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Tax-wise Financial Planning – Strategies to Do Well while Doing Good

University School presents tax-wise financial planning conversations throughout the year featuring knowledgeable members of the US community. The focus is on providing planning techniques to help reduce taxes and prepare for the future. The webinars, which cover a wide range of topics, are followed by Q & A sessions. To access the recorded webinars, please click on the links below:

Tax-wise Financial Planning: April 27, 2021

Panelists:

  • Steve Terrell '75 (US parent '03) is the recently retired Managing Director, wealth management, financial advisor for investment firm Morgan Stanley.
  • Neil Waxman (US parent '06, '10) is the Managing Director of Capital Advisors, Ltd.
  • Karin Maloney Stifler is the co-founder of Walden Wealth Partners and has served on the institutional and private wealth sides of fiduciary financial services.
  • Lorie Hollington Smith (US parent '11) is the Associate Director of Advancement for University School.

Topics:

  • Planning for potentially higher income and estate tax rates in 2026.
  • Taking advantage of continued tax benefits remaining from the CARES Act.
  • Overcoming the "death of the stretch" for IRAs.
  • Strategizing to simultaneously benefit your heirs and support your favorite non-profit organizations.
  • Understanding philanthropy's role in tax-wise financial planning.

Tax-wise Financial Planning: November 12, 2020

Panelists:

  • David Fulton, Jr. '74 is the President and Chief Executive Officer of institutional and private wealth management firm, Clearstead.
  • Gregory Althans (US parent '09, '12), a CPA and Certified Financial Planner™, is the senior managing director and chief wealth strategist at Clearstead and is a co-leader of its Private Client Group.
  • Anthony Peebles '81 is the Director of Advancement & Corporate Relations for Case Western Reserve University.
  • Karin Maloney Stifler is the co-founder of Walden Wealth Partners and has served on the institutional and private wealth sides of fiduciary financial services.
  • Neil Waxman (US parent '06, '10) is the Managing Director of Capital Advisors, Ltd.

Topics:

  • Philanthropy's role in taxwise financial planning
  • Changes in recent tax laws to help you make appropriate decisions before year end
  • Highlights of the and SECURE Act and CARES Act, which expires on Dec. 31, 2020
  • Tax rate theories after the recent election
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