May Luncheon: Partnership Tax “Hacks” (Simple Solutions to Client Conundrums)
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An entity taxed as a partnership (or disregarded entity) is the most flexible tax planning tool for practitioners, but with that flexibility comes complexity in the form of Subchapter K of the Code. This presentation will discuss partnership planning ideas that: (i) address common and identifiable client situations, (ii) are understandable, straightforward, and actionable; and (iii) provide superior results for clients.
About Our Speaker: Paul S. Lee
Paul is the Chief Tax Strategist for Northern Trust Wealth Management. In this role, he leads research and strategy development as it relates to tax issues and wealth planning. Paul specializes in advising and consulting with ultra-high-net-worth families and their businesses, with a focus on complex income, transfer, and international tax issues.
Prior to joining Northern Trust in 2015, Paul served as National Managing Director of Bernstein Global Wealth Management in New York. He began his career practicing law and became a partner in the Tax, Estate Planning and Wealth Protection Group at Smith, Gambrell & Russell, LLP in Atlanta.
He received his J.D. and LLM (Taxation) degrees, with honors, from Emory University School of Law, and B.A. degrees, cum laude, in English and Chemistry from Cornell University. Read more
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