Tara Thompson Popernik, CFA, CFP®

Tara Thompson Popernik, CFA, CFP®

Director of Research—Wealth Planning and Analysis Group

13 Years at AB
13 Years of experience

Tara Thompson Popernik was named the Director of Research for the Wealth Planning and Analysis Group in 2011 and is responsible for leading research initiatives on investment planning and asset allocation issues facing high-net-worth families, family offices, and endowments and foundations. Previously, she was a wealth management specialist, and before that she was a senior investment planning analyst. Prior to joining the firm in 2003, Popernik was a paralegal in the Capital Markets Group of Cadwalader, Wickersham & Taft. She earned a BA with honors in comparative literature from Dartmouth College. Popernik is a Chartered Financial Analyst charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.

When the Target Is Moving, Flexibility Is Key
Year-End Tax Planning When Tax Code Appears to Be Poised for Change
The Facts of Life for Female Investors
Get Smart About Direct Charitable Giving
From Congress: An Early Christmas Present for the Charitably Inclined

From Congress: An Early Christmas Present for the Charitably Inclined

by Tara Thompson Popernik

Christmas came early for US taxpayers when Congress passed the Protecting Americans from Tax Hikes (PATH) Act of 2015 on December 18. The Act extended several expired tax provisions, some permanently, including qualified charitable IRA distributions. But other giving strategies may make some philanthropic taxpayers even merrier come tax time.

Philanthropy, Wealth Management

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