47th Charitable Tax Seminar

Description

Opening Remarks:
- Lisa H. Michel, Vice President Wealth Advisory, Glenmede, and Chair, Professional Advisory Council
- Stephen L. Rudolph, President, HW Financial Advisors, Program Chair

Program:
Revealing Private Equity
Stewart Kohl, Co-CEO, The Riverside Company, Cleveland
Will Kay, Director, Fundraising and Investor Relations, The Riverside Company, Charlotte, North Carolina

The Living Discussion about Death
Nan Cohen, MBA, CFP, CEO, Creekside Financial Advisors, LLC

Finding New Value in Old Trusts: Planning Opportunities and Pitfalls
Kimberly E. Stein, Esq., Partner, Schneider Smeltz Spieth Bell, LLP

Washington Update – Legislative and Political Outlook (2019-2020 and Beyond)
Matthew F. Kadish, Esq., Shareholder, Kadish, Hinkel & Weibel, LPA

Lifestyle, Legacy and Philanthropy-Planning for the Future
Lisa H. Michel, CFTA, AEP, Vice President Wealth Advisory, Glenmede, Cleveland
David K. Plotts, Managing Director, Director of Wealth Planning, Glenmede, Philadelphia
Stephen L. Rudolph, MBA, CPA, AIF, President, HW Financial Advisors

Supporting Foundations, Donor Advised Funds and Private Foundations: Vehicles for Charitable Planning and Family Engagement
Ann Garson, Assistant Vice President, Funds and Foundations, Jewish Federation of Cleveland

The Inside Scoop on Property & Casualty Insurance
Michelle L. Hirsch, Senior Vice President, Brunswick Companies

Lunch Presentation – Building Cleveland’s Technology Future
Kenneth Clarke, Blockland Project Manager, JumpStart Inc.

7:30 am Registration & Continental Breakfast
8:00 am Program
12:30 – 1:15 pm Lunch and Guest Speaker
(kosher dietary laws observed)

*Cost: Early bird registration by May 13 is $95. Fee thereafter is $115. There is a $25 cancellation fee after May 31. Final day to register is May 28. SPACE IS LIMITED! Registration fee includes materials, certification, breakfast, and lunch.

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

Accreditation:
The Charitable Tax Seminar includes approximately 4.25 hours of presentations.
• The Jewish 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.

The Jewish Federation of Cleveland thanks the following sponsors for their generous support of the 47th Charitable Tax Seminar:
BakerHostetler and Skoda Minotti (Silver)
BNY Mellon, CIBC Private Wealth Management, Cohen & Co, Glenmede, Madison Commercial Real Estate, Schneider Smeltz Spieth Bell, LLP, and Sequoia Financial (Bronze)

Pre-registration is now closed, contact csebrasky@jcfcleve.org for more information.