Webinar: What Just Happened, What Do We Know, and Key Worries and Opportunities Going Forward: Washington Update (Post-Election) sponsored by Fifth Third Private Bank
About the Program
Join us for an early post-election review of the 2020 Elections and how they are likely to affect you and planning for your clients, especially in the areas of federal tax and estate planning.
About the Speaker
Matt Kadish is an attorney and partner in the Cleveland law firm of Frantz Ward, LLP. 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 clerked at the U.S. Tax Court, has an LL.M. in Tax from NYU and his J.D. from CWRU. Before coming to Cleveland about 20 years ago, he practiced in Honolulu, Hawaii and Washington, D.C. He speaks a lot including publicly, and probably needs to listen a lot more. He's an ACTEC and ACTC Fellow, had been named Best Lawyers’ Cleveland “Lawyer of the Year” in Tax Law (2013), Tax Litigation and Controversy (2014-2015, 2017), and Trusts and Estates (2018). Chambers High Net Worth lists him as Tier 1 for Estate Planning. and other publications say he’s great as well. The Estate Planning Council of Cleveland awarded him its Exceptional Service Award (2010) and named him its 2013 Distinguished Estate Planner. Perhaps most relevant to today’s topic, as CEO and VP-Legislation of the Small Business Council of America (SBCA), Matt helps lobby in Washington for small businesses on income and estate tax, benefits and health care matters. In 2007, he had the privilege of testifying on tax relief for small businesses at the invitation of the U.S. Senate Finance Committee.
Katherine E. Wensink │ 2020-2021 Program Chair
Reservation Policy – All attendees are encouraged to register in advance to ensure there is time to receive appropriate webinar login credentials. Webinar cost is free for members and $25 for guests. You will receive login credentials 24 hours before the start of the webinar.
Continuing Education – EPC Cleveland will request 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 will also request credit from the Ohio Department of Insurance. A certificate of completion will be available for those AEP®, CTFA, CPA, and CWS designees who feel the program satisfies their continuing education requirements. You must be attentive on the webinar for at least 60 minutes of programming to receive credit for any of the credentials listed above.