CONSUME & CONVERSE
with Ann Marie Liotta, CPA, & Casey Abbott
The next in our series of Consume and Converse events focuses on this underutilized—and misunderstood—tool of tax-efficient investment.
High tax-bracket individuals can be exposed to enormous tax liability when it comes time to pass along their assets. In some situations, private wealth can be taxed at a rate of 50% after state and federal income and capital gains taxes are assessed. One promising, but underutilized, solution to this problem is Private Placement Insurance. However, these products can be difficult to navigate, and they don’t make sense for every wealth holder.
Texas Financial Partners’ forthcoming Consume and Converse event will seek to educate participants on what Private Placement products are (and are not), their benefits and considerations, and when a client’s profile and goals make them an appropriate and useful strategy for wealth preservation.
Private Placement products have the potential to convert highly inefficient taxable assets into favorable tax-efficient investments, but only in the hands of a knowledgeable professional. The objective of this course is to explain what these products are, demystify how they work, and provide advisors the tools to start the dialogue around this tax-efficient wealth solution. In order to do so, we’ve brought in two of the field’s best experts on the topic.
Ann Marie Liotta
Ann Marie Liotta specializes in domestic wealth planning and tax strategy. She brings with her 20 years’ experience at New York-based financial businesses, as well as regional Philadelphia accounting firms. In 2016 she joined Philadelphia’s Lombard International as the U.S. Director of Wealth Structuring Services, in which she assists clients with incorporating Private Placement solutions to new and existing wealth plans. Ann Marie graduated Magna Cum Laude from Rutgers College School of Business and holds CPA licenses in New York, New Jersey, and Pennsylvania. She is also an elected official who sits on the Board of Education in Moorestown, New Jersey.
Casey has spent 12 of his 15 years in the insurance industry as a specialist in the Private Placement and Fee-Based areas of the field. Prior to joining Lombard International, he spent six years with TIAA helping launch their RIA insurance product, and five years handling Private Placement products with AIG. He earned his BBA from St. Mary’s University in Texas, and holds FINRA 6, 22, 62, and 63 licenses, as well as multiple state insurance licenses.
January 29, 2019
11:30 a.m. – 1:00 p.m.
San Antonio Country Club
4100 N. New Braunfels Avenue
San Antonio, TX 78209