About Us

                    Kimberly Stein presented a Tax Update at the Estate Planning Council Westside Breakfast

                    Monday, January 29, 2018

                    Wednesday, January 24, 2018 - Kimberly Stein presented a tax update at the Estate Planning Council of Cleveland Westside Breakfast which was held at the LaCentre Conference & Banquet Facility, 25777 Detroit Rd, Westlake, OH.

                    In December 2017, President Trump signed H.R. 1, enacting a sweeping tax reform bill into law. The tax changes impacting individuals and fiduciaries are numerous and wide-ranging.

                    Click here to read the tax update

                    Awards & Recognition