Washington Legislative Update with Matthew Kadish

Join us on Wednesday November 13th for a Lunch and presentation with Matthew Kadish at Fairlawn Country Club.

Description: Forecasting Tax and Estate Planning-Related Legislation in Late 2024 through 2026.

Learning Objectives:

• Review Results of Recent Congressional and Presidential Election
• How to Forecast Prospects for Tax and Estate Planning Legislation in Lame Duck (November 2024-Jan 2025)
• How to Forecast Prospects for Tax and Estate Planning Legislation in 2025-26
• Planning Tips-Whether, What and When

Speaker: Matt Kadish, Partner at Frantz Ward LLP

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, in addition to Cleveland, has 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 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.