Press Room

August 21, 2014

Graham & Thornson to Present at IPI’s Fall Forum

Since its founding in 1991, the Institute for Private Investors (IPI) has provided a safe harbor for families with substantial wealth to learn from each other and leading experts while fostering lifelong relationships with like-minded peers. In 2011, IPI was acquired by Campden Media, which serves ultra-affluent business-owning and financial families worldwide. Through its affiliation with Campden Wealth, IPI is the bridge from the U.S. to the private global community of ultra-affluent business-owning and financial families in Asia, Latin America, Europe and the Middle East.

IPI’s Fall Forum 2014, Rising to the Challenges of Today's Markets, will take place in San Francisco, CA on September 9th and 10th. Jason Graham and Ray Thornson will present, The Ever-Changing Goalposts of Tax Law, providing attendees with the latest need-to-know information on the U.S. tax landscape including implementing customized income tax and estate planning solutions; update on current tax matters; and positioning portfolios for tax optimization.

Jason Graham has over 15 years of experience in providing tax services. He performs engagements for high net worth family groups and individuals, involving income tax planning, research and compliance, estate planning and administration, family limited partnerships and trusts. He advises on qualified small business stock, stock option planning, equity compensation packages and charitable activities. Jason’s client base includes entrepreneurs, venture capitalists, business owners and founders/executives at early to late stage companies.

Ray Thornson has over 20 years of experience in tax practice working primarily with high net worth individuals and closely held businesses and advises on matters related to income tax planning and compliance, estate planning and charitable giving. Ray serves a variety of clients ranging from large family groups with family offices to entrepreneurs building their wealth. He also collaborates closely with clients’ attorneys and investment advisers to help clients optimize their financial and tax planning results.

September 9-10, 2014
San Francisco, CA

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