Complex Planning at the Intersection of Income and Transfer Taxes
Registration for this event is closed.
As the Federal Estate Tax exemption has increased dramatically over the recent years, the focus of estate planning has shifted from estate tax planning to income tax planning. This session will demonstrate the complexities of both the estate and income tax systems and will examine the intersection of the two. Attendees will leave the session with the ability to assess what gifting and wealth transfer techniques will most benefit the client.
Accepted for 1 CFP, 1 CPE and 1 CLE credit.
Thomas J. Pauloski is a National Managing Director of the Wealth Planning and Analysis Group of Bernstein Private Wealth Management. He works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions. Pauloski was appointed a National Managing Director in 2009. Prior to joining the firm in 2005, he was a partner in the trusts and estates department at Winston & Strawn LLP in Chicago. Pauloski is on the faculty of the American Bankers Association National Trust and National Graduate Trust schools; he has also been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School. Pauloski earned a BS in environmental engineering from Northwestern University and a JD, magna cum laude, from Loyola University Chicago, where he served as editor-in-chief of the Loyola Law Journal. He retired as a commander from the US Naval Reserve in 2003, with 21 years of combined active duty and reserve service.