Bimonthly Meeting | September 2018

Bimonthly Membership Meeting

Wednesday, September 12, 2018, 7:30 am - 9:15 am
Highland Park Country Club
1201 Park Avenue, Highland Park, IL, 60035 | map
(847) 433-4000

• Speaker: Thomas J. Pauloski 
• Topic: Powers of Deduction: Tax-Saving Strategies Under the Legislation Formerly Known as the Tax Cuts and Jobs Act
• Doors open at 7:30 A.M. for a buffet breakfast and networking.
• Presentation Begins at 8:00 A.M., and adjournment will be by 9:15 A.M.
• To receive MCLE credit, please supply your ARDC number
• For CFP credit please provide your CFP ID

Overview of Presentation:
Recent legislation made significant changes to the tax laws affecting investors. Which strategies are likely to work best in the current tax and investment environment? Thomas J. Pauloski, National Managing Director of Wealth Strategies at Bernstein, will discuss challenges that investors currently face, review income tax minimization opportunities, provide perspectives on the newly added “qualified business income” deduction, examine charitable contribution strategies that are likely to maximize economic benefits to both charity and donor, and compare simple gifts to “leveraged” wealth transfer strategies. Tom will use case studies and sophisticated wealth forecasting software to highlight key issues.

Speaker Bios:

Thomas J. Pauloski is a National Managing Director of Wealth Strategies; he works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions. Tom was appointed a National Managing Director in 2009. Prior to joining the firm in 2005, he was a partner in the trusts and estates department at Winston & Strawn LLP in Chicago. Tom is on the faculty of the American Bankers Association National Trust and National Graduate Trust schools; he has also been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School. Tom earned a BS in environmental engineering from Northwestern University and a JD, magna cum laude, from Loyola University Chicago, where he served as editor-in-chief of the Loyola Law Journal. He retired as a commander from the US Naval Reserve in 2003, with 21 years of combined active duty and reserve service.