Frank Graziano
US Personal Financial Services Leader
PwC
Frank is the leader of PwC’s US Personal Financial Services practice, and a tax partner in the Boston office. He has over 24 years of experience focusing on business assurance and taxation. Frank has been a trusted business advisor to many family enterprises in a broad range of industries, working extensively with corporate executives, high net worth individuals and their families. In his role, Frank specializes in various areas of tax – from S corporations, partnerships and trusts to foundations and individual taxes. He consults with clients on US, international, state and local taxation, mergers and acquisitions, due diligence analysis, tax reduction strategies, estate tax, individual tax, and family office planning. In addition to these services, he also has provided expert witness services.
SESSIONS
Breakout # 7: Tax Planning–Will You Need to ‘Reverse’ Plan? – Speaker
Tax Planning–Will You Need to ‘Reverse’ Plan? What you should consider for you and your business when it comes to year-end planning. This session will cover what you should be doing around year-end planning for you and your business given the discussion in Washington, DC over the past year.
Topics will include a summary of the tax proposals, triggers you need to prepare for at both the business and individual level, what you can do after December 31 (accounting methods, prepaid expenses, etc), estate and gift tax and life insurance review (spousal access lifetime trust, SLAT, ILITS, Private Placement Life Insurance) .