Silicon Slopes Finance Chapter, Now CFO, and Nouri Host Tax Strategies Discussion

Silicon Slopes Finance Chapter, Now CFO, and Nouri are sponsoring a discussion on advanced tax strategies for founders, executives, and investors who are striving towards an exit. The event takes place on August 28, 2024 from noon to 1:30pm at Silicon Slopes Lehi Office, 2600 Executive Parkway, Suite 140, Lehi, UT 84043.

Two executives from Bernstein’s wealth strategies team—Tom Pauloski, Senior National Director of Institute for Trust and Estate Planning, and Ashley Velategui, National Director of Planning and Research—will present strategies to reducing income and transfer tax.

Tyler Gatherum, VP of Bernstein Private Wealth Management based in the firm's Salt Lake City office, will moderate the discussion.

Lunch will be served, starting at 11:30am. Networking will begin at 11:00am.

The event will cover the following topics:

The benefits of excluding taxable gain upon sale of qualified small business stock (QSBS), including opportunities to “stack” multiple $10 million exclusions
Diversification and tax deferral strategies, including exchange funds and charitable remainder unitrusts
Strategies to reduce Utah state income tax, notwithstanding recent changes to the Revenue and Taxation Code
Gift and estate tax saving strategies.

Thomas J. Pauloski is a National Managing Director of Wealth Strategies at Bernstein. Pauloski works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions. He is on the faculty of the American Bankers Association National Trust and National Graduate Trust schools and is a retired commander from the US Naval Reserve with 21 years of combined active duty and reserve service.

Ashley E. Velategui is a National Director of Planning Research in Bernstein’s Investment and Wealth Strategies Group and is based in the firm’s Seattle office. Velategui works closely with high net worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre transaction planning, multigenerational wealth transfer, philanthropy, diversification planning for holders of concentrated portfolios, and special needs planning. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst charter holder.

Tyler Gatherum is a vice president at Bernstein Private Wealth Management based in the firm's Salt Lake City office. Gatherum's practice focus is pre-transaction planning for M&A events. He works closely with founders and entrepreneurs through crucial milestones, leveraging Bernstein's analytical resources to advise on capital forecasting, tax and estate structures, and tailored investment solutions across public and private markets. Gatherum holds a bachelor's degree in Information Systems from the University of Utah and an MBA from Brigham Young University.