Legislative Developments Affecting Estate Planners sponsored by Cleveland Clinic
Date: Tuesday, May 11, 2010
Time: 12:00 PM - 1:30 PM
Location: The City Club - 850 Euclid Ave.
Speaker: Matthew F. Kadish, Esq
LOCATION: The City Club, 850 Euclid Ave., Cleveland (Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave, entrances on Euclid & Prospect) to those that enter after 11:01 am and exit before 2:29 pm. Guests must present ticket to The City Club for validation.)
About the program…
“What is going to happen with the estate tax” is such a simple sounding question. The presentation will survey the past, present and upcoming political and legislative scene, to show not just how this mess happened, but also what is still in the way. We will also talk about several laws which have recently passed, and other bills of key concern to estate planners.
About the speaker…
Matthew F. Kadish, Esq. 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 choice of entities, estate planning and business succession, exempt organizations, and representation of clients before the Internal Revenue Service and U.S. Tax Court. He has spoken nationally on various tax-related topics, has testified at the invitation of the U.S. Senate Finance Committee on tax relief for small businesses, and serves as the Vice President of Legislation for the Small Business Council of America. He is a Fellow of the American College of Trust and Estate Counsel, and has been recognized by Best Lawyers in America and as an Ohio Super Lawyer. He 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 practicing in Cleveland, he practiced in Honolulu, Hawaii, and Washington, D.C.
Beth M. Korth, CPA, CFP®, 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 $20 for members when paid in advance before noon 05/10/10. Meeting cost is $25 for members at the door and $25 for guests. If you reserve and are unable to attend, please call the office to cancel by noon 05/10/10 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 and CPAs that feel the program satisfies their continuing education requirements.
To reserve click "RSVP Now!" below.
This event is sponsored by the Cleveland Clinic.