Shows
Marc To MarketsThe Biden Tax Plan ExplainedSend us a textThe Biden administration has proposed sweeping legislation, which would create major changes to the tax code and impact current capital gains, corporate, and estate tax treatment. I'm joined by Bernstein's Director of Wealth Strategies Research Tara Thompson Popernik to make sense of the proposed changes. We discuss how to manage your portfolio in this environment, when the policy would go into effect, the likelihood that it passes, how business owners and investors with large unrealized gains should evaluate the impact, and strategies to keep more money in your pocket. With any qu...2021-06-1429 minMarc To MarketsPost Election & Year-End Tax PlanningSend us a textOn this episode we talk about year-end tax planning and how it is different in 2020 post-elections in the U.S. I am joined by Tara Popernik, the Director of Research in the Wealth Strategies Group at Bernstein. We cover: Proposed changes to the income, capital gains, and estate tax, who should do extra planning before year-end, and the likelihood of tax reform over the coming years. Any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The...2020-11-1821 minMarc To MarketsPlanning & Investment Opportunities In A Bear MarketSend us a textOn this episode I am joined by Tara Popernik, the Director of Research in the Wealth Strategies Group at Bernstein. This is an audio recording from a client webinar on April 27th. Some of the topics we cover include: Where the market is today and the forecast going forward, the top planning opportunities in a bear market (including IRAs, trusts, charitable giving, and estate planning), and investment opportunities across the risk spectrum ranging from cash, bonds, stocks, and distressed investments. With any questions or comments, or to discuss your own fin...2020-04-2744 minMarc To MarketsModeling Your Financial FutureSend us a textOn this episode we discuss the importance of financial modeling. People use everything from Excel, to simplistic Apps, to high end models. What are the pros and cons of these different models? How important is having a financial model and what is the right type of model for you? We discuss how a sophisticated modeling can be used for charitable and legacy planning, optimal trust management, and addressing large stock positions. I'm joined by Bernstein's Director of Research Tara Thompson Popernik. Any questions or comments, I can be reached at marc.penzine...2019-11-0120 minMarc To MarketsThe Trump Tax Plan: What It Is and What To DoSend us a textIn this edition (May 2017) of our podcast I talk with Tara Thompson Popernik, Bernstein Director of Research about the Trump Tax Plan. We cover the specifics of the proposal and planning issues you should consider in advance of the tax law change. The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this publication. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast, or opinion in...2017-05-2312 minMarc To MarketsEconomic Outlook 2016 and Best Planning Strategies For The Year AheadSend us a textIn this episode (January 2016) I sit down with CIO of Fixed Income at AllianceBernstein, Doug Peebles, and Director of Research-Wealth Management Group, Tara Thompson Popernik to discuss the outlook for the market and the best ways to prepare your investments. Doug reviews the economy from both a US and Global perspective and discusses the interest rate environment worldwide. Tara gives her best tips for being financial prepared for the new year from both a planning, income, and estate tax perspective.
The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates...2016-02-2521 min