Press Room

September 12, 2013

Vorsatz to Present Select Strategies for Income Tax and Estate Planning

Silicon Valley Community Foundation hosts educational opportunities for community members, prospective grantees and donors throughout the year. During October, they are joining with the University of San Francisco to host luncheon programs on sophisticated tax planning opportunities.

Mark Vorsatz, Managing Director and CEO of WTAS will discuss selected strategies that can combine income tax planning with estate planning considerations. The increase in the federal and California tax rates coupled with reductions in the benefit of itemized deductions requires reevaluation of investment strategies and income tax planning to maximize after tax returns.  In addition, there still is significant support for pursuing the Obama Administration’s proposal for limiting the benefit of certain deductions. 

The event takes place October 24, 2013 at The Fairmont in San Jose, CA. It costs $55 and lunch will be provided.

Mark Vorsatz is Managing Director and Co-Founder of WTAS and has served as the Chief Executive Officer since the firm's inception in 2002. Mark works exclusively with individuals in the design and implementation of customized income tax and estate planning solutions. His client base is limited to founders and/or substantial shareholders of public companies, owners of closely held businesses, and high net worth family groups. He focuses on preserving wealth for multi-generational families.

Mark has over 30 years of experience in tax practice. Before joining WTAS, he was a Tax Partner at Arthur Andersen from 1987 to 2002. Mark served on the firm-wide Family Wealth Planning Team from 1982 to 2002 and led the firm's Private Client Service Group in San Francisco. He also served as Managing Partner and Tax Division Head of Arthur Andersen's San Jose office from 1990 to 1994.

October 24, 2013
San Jose, CA

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