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Upcoming Events

2021 Tax Legislation: The State of Play in Washington and Implications for Year-End Planning

Wednesday, October 27, 12:00 pm – 1:15 pm

With sweeping changes to the tax law moving through Congress, what advice can you provide your clients? Edward J. Beckwith, partner, BakerHostetler, Washington, DC; founder, National Professional Advisory Council, Jewish Federations of North America, and Donald P. Kent, principal, Bernstein Private Wealth Management, NY, will have the latest information on the proposed legislation as well as strategies and charitable planning techniques to prepare your clients before end of the year.

The Federation has applied for 1.0 hours of CLE/CE credit from The Supreme Court of Ohio Commission on Continuing Legal Education, the Certified Financial Planner Board of Standards, and the Ohio Department of Insurance. The Jewish Federation of Cleveland is registered with the Accountancy Board of Ohio.

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The Jewish Federation of Cleveland is pleased to offer these presentations. Views and opinions expressed by guests in these presentations are their own and do not necessarily reflect the position or policies of the Federation.

If you need assistance, you can find resources and referrals on our Access Jewish Cleveland website.

You can also contact Access Jewish Cleveland via email.

If you’d like to speak with someone on the phone please call:
216-292-INFO (4636)

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