trusts and Estates) and as an Ohio Super Lawyer (Tax).  The Estate Planning Council of Cleveland awarded Matt its 2010 Exceptional Service Award for his contributions to the estate planning community in the tax, federal legislation and estate planning areas, and named him its 2013 Distinguished Estate Planner.  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.

Elaine B. Eisner │ EPC Cleveland 2017-2018 Program Chair
Tony Wawrzynski │Tax Club of Cleveland 2017-2018 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 05/11/18, $40 for members at the door, $40 for guests, and $200 for a table of six (please submit names to admin@epccleveland.org by 05/11/18).  If you reserve and are unable to attend, please call the office to cancel by noon 05/11/18 to avoid a no-show reservation billing.

Continuing Education – EPC Cleveland will provide CE 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 CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.  

To Reserve, click "Register Now" below.


EPC Cleveland is grateful for the support of our sponsor:

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