Press Room

October 09, 2012

Vorsatz to Speak on Election Year Tax Planning

Tax anxiety grows with national election uncertainty and questions around the policies that will be implemented by the next President and Congress. Mark Vorsatz, Managing Director and CEO of WTASManaging Director and CEO of WTAS, Managing Director and CEO of WTAS, Managing Director and CEO of WTAS, will analyze the different scenarios and provide an overview of a range of income and transfer tax planning opportunities for affluent individuals and families.

Silicon Valley Community Foundation and University of San Francisco willl host this program. Vorsatz will address the status of potential legislation, the impact of the election, and possible changes that will be occurring over the next 18 months. He will cover planning strategies that should be pursued prior to the end of the year or prior to any tax changes along with specific techniques to optimize income and estate planning opportunities for affluent clients.

Election Year Tax Planning with Mark Vorsatz - What Will the Future Hold?

Date: Wednesday, October 24, 2012
Time: 11:30 A.M. to 1:30 P.M.
Location: The City Club of San Francisco
155 Sansome Street, 11th Floor
San Francisco, CA 94104

CE credit available for CPAs; CE credit (pending approval) for attorneys, CFPs and CTFAs. For more information about this event, please call 650.450.5517

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