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Matthew F. Kadish

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   Tax, Estate Planning, Business

    E-mail: mkadish@khwlaw.com

    Martindale-Hubbell Link

    Phone:  (216) 696-3030 Ext. 101

    Assistant:  Tina Hylton

 

 

Practice Areas:

  • Taxation
  • Estate Planning
  • Exempt Organizations
  • Business Law

Professional Experience:

  • Has represented individual and business clients in a wide variety of tax-related planning, including choice of entity, business succession, estate, charitable giving, exempt organizations, retirement planning and IRS controversy.
  • Has been named among the "Ohio Super Lawyers" since 2006 in the tax area.
  • The Best Lawyers in America in 2009 and 2010
  • Six years in private practice in Washington D.C. (1995-2001).  Additional practice areas included lobbying Congress and IRS and legislative monitoring for trade associations.
  • Four years in private practice in Honolulu, HI (1990-1994).
  • U.S. Tax Court - law clerk to Hon. Herbert L. Chabot (1988-1990).

Professional Memberships and Activities:

  • Fellow, American College of Trust and Estate Counsel (ACTEC).
  • Small Business Council of America (SBCA) - Board of Directors (2002-present).
  • SBCA - Vice-President of Legislation (2005-present).
  • Regular speaker and instructor at numerous seminars and institutes on tax-related matters nationwide, including speeches at annual meetings of Maryland, Ohio and Hawaii state CPA Societies, Federal Bar Associations, Cleveland Tax Institute, National Association of Women Accountants, National Association of State Farm Agents, National Tanker Truck Council and National Defined Contribution Council.
  • Admitted to practice:
    • Ohio
    • District of Columbia
    • Maryland
    • Hawaii
  • Bar Association Memberships:
    • American Bar Association (Tax, Real Property and Probate Sections)
    • Ohio Bar Association
    • Cleveland Bar Association (Tax and Estate Planning Sections)
    • District of Columbia Bar Association (Tax and Estate Planning Sections)
    • Hawaii State Bar Association (Tax Section: former head of Exempt Organizations Committee)
    • Member - J. Edgar Murdock U.S. Tax Court Inn of Court (1997-2001)

Publications:

  • “Selected Developments in Estate Planning - Fall 2007-2008,” Probate Law Journal (Sept./Oct. 2008).
  • “Federal Tax Developments,” Catalyst (Ohio Soc. of CPAs, January/February 2008).
  • “Paradise Lost - The Rise (and Further Rise) of MILTON (More Likely Than Not) Standard: Tax Positions, Preparer Penalties and Circular 230” - Representing the Professional and Closely Held Business: Tax, Corporate, Securities and Accounting Issues, SN067ALI-ABA 359 (ALI-ABA 2008).
  • “Federal Tax Developments,” Catalyst (Ohio Soc. of CPAs, January/February 2007).
  • “Federal Tax Reform:  Is there change on the horizon?” colloquy featured in the March/April 2006 issue of Catalyst (Ohio Soc. of CPAs) at pages 10-15.
  • “Listed Transactions and Tax Shelters” - Representing the Professional and Closely Held Business: Qualified Plans, Welfare Benefits and Tax Planning, SH078 ALI-ABA 91 (ALI-ABA 2003).
  • "S versus C - Tax Considerations in Corporate Choice of Entity," Vol. 2 No. 6 Business Entities 32 (RIA Nov./Dec. 2000)(with Brian J. O'Connor).
  • Author of regular column in DC Advocate, the quarterly newsletter of the National Defined Contribution Council (1995-1998).  The DC Advocate was distributed nationwide to members comprising 80% of the retirement plan service provider industry, including such companies as Morgan Stanley, J.P. Morgan/American Century, Chase Manhattan Bank, Merrill Lynch, Fidelity, CIGNA, Vanguard, Janus, and Watson Wyatt Worldwide.
  • "Congress Has Not 'Repealed' Human Nature (The Continuing Case for Estate Planning)" - Small Business Council website articles (September, 2001) - http://www.sbca.net/CongressHasNotRepealed.htm
  • "Lobbying for Nonprofits" - Hawaii Institute for Continuing Legal Education (HICLE) 1993.

Education:

  • New York University (LL.M. in Taxation, 1988)
  • Case Western Reserve University School of Law (J.D., cum laude, 1987)
  • Williams College (B.A., 1984)

Community Activities:

  • People International, Inc. http://www.peopleinternational.org
    • Involved annually since 1978
    • Member - Board of Directors
    • Former Publications Director
    • Cast Photographer
    • Mentoring youth in performance arts
    • Guitar and vocal performances

These materials have been prepared by Kadish, Hinkel & Weibel, A Legal Professional Association for informational purposes only and should not be relied upon as legal advice.  This information is not intended to create, and receipt of it does not constitute, an attorney-client relationship.  The content of any Internet e-mail sent to Kadish, Hinkel & Weibel, A Legal Professional Association or any of its lawyers at an e-mail address set forth in this website will not create an attorney-client relationship and will not be treated as confidential.  All uses of the contents of this site, other than personal uses, are prohibited.