During our 2017 year-end tax planning call, Michael Delgass, Managing Director, and Nicole Hart, Senior Vice President of Trusts & Estates, cover a number of important topics, including:

  • Income tax planning, specifically noting that this year so far has presented fewer opportunities for tax-loss harvesting than 2016
  • Retirement planning, including Required Minimum Distributions (RMDs), Roth IRA conversions, and the establishment of other qualified plans
  • Charitable giving strategies and donor-advised fund deadlines
  • Estate and gift tax planning

A recording of the call is below.


Nicole Hart, J.D.

Nicole Hart is head of our trusts & estates department and works in our New York office.