Partner

Finance

We will have two leaders from Bernstein’s wealth strategies team—<a target="_blank" rel="noopener noreferrer nofollow" class="text-blue-400 underline" href="https://www.alliancebernstein.com/biographies/01_biographies/pauloski_thomas.bio.htm?">Tom Pauloski</a>, Senior National Director of Institute for Trust and Estate Planning, and <a target="_blank" rel="noopener noreferrer nofollow" class="text-blue-400 underline" href="https://www.bernstein.com/our-team/locations/seattle/ashley-velategui.html">Ashley Velategui</a>, National Director of Planning and Research providing key strategies to reducing income and transfer tax. Among other topics, the presentation will cover:<ul><li>The benefits of excluding taxable gain upon sale of qualified small business stock (QSBS), including opportunities to “stack” multiple $10 million exclusions;&nbsp;</li><li>Diversification and tax deferral strategies, including exchange funds and charitable remainder unitrusts;</li><li>Strategies to reduce California state income tax, notwithstanding recent changes to the Revenue and Taxation Code;</li><li>Gift and estate tax saving strategies.</li></ul>

Advanced Tax Strategies for Founders

You are invited to join an insightful discussion on advanced tax strategies for founders, executives and investors who are striving towards an exit.  