The War on Tax Inefficiency: Advanced Weaponry (Loss Harvesting, Deferral, Turnover, & Municipal Bonds)
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Part 5 of 6 in our First Wednesdays: The Wealth Management Excellence Series.
“Nothing is certain except death and taxes” – Benjamin Franklin
Every year investors must contend with income taxes, but if that weren’t enough, even in death, fortunate investors must manage another tax – the estate tax. Taxes impact every aspect of the work of an Advisor. And while there is no escaping the tax man, there are numerous strategies to reduce or minimize an investor’s tax burden. Deferral options, the structure chosen for investments, asset location, tax loss harvesting, and estate tax planning strategies will be among the topics of discussion explored by our panelists to reduce taxes. Every advisor must be aware of these techniques and incorporate them appropriately to maximize the after-tax returns of clients.
Paul Bouchey, CFA | Paul Bouchey leads Parametric’s Investment, Research and Strategy activities. He is responsible for setting the overall research agenda and new product development. Prior to joining Parametric in 2006, Paul was a senior researcher at Russell Investment Group, where he focused on simulation, optimization, and quantitative decision models for institutional and private clients. He holds a patent on cross-sectional volatility indexing and has authored more than 10 academic and practitioner articles in journals such as The Journal of Portfolio Management, The Journal of Wealth Management, and The Journal of Index Investing. Paul earned a B.A. in Mathematics and Physics from Whitman College and an M.S. in Computational Finance and Risk Management from the University of Washington. He holds the Chartered Financial Analyst designation. Back To Top ^^
Bruce Givner, Esq. | Bruce Givner of Givner & Kaye, A Professional Corporation is a SuperLawyer who has had a Martindale-Hubbell AV preeminent 5.0 out of 5 peer review rating for 34 years. He is a graduate of UCLA, Columbia Law School and NYU's LL.M (Tax) program. He has been practicing tax law for almost four decades, in income tax planning, estate tax planning, sophisticated retirement plans, asset protection planning, charitable planning, capital gain planning, tax litigation, and the representation of high net worth and high income families, individuals and their closely held corporations. He is the author or co-author of over 100 professional articles and books. Back To Top ^^
Jennifer M. Honey, J.D., LL.M. | Jennifer Honey was an associate for the law firm of Reish & Luftman as well as a consultant for the Family Wealth Planning Group of the Los Angeles office of Arthur Andersen prior to beginning her own law practice. Ms. Honey is recognized by the California State Bar as a certified specialist in the field of Estate Planning, Trust and Probate. Ms. Honey has served as a tax and estate planning advisor for several of Los Angeles’ largest private foundations as well as high net worth individuals, families, estates, and family businesses, including the Getty and Keck estates. Ms. Honey’s experience includes estate, tax and charitable planning; creation of private foundations; trust planning; family business succession planning; creating and advising family limited partnerships and limited liability companies; post-mortem planning; planning with qualified plan assets; life insurance tax planning; and administration of probates, trusts and estates.
Ms. Honey is admitted to practice before the United States Tax Court and is a member of the Estate and Gift Taxation and Estate Planning, Trust and Probate Law Sections of the State Bar of California. Ms. Honey is also a member of the Estate Counselors Forum, South Bay Bar Association and the South Bay Legal Consortium. Ms. Honey is an adjunct professor for Loyola Law School’s LLM program, as well as for the University of California at Los Angeles, teaching estate planning.
Ms. Honey is a graduate of the University of Southern California and received her Juris Doctorate from University of the Pacific, McGeorge School of Law. Ms. Honey received a Masters of Law degree in Estate Planning and Estate and Gift Taxation from the University of Miami Law School in 1996, where she served as chairperson for the Volunteer Income Tax Assistance Program. Publications and Presentations
Ms. Honey has published numerous estate planning articles, including “A Look at the Qualified Personal Residence Trust in 1999″” published by the Journal of Accountancy. Ms. Honey has taught estate planning at Santa Monica College. Ms. Honey is a frequent public speaker and has given numerous presentations to various professional organizations, including the American Institute of Certified Public Accountants, Salomon Smith Barney, Morgan Stanley, Charles Schwab, Arthur Andersen and Miami Law School. Back To Top ^^
Kurt Van Kuller, CFA | Kurt Van Kuller is Managing Director at MUFG Union Bank, responsible for overseeing the Public Finance portfolio, one of the largest banks in the world. He was previously at Merrill Lynch for 16 years, where he was Manager of Municipal Credit Research, and also headed municipal research at prominent regional firms. He is a broadly experienced Public Finance professional, with success in institutional sales and as a portfolio manager. Kurt is a frequent industry speaker and author.
