May 2024 Education Program

FREE TO FPA MEMBERS ($65 for non-members)

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TOPIC #1: Investment Update

 Additional information about this session coming soon!

TOPIC #2: Washington Update:  Election Year + Tax and Estate Planning = Hopes, Fears and Existential Dread
SPEAKER: Matthew F. Kadish 

About the presentation: We will cover recent and possible 2024 legislation, the political landscape leading into the November elections, and how the election results may affect legislation in lame duck and 2025.

 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 offshore voluntary disclosures, entity taxation, exempt organizations, and representation of clients before the Internal Revenue Service and U.S. Tax Court. 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).  Chambers has rated Matt in “Band 1” for High Net Worth, Private Wealth (2019-date).  Best Lawyers in America named him Cleveland Tax Law “Lawyer of the Year” for Tax Law (2013), Tax Litigation and Controversy (2014-2015, 2017, and 2022-2024), and Trusts and Estates (2018). Ohio Super Lawyers ranks Matt in the Top 100 Lawyers in Ohio and Top 50 Lawyers in Cleveland. Since 2012, in his abundant free time, Matt has served as CEO 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

Continuing Education: FPA NEO will request credit for these programs, which will total two hours of CE from the CFP® Board of Standards for CFP® designation holders. A general certificate of completion and one for CPA designees who feel the program satisfies their continuing education requirements will also be available.

Reservation Policy: All attendees are encouraged to register in advance before noon 05/15/24 and walk-in reservations will be accepted on a space-available basis only. In person meeting cost is free for FPA members and $65 for non-members. If you reserve and are unable to attend, please call the office or email admin@fpa-neo.org to cancel by noon 05/15/24 to avoid a no-show reservation billing of $10.00.