What You Think You Know About the TCJA Sunset But Don't & Nutcracker Rehearsal
Date: Thursday, December 5, 2024
Time: 11:30am - 1:45pm
Location: Cincinnati Ballet
Speaker: Emily Blumenfeld, CPA & Diana Veid, CPA/ABV, CVA
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Join us Thursday, December 5th for a lunchtime discussion What You Think You Know About the TCJA Sunset But Don't.
After the presentation attendees will have the option to stay for watch the Cincinnati Ballet rehearsal for the upcoming performances of the Nutcracker!
BONUS: FREE Valet Parking provided.
We hope to see you there!
Board of Directors, Cincinnati Estate Planning Council
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Date:
Thurs., Dec. 5, 2024
Time:
11:15 AM - Registration
11:30 AM - Program
12:40 PM - End Program
12:45 -1:40PM - Rehearsal*
Cost:
Members - $15.00
Non-Member - $35.00
*Optional
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Location:
Cincinnati Ballet
1801 Gilbert Ave.
Cincinnati, OH 45202
Parking:
FREE VALET PARKING!
Deadline to Register:
MONDAY, DECEMBER 2ND
Note: refunds will not be given for cancellations received after the registration deadline.
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APPROVED CEU Credits*
CPA
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Pending CEU Credits
CFP
KY Legal
OH Insurance
OH Legal
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*Certificate of attendance available upon request if we do not file a credit you need.
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2024-2025 Season Sponsor
We are proud to welcome the
Greater Cincinnati Foundation back as our season sponsor!
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Thank You to our Lunch Sponsor!
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Emily H. Blumenfeld, CPA
Associate Tax Director
Dean Dorton
Emily is a seasoned tax professional with over 20 years of client experience. Emily has 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 Dean Dorton and promoting the firm’s presence within the region as well as enhancing the firm with her technical expertise.
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Diana L. Veid, CPA/ABV, CVA
Owner
Veid & Veid CPAs
Diana received her Bachelors in Accounting from the University of Dayton and Masters in Business Administration from Xavier University. She has over 35 years of experience. Prior to embarking on a career in public accounting she spent 6 years in industry working in the general accounting department of a local manufacturer. She worked for BKD, LLP (currently Forvis Mazars and formerly Aronowitz, Chaiken & Hardesty, LLP) and J.D. Cloud & Company, LLP (merged in with Clark, Shaefer & Hackett), large National and Local CPA firms located in Cincinnati, Ohio. She has been pleased with her choice to create a firm with her husband. Diana’s experience includes auditing and tax for small to medium sized companies, 401(k) plans and not-for-profits, as well as individual tax compliance for individuals focusing on middle income to high-net worth individuals. In addition, she has performed more than 280 business valuations and is a recognized expert in her field.
Diana is proud to serve on the Cincinnati Estate Planning Council Board and is a Past President. She also serves on two Finance Council Boards for both St. Vincent de Paul’s Church and Western Hills Country Club. A Fun Fact about her is that she served for more than 15 years as a Finance Officer in the United States Army Reserves.
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