Charitable Tax Seminar

Description

This seminar is organized by the Federation’s Professional Advisory Council, and is designed to assist attorneys, accountants, trust officers, financial and insurance professionals in advising their clients on estate planning, tax and charitable issues.

7:30 a.m.
Registration & Continental Breakfast (kosher dietary laws observed)

8:00 a.m.
Program

12:30 – 1:30 p.m.
Lunch and Guest Speaker (qualifies for continuing education credit)

Cost: $100
There is a $25 cancellation fee after May 27. SPACE IS LIMITED!
Cost includes registration fee, breakfast, lunch, certification and
basic materials.

Program Chair: James A. Goldsmith, Esq.

*Summer and first year associates are invited to attend as our guests.


Accreditation:
The Charitable Tax Seminar includes up to 4.25 hours of presentations.
• The Federation is registered with the Accountancy Board of Ohio.
• The Federation has applied for CLE credit to the Supreme Court of Ohio Commission on Continuing Legal Education, for CE credit to the Certified Financial Planner Board of Standards and for CE credit to the Ohio Department of Insurance.

Opening Remarks
James A. Goldsmith, Esq., Partner, Ulmer & Berne LLP
Chair, 43rd Charitable Tax Seminar

Matthew F. Kadish, Esq., Partner, Kadish, Hinkel & Weibel
Chair, Professional Advisory Council

The Use of Life Insurance in Financial and Estate Planning - New Paradigms, Old Risks
Charles L. Ratner, JD, CLU, ChFC, AEP® (Distinguished), National Director of Personal Insurance Counseling, Ernst & Young

The Medicare and Social Security Puzzle - Critical “Must-Haves” for Clients
Janet L. Lowder, Esq., CELA, Hickman & Lowder Co. L.P.A., and Kelly Walter, President, KW Consulting, Inc.

Economic Cycles and their Implications for Investors
Jeffrey Mortimer, CFA, Director of Investment Strategy, BNY Mellon Wealth Management, Boston

How I learned to Stop Worrying and Love Income Tax Planning: Planning for Small Estates
Andrew Whitehair, CPA/PFS, AEP®, Director, Family Wealth, Cohen & Company

Location, Location, Location: Planning and Administering Estates with Foreign Real Estate
James Spallino, Jr., Esq., Partner, Thompson Hine LLP

One Size Doesn’t Fit All - Finding the Right Charitable Giving Option for Your Client
Ellen E. Halfon, Esq., Counsel, BakerHostetler

Luncheon - Philanthropy in Cleveland: A History of Stewardship and Progressive Action
John J. Grabowski, Ph.D., Krieger-Mueller Associate Professor of Applied History at Case Western Reserve University and
Historian and Senior Vice President for Research and Publications at Western Reserve Historical Society

Registration is now closed. Please contact Chris Sebrasky at csebrasky@jcfcleve.org for more information.

Sponsored by:
Baker Hostetler
Cohen & Company
Reminger
Ulmer Berne LLP
Skoda Minotti