Tara Thompson Popernik, CFA, CFP®

Tara Thompson Popernik, CFA, CFP®

Director of Research—Wealth Strategies Group

14 Years at AB
14 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, Tara was a paralegal in the Capital Markets Group of Cadwalader, Wickersham & Taft. She earned a BA with honors in comparative literature from Dartmouth College. Tara is a Chartered Financial Analyst charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.

Offshore Fund Managers: Charitable Donations Can Reduce Tax on Long-Deferred Pay

Offshore Fund Managers: Charitable Donations Can Reduce Tax on Long-Deferred Pay

by Daniel Brunello, Andrea Ross, Tara Thompson Popernik

Managers of offshore hedge funds and offshore private equity funds may owe billions of dollars in tax this year on incentive and management fees they earned in years past. Various charitable strategies can reduce the income tax due as well as potential estate tax, but the managers need to act before the end of 2017.

Wealth Management


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Bookmarks
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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Bookmarks
Why Am I Paying High Capital Gains When Market Returns Are So Low?
Want to Boost the Tax Benefit of Charitable Gifts?
The Power of Tax-Deferred Growth
Investing Basics: Key Components for Your Portfolio
Get Smart About Education Savings
To Mortgage or Not to Mortgage? That Is the Question
Should I Pay Down My Debt?

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