Kevin Matz, Esq., CPA, LLM (taxation), is a partner in the Private Clients, Trusts and Estates Department at the national law firm of ArentFox Schiff LLP, based in its New York City office, where he co-chairs its Family Office Group.  Kevin’s practice is principally devoted to domestic and international estate and tax planning, family office services, estate administration and related litigation. Kevin earned his BS in Accounting from Lehman College (CUNY), his JD from Fordham University School of Law (where he was a Notes & Articles Editor of the Fordham Law Review) and his LLM in Taxation from New York University School of Law. Kevin is currently President-elect of the NYCPA, and is a former chair of both its Estate Planning Committee and its Trust and Estate Administration Committee, the current chair of both the FAE Curriculum Committee and of the NYCPA Professional Liability Insurance Committee, and a past President of the FAE Board of Trustees.  In addition, Kevin is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”), in which connection he is a past Chair of ACTEC’s Business Planning Committee, the current Vice-Chair of its Washington Affairs Committee and a member of ACTEC’s Board of Regents. Kevin is also currently the Treasurer of the Trusts and Estates Law Section of the New York State Bar Association, and the past Chair of the UJA-Federation of New York’s Trusts and Estates Group (for which he was its Honoree at its 2023 Annual Event). Kevin may be contacted at 914-380-2140 or kevin.matz@afslaw.com.

Jacob Thiessen is a Senior Advisor in the Policy Division of the Financial Crimes Enforcement Network (FinCEN), a bureau of the U.S. Treasury Department. He has worked in the Policy Division since late 2020, focusing on rulemaking in connection with beneficial ownership information reporting. Mr. Thiessen is also an adjunct professor at the William & Mary Law School, teaching courses on anti-money laundering and financial sanctions. He came to FinCEN's Policy Division from the Treasury Department's Office of General Counsel, where he provided legal advice to FinCEN, the Office of Terrorist Finance and Financial Crimes, the Office of Foreign Assets Control, and the Office of Intelligence and Analysis. Mr. Thiessen began his legal career in private practice, advising financial institutions on federal consumer finance compliance issues. He has a J.D. (magna cum laude) from the Georgetown University Law Center. Mr. Thiessen also has a Ph.D. in history from the Johns Hopkins University and received a Fulbright Scholarship for study in the United Kingdom.