On June 6, 2018, Kim Stein, Partner, facilitated the Jewish Federation of Cleveland's ½-day Charitable Tax program which included eight speakers and 180 guests in attendance.
The Charitable Tax Seminar, organized by the Federation’s Professional Advisory Council, is designed for attorneys, accountants, and financial and insurance professionals who advise their clients on estate planning, tax, and charitable issues.
The range of topics for this year's Charitable Tax Seminar included technical tax topics, managing your practice, small firm transition talks, and other charitable tax-related issues.