This session will feature members of the UBS Advanced Planning Group, joined by Nancy Dollar, Partner at Hanson Bridgett LLP, and will cover key income tax and wealth transfer considerations relevant to sophisticated business owners.
Speakers
Ann Bjerke, Head of the UBS Advanced Planning Group
Alan Azar, Tax Efficiency Planning Strategist, UBS Tax Efficiency Group
Casey Verst, Senior Wealth Strategist, UBS Advanced Planning Group
Nancy Dollar, Partner, Hanson Bridgett LLP
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07 May , 20261:00 PM - 2:00 PM Eastern |
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Join us on Friday, 1 May, as Solita Marcelli, Global Head of Investment Management, UBS GWM, and Mark Axelowitz, Managing Director and UBS Private Wealth Advisor, host a special fireside chat on the outlook for global markets, the economy, and value investing with Bill Ackman, Founder and CEO of Pershing Square Capital Management, and Ryan Israel, Chief Investment Officer at Pershing Square Capital Management. Bill and Ryan also serve as Executive Chairman of the Board and Chief Investment Officer, respectively, of Howard Hughes Holdings.
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01 May , 20261:00 PM - 2:00 PM Eastern |
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On Tuesday, 21 April at 11:00 a.m. ET, join our upcoming livestream where CIO analysts from around the world share insights on the latest developments, including the Iran conflict. Add to your calendar, invite clients, and join live.
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21 April , 202611:00 AM - 12:00 PM Eastern |
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