The “Fiscal Cliff” – Getting Ahead of Rising Taxes - By Adam Frank

Adam Frank is head of the J.P. Morgan Securities Wealth Management department, which focuses on strategic planning for individual clients, providing expertise in asset allocation, restricted and control stock and stock option management, retirement planning, generational planning strategies, cash management and other personal planning strategies.

Adam has extensive experience with sophisticated family business and succession planning, philanthropic planning, estate and gift tax management techniques, discounted gifting transactions, estate litigation, asset allocation, monetization and derivatives techniques, and the taxation and analysis of employee stock options... Financialpolicycouncil

For more details log on: http://www.financialpolicycouncil.org/EventDetails.aspx?id=21

Location: The Graduate Center / CUNY at 365 Fifth Avenue at The Elebash Recital Hall – On the main floor of the building and on the left as you enter into the main lobby -

Time:
Thursday, 15 November 2012, 6:00 - 9:00 pm