Fiscal Cliff: Durable Planning Strategies (D) Gift Tax Return Preparation (W)
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Thomas J. Pauloski is a National Managing Director in the Wealth Management Group of Bernstein Global Wealth Management, the research division of Bernstein’s Private Client Group. He works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions. Previously, Tom was a partner at the Chicago law firm of Winston & Strawn LLP, where he concentrated his practice in estate, tax, and business planning. Tom also has been a member of the Chicago law firm of Levin & Schreder, Ltd., a Vice President in the Private Client Group of Zurich Life in Long Grove, Illinois, and a partner at the Chicago law firm of Schiff Hardin & Waite.
Tom is a nationally known speaker on estate planning, tax, and insurance issues, and has written numerous articles and continuing legal education materials on estate planning topics. He serves on the faculty of the American Bankers Association National Trust and National Graduate Trust Schools, and has served on the adjunct faculty of the Cannon Financial Institute Schools. Tom has been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School. Tom also has served on the editorial board of Trusts & Estates magazine. He retired from the United States Naval Reserve in 2003, after 21 years of service.
Tom received his bachelor of science degree in environmental engineering from Northwestern University, and his juris doctor, magna cum laude, from Loyola University Chicago School of Law, where he served as editor-in-chief of the Loyola Law Journal.
Tom and his wife of 27 years, Barb, reside in Highland Park, Illinois, with their children, Kathie and Mike.
Marcell Hetenyi is a CPA and a Certified Tax Resolution Specialist with a Masters degree in Forensic Accounting. He specializes in IRS controversy and tax problem resolution, estate and trust accounting, as well as U.S. and International Taxation and Tax Planning. His Miami based practice also includes extensive individual and corporate tax preparation, planning, and business consulting.
Marcell has Bachelor degrees (cum laude) in Finance and Management Information Systems from Florida State University. The background provided by his undergraduate studies and his work experience gives him a great advantage is today’s computerized world and the financial knowledge necessary to understand the various tools and techniques of financial planning and international as well as domestic taxation. Marcell has almost 10 years of diverse tax experience including all aspects of taxation and IRS procedural matters.