Kurt has received more First Team awards from Institutional Investor and other industry polls as a premier municipal bond analyst than anyone ever has in the municipal market. In 1999, he received the Award of Excellence from the National Federation of Municipal Analysts. He has broken new ground in the analysis of many high yield sectors of municipals, and in expanding markets for municipal bonds. He has been a CFA since 1995, and has an MBA from State University of NY at Albany. Back To Top ^^
“Nothing is certain except death and taxes” – Benjamin Franklin
Every year investors must contend with income taxes, but if that weren’t enough, even in death, fortunate investors must manage another tax – the estate tax. Taxes impact every aspect of the work of an Advisor. And while there is no escaping the tax man, there are numerous strategies to reduce or minimize an investor’s tax burden. Deferral options, the structure chosen for investments, asset location, tax loss harvesting, and estate tax planning strategies will be among the topics of discussion explored by our panelists to reduce taxes. Every advisor must be aware of these techniques and incorporate them appropriately to maximize the after-tax returns of clients.
Paul Bouchey, CFA | Paul Bouchey leads Parametric’s Investment, Research and Strategy activities. He is responsible for setting the overall research agenda and new product development. Prior to joining Parametric in 2006, Paul was a senior researcher at Russell Investment Group, where he focused on simulation, optimization, and quantitative decision models for institutional and private clients. He holds a patent on cross-sectional volatility indexing and has authored more than 10 academic and practitioner articles in journals such as The Journal of Portfolio Management, The Journal of Wealth Management, and The Journal of Index Investing. Paul earned a B.A. in Mathematics and Physics from Whitman College and an M.S. in Computational Finance and Risk Management from the University of Washington. He holds the Chartered Financial Analyst designation. Back To Top ^^Bruce Givner, Esq. | Bruce Givner of Givner & Kaye, A Professional Corporation is a SuperLawyer who has had a Martindale-Hubbell AV preeminent 5.0 out of 5 peer review rating for 34 years. He is a graduate of UCLA, Columbia Law School and NYU's LL.M (Tax) program. He has been practicing tax law for almost four decades, in income tax planning, estate tax planning, sophisticated retirement plans, asset protection planning, charitable planning, capital gain planning, tax litigation, and the representation of high net worth and high income families, individuals and their closely held corporations. He is the author or co-author of over 100 professional articles and books. Back To Top ^^Jennifer M. Honey, J.D., LL.M. | Jennifer Honey was an associate for the law firm of Reish & Luftman as well as a consultant for the Family Wealth Planning Group of the Los Angeles office of Arthur Andersen prior to beginning her own law practice. Ms. Honey is recognized by the California State Bar as a certified specialist in the field of Estate Planning, Trust and Probate. Ms. Honey has served as a tax and estate planning advisor for several of Los Angeles’ largest private foundations as well as high net worth individuals, families, estates, and family businesses, including the Getty and Keck estates. Ms. Honey’s experience includes estate, tax and charitable planning; creation of private foundations; trust planning; family business succession planning; creating and advising family limited partnerships and limited liability companies; post-mortem planning; planning with qualified plan assets; life insurance tax planning; and administration of probates, trusts and estates.Ms. Honey is admitted to practice before the United States Tax Court and is a member of the Estate and Gift Taxation and Estate Planning, Trust and Probate Law Sections of the State Bar of California. Ms. Honey is also a member of the Estate Counselors Forum, South Bay Bar Association and the South Bay Legal Consortium. Ms. Honey is an adjunct professor for Loyola Law School’s LLM program, as well as for the University of California at Los Angeles, teaching estate planning.
Ms. Honey is a graduate of the University of Southern California and received her Juris Doctorate from University of the Pacific, McGeorge School of Law. Ms. Honey received a Masters of Law degree in Estate Planning and Estate and Gift Taxation from the University of Miami Law School in 1996, where she served as chairperson for the Volunteer Income Tax Assistance Program. Publications and Presentations
Ms. Honey has published numerous estate planning articles, including “A Look at the Qualified Personal Residence Trust in 1999″” published by the Journal of Accountancy. Ms. Honey has taught estate planning at Santa Monica College. Ms. Honey is a frequent public speaker and has given numerous presentations to various professional organizations, including the American Institute of Certified Public Accountants, Salomon Smith Barney, Morgan Stanley, Charles Schwab, Arthur Andersen and Miami Law School. Back To Top ^^
Kurt Van Kuller, CFA | Kurt Van Kuller is Managing Director at MUFG Union Bank, responsible for overseeing the Public Finance portfolio, one of the largest banks in the world. He was previously at Merrill Lynch for 16 years, where he was Manager of Municipal Credit Research, and also headed municipal research at prominent regional firms. He is a broadly experienced Public Finance professional, with success in institutional sales and as a portfolio manager. Kurt is a frequent industry speaker and author.Kurt has received more First Team awards from Institutional Investor and other industry polls as a premier municipal bond analyst than anyone ever has in the municipal market. In 1999, he received the Award of Excellence from the National Federation of Municipal Analysts. He has broken new ground in the analysis of many high yield sectors of municipals, and in expanding markets for municipal bonds. He has been a CFA since 1995, and has an MBA from State University of NY at Albany. Back To Top ^^
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Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Series Chairs:
Yves-Marc Courtines, CFA and Thomas Mahoney, CFA, CAIA
Yves-Marc Courtines, CFA and Thomas Mahoney, CFA, CAIA
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1.5 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
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