Luncheon Meeting: Year End Tax Update

Date: Thursday, December 15, 2022
Time: 11:45am - 1:00pm
Location: Greater Cincinnati Foundation, 720 E Pete Rose Way, Suite 120, Cincinnati, OH, 45202
Speaker: Mark Gaudet & Emily Heidt Blumenfeld

REGISTRATION IS AT CAPACITY AT THIS TIME. 

PLEASE EMAIL US TO BE ADDED TO OUR WAITLIST: CINCYCOUNCIL@GMAIL.COM

Join us on Thursday, December 15th at 12:00 PM with Emily Heidt Blumenfeld, CPA and Mark Gaudet, CPA, CFP®, CAP® at the Greater Cincinnati Foundation office for their presentation, Year End Tax Update
 
Boxed lunches will be provided to all attendees.

We hope to see you there!
 
Board of Directors, Cincinnati Estate Planning Council
 
Event Details
 
Date:
Thurs., December 15, 2022
 
Time:
11:45 AM - Registration
12:00 PM - Program
1:00 PM - Adjourn
 
Cost:
Members - $15.00
Non-Member - $35.00
 
Location:
Greater Cincinnati Foundation
720 E. Pete Rose Way
Suite 120
Cincinnati, OH 45202
FREE PARKING!
 
Deadline to Register:
MONDAY, Dec. 12, 2022
Note: refunds will not be given for cancellations received after November 3rd.
 
APPROVED CEU Credits
 
CFP
CPA
KY Legal
OH Legal
 
PENDING CEU Credits
 
OH Insurance
 
 

2022-2023 Season Sponsor
We are proud to welcome the
Greater Cincinnati Foundation back as our season sponsor!
 
 

Thank you to our
Luncheon Sponsor!
 
 
About the Speakers
Emily Heidt Blumenfeld, CPA
Estate and Trust Services Team Leader, Tax Partner
MCM CPAs & Advisors
 
Emily leads MCM’s Estate, Trust and Gift Tax Planning Group, a division of MCM’s Tax Department. Emily has had extensive experience in estate, gift and trust tax compliance and consulting. She primarily works with multi-generational high net worth families to manage their tax compliance and estate planning needs. Emily is a leader within her community and her profession. She uses her skills and knowledge to teach internal and external courses in estate, gift, and trust taxation, as well as serving on boards for local organizations. She is an advocate for MCM and promoting the firm’s presence within the region as well as enhancing the firm with her technical expertise.
Mark Gaudet, CPA, CFP®, CAP®
Shareholder
Clark Schaefer Hackett Business Advisors
 
Mark Gaudet advises corporate executives, high-net-worth families and closely held businesses and their owners. Mark provides dependable assistance to clients related to income tax, transfer tax, philanthropic and succession planning matters.
 
Mark is a senior member of the firm’s Tax Committee, Personal Wealth Planning and Executive Assignment Groups. He is a member of Boomer Consulting’s Lean Circle, which is a select group of leaders from CPA firms across the U.S. that collaborate on best practices for continuous innovation inside the accounting industry.
 
In addition to his client service responsibilities, Mark is the Shareholder in Charge of the firm’s Cincinnati Tax Practice. In this role, he is responsible for strategic oversight of the firm’s Cincinnati tax professionals.
Prior to joining CSH in 2007, Mark spent seven years as a senior manager at a Big Four accounting firm, where he specialized in planning services for high-net-worth individuals and their families.

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