Press Room

December 06, 2011

Vorsatz to Speak at IPI’s Winter Forum

February 15-16, 2012 — The Institute for Private Investors (IPI) provides innovative educational and networking resources to families with substantial assets and their advisors. IPI seeks to change the way investors work with advisors, and advisors work with investors, for the benefit of both. This year’s winter forum will be held in San Francisco and the theme is How Long Will This Roller Coaster Ride Last?

WTAS CEO, Mark Vorsatz, will lead a titled breakout session entitled, “Recent Developments and Potential Legislation: The Impact on Family Offices and Private Investors.” 2012 may be a watershed year for gift, estate and tax planning strategies. But there may be other wrinkles to come out of the debate over U.S. deficit reduction. Taxation and spending cuts will no doubt be hot topics as we go into the Presidential election. What do investors need to be aware of now?

Mark L. Vorsatz, is the current CEO of WTAS, where he works exclusively with individuals in the design and implementation of customized income tax and estate planning solutions. Mr. Vorsatz has over 29 years of experience in tax practice. Before joining WTAS, he was a Tax Partner with an international professional services firm. He also served for several years as Managing Partner and Tax Division Head of the firm. He is co-author of two treatises: Income Taxation of Fiduciaries and Beneficiaries and Tax Economics of Charitable Giving.

February 15-16, 2012
San Francisco, CA

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