Luncheon: Fall 2025 Washington Legislative and Regulatory Update sponsored by Stout - Estate Planning Council of Cleveland
2025-09-09 15:30 - 17:30 UTC | Union Club of Cleveland, 1211 Euclid Ave, Cleveland, OH 44115
IN PERSON REGISTRATION IS SOLD OUT.
You may still register to attend virtually.
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Annual Accredited Estate Planner® Designation Recognition Luncheon
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Please arrive at 11:30 am for networking time in advance of lunch. Lunch will be served around 11:45am with the meeting beginning at 12:15 pm. If you are virtually attending, the webinar session will begin at 12:20 pm.
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About the Program
Legislation: how big, is beauty in the eye of the beholder, and what’s next? And what about tariffs?
Regulation and Executive Orders: What’s happening, what’s sticking and what is getting undone?
Tax Administration: What will be left of the Internal Revenue Service? And will there be an External Revenue Service?

About the Speaker
Matt's 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 formerly served as an attorney-advisor to Judge Herbert L. Chabot of the U.S. Tax Court, and, previously practiced in Honolulu, Hawaii, and Washington D.C. Matt has spoken nationally on various tax and estate planning related topics. He is a Fellow of both the American College of Trust and Estate Counsel (ACTEC) and the American College of Tax Counsel (ACTC), and was named Best Lawyers' Cleveland Tax Law "Lawyer of the Year" (2013), Tax Litigation and Controversy (2014-2015, 2017, 2022, 2024), and Trusts and Estates (2018). Matt is listed in The Best Lawyers in America in the areas of Tax-Litigation & Controversy and Trusts & Estates, and is named to the Ohio Super Lawyers list, where he ranks in the Top 100 Lawyers in Ohio and Top 50 Lawyers in Cleveland. In his abundant free time, Matt represents the nation's small businesses as President of the Small Business Council of America (SBCA), the voice of privately-owned business in Washington, D.C. on income and estate tax, benefits and health care matters. He has served for many years as the SBCA's Vice-President of Legislation, and testified in 2007 at the invitation of the U.S. Senate Finance Committee on tax relief for small businesses. In his remaining time, he plays guitar at Cuyahoga Valley National Park and says nice things about his wife.

Frank F. Gagliardi, CFP® â 2025-2026 Program Chair

Continuing Education – The following credits will be available for 1 hour of CE (as of 8/7/25):
CFP® – APPROVED course by the CFP® Board.
CLE – APPROVED course by the Supreme Court of Ohio.
General – 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 $40 for members when paid in advance before noon 09/05/25, $60 for members at the door, $60 for guests, and $240 for a table of six (can be mix of members and non-members - please submit names to admin@epccleveland.org by 09/05/25). If you reserve and are unable to attend, please call the office to cancel by noon 09/05/25 to avoid a no-show reservation billing.

VIRUTAL: All attendees must register in advance. The meeting cost is $40 for members and $60 for guests. You will receive login credentials with your registration confirmation email.

To reserve, click "Register Now" below.
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Thank you to our sponsor:

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