Addition by Subtraction - JOINT St. Paul & Minneapolis Dinner Meeting

Date: Tuesday, May 27, 2014
Time: 5:30pm - 8:00pm
Location: Crowne Plaza Northstar
Speaker: Thomas Pauloski, J.D.


Addition by Subtraction: Build Wealth for Tomorrow by Deferring Taxes Today
Speaker Thomas Pauloski, J.D.

Many clients will face higher tax bills as a result of the American Taxpayer Relief Act and the new Medicare surcharge. In a period when investment returns are likely to be muted, the new tax rates will cut into retirement savings. In this environment, your tax-management advice is more valuable than ever.

At our tax-management event, we’ll share our latest research on the following topics.

  • Charitable remainder trusts—the possibility of tax deferral may make a CRT worth considering for any client, not just the charitably minded
  • Private placement variable annuities—how to evaluate proposals your clients are getting for PPVA products
  • Hedging single-life pensions with life insurance - how to evaluate pension options and life insurance proposal
  • Cash Balance Plans - increasing the deferral possibility for professionals

Registration and Networking: 5:30 pm
Presentation Begins: 6:00 pm
Dinner Served: 7:00 pm
Presentation Ends: 8:00 pm

About Thomas Pauloski, J.D.

Thomas Pauloski is a National Managing Director in the Wealth Management Group of Bernstein Global Wealth Management, the research division of Bernstein’s Private Client Group. He works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions. Previously, Tom was a partner at the Chicago law firm of Winston & Strawn LLP, where he concentrated his practice in estate, tax, and business planning. Tom also has been a member of the Chicago law firm of Levin & Schreder, Ltd., a Vice President in the Private Client Group of Zurich Life in Long Grove, Illinois, and a partner at the Chicago law firm of Schiff Hardin & Waite.

Tom is a nationally known speaker on estate planning, tax, and insurance issues, and has written numerous articles and continuing legal education materials on estate planning topics. He serves on the faculty of the American Bankers Association National Trust and National Graduate Trust Schools, and has served on the adjunct faculty of the Cannon Financial Institute Schools. Tom has been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School. Tom also has served on the editorial board of Trusts & Estates magazine. He retired from the United States Naval Reserve in 2003, after 21 years of service.

Tom received his bachelor of science degree in environmental engineering from Northwestern University, and his juris doctor, magna cum laude, from Loyola University Chicago School of Law, where he served as editor-in-chief of the Loyola Law Journal.


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