ATRA-Math--Estate Planning After the American Taxpayer Relief Act of 2012

 

Matthew J. Teich, CFA, CFP with Bernstein Global Wealth Management presented to our group covering intricacies of ATRA and how we can help our clients evaluate estate planning and wealth transfer given the changes.   The presentation is available for download to members on the site.  We were sorry to miss Clare Golla, For questions, contact:

Clare G. Golla, CFP®

Vice President

Bernstein Global Wealth Management

227 West Monroe, Suite 5900

Chicago, IL  60606

email: clare.golla@bernstein.com

phone: 312-696-7899

fax: 312.696.7979CFP, who coordinated the presentation, but was unable to attend to present with Matt. 

 

Clare Golla, CFP® is a Financial Advisor with Bernstein Global Wealth Management, providing asset allocation and wealth planning advice for a range of high net worth individuals and families, and tax-exempt organizations, and other business entities. Prior to joining the firm, Clare directed the national institutional practice for a community development financial institution, building its presence in the local and national nonprofit and philanthropic marketplace. She earned her BA from Harvard University and her MA from the University of Chicago.

Clare draws from her unique and broad experience in leadership and advisory roles in and around the nonprofit and philanthropic community for frequent speaking engagements and volunteer activities. Recent involvement includes serving as a Director of the Board of the Harvard Club of Chicago, Co-Chair of the Associate Members Group for the Donors Forum, Vice President of the Board of the Community Foundation of Oak Park and River Forest, and as a member of the Advisory Board for the Gary Comer Youth Center.