Special Joint Meeting with the Tax Club of Cleveland, "Taxpayer and Practitioner Needs in the IRS Current and Future State", sponsored by Cornerstone Consulting Group
Estate Planning Council of Cleveland & Tax Club of Cleveland
Annual Joint Luncheon
NEW! ADDITIONAL PRE-MEETING NETWORKING TIME
Arrive at 11:30 am for networking time in advance of lunch.
About the Speaker…
Nina E. Olson, the National Taxpayer Advocate, is the voice of the taxpayer at the IRS and before Congress. Under her leadership, the Taxpayer Advocate Service helps hundreds of thousands of taxpayers every year resolve problems with the IRS and addresses systemic issues affecting groups of taxpayers. Her Annual Report to Congress identifies the most serious problems facing taxpayers and recommends solutions. In 2015, Congress codified the provisions of the Taxpayer Bill of Rights for which Ms. Olson had long advocated, grouping the dozens of existing rights in the Internal Revenue Code into ten clear categories and requiring the IRS Commissioner to ensure employees act in accordance with those rights. Ms. Olson is a graduate of Bryn Mawr College and North Carolina Central School of Law, and she holds a Master of Laws degree in taxation from Georgetown University Law Center.
Peter Balunek, CFP®, CLU®, ChFC® ∙ EPC Cleveland 2015-2016 Program Chair
Erik Rosenfeld ∙ Tax Club of Cleveland 2015-2016 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 of either organization when paid in advance before noon 05/09/16, $35 for members of CMBA, $40 for members of either organization at the door, $40 for guests, and $200 for a table of six (please submit names to email@example.com by 05/06/16). If you reserve and are unable to attend, please call the EPC office to cancel by noon 05/09/16 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, CPAs, and CWS designees who feel the program satisfies their continuing education requirements. The Tax Club of Cleveland, through an arrangement with the Cleveland Metropolitan Bar Association, will provide one hour of Ohio Continuing Legal Education credit for this meeting.
To reserve, click "Register Now" below
This event is sponsored by:
Option 1: Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave., entrances on Euclid & Prospect) to those who enter after 11:01 am and exit before 2:29 pm. Guests should present ticket to the reception desk at The City Club for validation. After validation and if within the timing restrictions, the parking fee is $3.
Option 2: Through a special arrangement between The City Club and The Metropolitan at the 9 (2017 E. 9th Street, Cleveland, Ohio 44115), guests are able to take advantage of a $10 valet rate. To take advantage, tell the valet you are attending an event at The City Club. Once at The City Club, pick up a blue ticket from the reception desk. Present this ticket to the valet upon claiming your car. This option is available to those who park at or later than 11:01 and pick up their vehicle before 2:29 pm.
*Prices and timing restrictions subject to change without notice.