Luncheon: Washington Legislative Update sponsored by Fairway Wealth Management, LLC
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If attending in person, please arrive at 11:30 am for networking time in advance of lunch. Lunch will be served at noon with the meeting beginning at 12:20 pm.
If attending virtually, the webinar session will begin at 12:20 pm.
About the Program
What can we expect from Washington? We’ll review the past two years and current political climate for clues on what we can expect from Washington – in November, over the next two years, and after.
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 JD 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, has been named Best Lawyers’ Cleveland “Lawyer of the Year” in Tax Law (2013), Tax Litigation and Controversy (2014-2015, 2017 and 2022), 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.
Michael Wear, Esq., AEP® │ 2022-2023 Program Chair
Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders, from the Supreme Court of Ohio for Ohio attorneys to receive CLE credit, and from the Ohio Department of Insurance. A certificate of completion will be available for those AEP®, CPA, and CWS designees who feel the program satisfies their continuing education requirements.
Reservation Policy –
IN PERSON: All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. The meeting cost is $35 for members when paid in advance before noon 10/10/22, $50 for members at the door, $50 for guests, and $210 for a table of six (can be mix of members and non-members - please submit names to firstname.lastname@example.org by 10/07/22). If you reserve and are unable to attend, please call the office to cancel by noon 10/10/22 to avoid a no-show reservation billing.
VIRUTAL: All attendees must register in advance. The meeting cost is $10 for members and $15 for guests. You will receive login credentials with your registration confirmation email.
To reserve, click "Register Now" below.
Program sponsored by: