Tag: partners

Staff Presentations in February 2014

Peggy Ugent presents “The New 3.8% Tax on Net Investment Income—Ready or Not!” at the Winter Meeting of the Texas Association of Certified Public Accountants on February 7th.

Leslie Giordani presents a CLE webinar, “Private Placement Life Insurance: Income and Estate Tax Planning for Wealthy Families,” with Tom Bounty and Amy Jetel for the American Law Institute – American Bar Association Section of Real Property, Trust & Estate Law.

Steven Baker Joins GSRP

As we begin 2014, it is with pleasure that we at GSRP have added Steven D. Baker to our team of attorneys. Steven brings 15 years of estate planning and tax expertise to GSRP. He is both an attorney and CPA, and is Board Certified in Estate Planning and Probate.

Steven has extensive prior experience in both large and small firm environments providing quality, personalized estate planning, probate, and trust services to individuals and families, as well as counseling fiduciaries on a wide variety of trust and estate administration matters. He will primarily assist GSRP’s clients with domestic estate planning and tax matters, but will also support GSRP’s large family relationships in relation to their closely held business, complex trust administration, charitable foundation, and tax compliance needs. We welcome Steven and look forward to working with him.

Staff Presentations for October 2013

Leslie Giordani presents “Evaluating Private Placement Life Insurance In A High Investment Tax Environment” at the 39th Annual Notre Dame Tax & Estate Planning Institute conference. The conference took place at the University of Notre Dame.

Bob Chesner presents “Recent Trends in Private Placement Life Insurance for Affluent Families: Tax Free Investing in a Taxing Environment” at Callan Independent Adviser Group’s 2013 National Conference in Washington, D.C.