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DTSTART:20221215T164500Z
DTEND:20221215T180000Z
LOCATION:Greater Cincinnati Foundation, 720 E Pete Rose Way, Suite 120, Cincinnati, OH, 45202
UID:2327620221215T164500ZLuncheon Meeting: Year End Tax Update
DTSTAMP:20260604T120411Z
DESCRIPTION:\n \nREGISTRATION IS AT CAPACITY AT THIS TIME. \n \nPLEASE EMAIL US TO BE ADDED TO OUR WAITLIST: [CINCYCOUNCIL@GMAIL.COM](mailto:CINCYCOUNCIL@GMAIL.COM?subject=Dec.%2015th%20Waitlist%20Request)\n  \n       \n         \n  \nJoin 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 \n \n  \nBoxed lunches will be provided to all attendees. \nï»¿ \nWe hope to see you there! \n  \nBoard of Directors, Cincinnati Estate Planning Council      \n  \n  \n \nEvent Details      \n \n   \n  \nDate: \n \nThurs., December 15, 2022 \n  \nTime: \n11:45 AM - Registration \n12:00 PM - Program \n1:00 PM - Adjourn \n  \nCost: \nMembers - $15.00 \nNon-Member - $35.00      \n \n   \n  \nLocation: \n \nGreater Cincinnati Foundation \n720 E. Pete Rose Way \nSuite 120 \nCincinnati, OH 45202 \nFREE PARKING! \n  \nDeadline to Register: \nMONDAY, Dec. 12, 2022 \nNote: refunds will not be given for cancellations received after November 3rd.      \n  \n  \n \nAPPROVED CEU Credits \n  \nCFP\n CPA \nKY Legal\n OH Insurance \nOH Legal      \n \n   \n  \n  \n \nï»¿ \nï»¿2022-2023 Season Sponsor \nWe are proud to welcome the \nï»¿Greater Cincinnati Foundation back as our season sponsor!      \n  \n[](https://www.gcfdn.org/)     \n \n   \n  \n[](https://www.gcfdn.org/)   \n       \n  \n  \n \nï»¿ \nï»¿Thank you to our \nLuncheon Sponsor! \n          \n  \n  \n \nAbout the Speakers    \n  \n  \n      \n \nEmily Heidt Blumenfeld, CPA \nEstate and Trust Services Team Leader, Tax Partner \nMCM CPAs & Advisors \n  \nEmily 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. \n[Read Full Bio](https://mcmcpa.com/people/emily-heidt/)    \n  \n   \n     \n \nMark Gaudet, CPA, CFP®, CAP® \nShareholder \nClark Schaefer Hackett Business Advisors \n  \nMark 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. \n  \nMark 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. \n  \nIn 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. \nPrior 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. \n[Read Full Bio](https://www.cshco.com/professionals/mark-h-gaudet-cpa-cfp/)
SUMMARY:Luncheon Meeting: Year End Tax Update - Cincinnati Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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