Complex Planning at the Intersection of Income and Transfer Taxes - Don't Bring a Spork to a Knife Fight
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.
- November 2015 Meeting Announcement
- Complex Planning at the Intersection of Income and Transfer Taxes
- Thomas J. Pauloski Bio