West Side Breakfast - Tax Reform Update with IRS Regulations sponsored by Wellspring Financial Advisors

Date: Wednesday, March 27, 2019
Time: 8:00am - 9:30am
Location: LaCentre Conference & Banquet Facility, 25777 Detroit Rd, Westlake, OH 44145
Speaker: Scott Swartz, JD, LL.M., AEP®

Join us for breakfast and networking at 8:00am and the program will begin at 8:20am.
Please note the special time and location of this event. 


About the Program
In late 2017 Congress unleashed a massive set of changes to the federal tax laws, which despite the length and detail, raised as many questions as they answered.  Since that time the Treasury Department and the IRS have produced volumes of regulations, announcements, and interpretations of what was meant by the law changes.  The presentation will review what sorts of guidance the IRS has issued, how the guidance affects estate planning and tax planning for clients, and what further changes to look for going forward. The presentation will be based on and is an update of the January 23 east side breakfast meeting.

About the Speaker
Scott Swartz is Counsel for Wellspring Financial Advisors in Cleveland and has been a practicing attorney focusing on estate planning and taxation matters for over 25 years.  He obtained his bachelor degree with concentrations in accounting and finance from Bowling Green State University, his law degree from Cleveland-Marshall College of Law, and his Master of Laws in Taxation from New York University.  Scott currently teaches a course in wealth management at John Carroll University.  He contributes a quarterly tax update to the NAEPC Journal of Estate and Tax Planning, and writes a Taxing Wealth column for the Tax Notes weekly publication.  Scott served two terms on the board of the Estate Planning Council of Cleveland. 

Laura B. Springer, CRPC®, CFP® │ 2018-2019 Program Chair

Reservation Policy – All attendees are encouraged to register on or before 03/25/19 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 01/22/19, $40 for members at the door, $40 for guests, and $200 for a table of six (please submit names to admin@epccleveland.org by 03/22/19).  If you reserve and are unable to attend, please call the office to cancel by noon 03/25/19 to avoid a no-show reservation billing.

Continuing Education – EPC Cleveland has received 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. EPC Cleveland has also received credit from the Ohio Department of Insurance. 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.


Thank you to our sponsor:

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