Mathematical Finance Seminar

Increasing After-tax Returns in Wealth Management - Tax Optimization

Speaker: Eric Bronnenkant, Head of Tax, Betterment

Location: Warren Weaver Hall 1302

Date: Tuesday, October 22, 2019, 5:30 p.m.

Synopsis:

Increasing After-tax Returns in Wealth Management - Tax Optimization

 

Bio – Eric Bronnenkant, CPA, CFP

Eric joined Betterment in 2017 with a passion for tax strategy and a strong ability to recognize opportunities to increase after-tax returns. His 15+ years of experience include working for Ernst & Young, Fidelity, and as an Adjunct Tax Professor. Eric holds a Masters in Taxation from Seton Hall University and an MBA in Quantitative Finance from NYU. 

 

Published works - EY Tax Guide 2008-2013 and 2015-2017. 

 

Favorite tax quote – “Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes.” Judge Learned Hand