We will have two leaders from Bernstein’s wealth strategies team—Tom Pauloski, Senior National Director of Institute for Trust and Estate Planning, and Ashley Velategui, National Director of Planning and Research providing key strategies to reducing income and transfer tax. Among other topics, the presentation will cover:

• The benefits of excluding taxable gain upon sale of qualified small business stock (QSBS), including opportunities to “stack” multiple $10 million exclusions; 

• Diversification and tax deferral strategies, including exchange funds and charitable remainder unitrusts;

• Strategies to reduce California state income tax, notwithstanding recent changes to the Revenue and Taxation Code;

• Gift and estate tax saving strategies.