Addition by Subtraction: Maximizing Estates with Income Tax Planning

Thomas J. Pauloski
Bernstein Global Wealth Management
Chicago, IL
Thu, 12/04/2014 - 11:15am to 12:15pm

An examination of how to maximize after-tax portfolio income, considering charitable remainder trusts as a tax-deferral strategy, the parameters for accumulating or distributing trust income in a complex tax environment, and whether saving for retirement using pre-tax dollars is worth all the effort.