Complex Planning at the Intersection of Income and Transfer Taxes - Don't Bring a Spork to a Knife Fight

Date: Thursday, November 19, 2015
Time: 5:15pm - 7:00pm
Location: Calhoun's on the River
Speaker: Thomas J. Pauloski, J.D.

Planning at the intersection of income and transfer taxation can be complicated. In this compendium of advanced wealth transfer case studies, Tom Pauloski, National Managing Director of Bernstein’s Wealth Planning and Analysis Group and a former estate planning attorney, will discuss the history of federal wealth transfer and income taxes, projected effect of inflation on applicable exclusion, funding GRATs with discounted assets, post-transaction planning, and basis shifting strategies in the current environment. Sophisticated wealth forecasting software will be used to illustrate key findings.


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