RESOURCES

This webcast recording gives an overview of the new Washington State Capital Gains tax which was recently upheld by the Washington State Supreme Court and its implications for taxpayers. Speaker Biographies: Pat Riley, CPA Pat is a tax partner in the Seattle office and has over 30 years of public accounting experience. He focuses on tax planning and compliance services for high-net-worth individuals and their families. His clients have included individuals building their wealth, as well as families with established wealth. Pat has extensive experience helping clients with multinational issues, including the U.S. impacts of being a grantor or beneficiary of a non-U.S. trust, and estate planning where one or both individuals are not U.S. citizens. Prior to joining BDO, Pat was a partner and a Pacific Northwest practice leader for a Big Four firm. Trevor Cobb, CFP Trevor Cobb has been an advisor to executives, entrepreneurs, founders, and their families on wealth management for over 15 years. Prior to founding Avantia, Trevor was with Goldman Sachs. He received his BS in history from West Point and his MBA from the University of Washington Foster School of Business. He also completed course work at the Swiss Banking Institute, Zürich, Switzerland and has earned the Certified Financial Planner Designation. He is a decorated veteran, having been awarded the Bronze Star Medal, and a graduate of the US Army Ranger Course.

Avantia CEO, Trevor Cobb hosted Robert Kron, CFP to discuss the current state of Social Security and best practices to get the most out of the benefit. Speaker Biographies: Robert Kron has been in the financial services industry since 1990, focused primarily on advisor education. Rob has been featured in the media for his perspectives on financial planning and Social Security. He has appeared on CNBC, Fox Business, Bloomberg, and AdvisorTV. Additionally, he has been quoted in a variety of national publications, including the Wall Street Journal and USA Today. Areas of expertise: Incorporating Social Security into portfolio planning; Retirement income planning. Trevor Cobb has been an advisor to executives, entrepreneurs, founders, and their families on wealth management for over 15 years. Prior to founding Avantia, Trevor was with Goldman Sachs. He received his BS in history from West Point and his MBA from the University of Washington Foster School of Business. He also completed course work at the Swiss Banking Institute, Zürich, Switzerland. ​He is a decorated veteran, having been awarded the Bronze Star Medal, and a graduate of the US Army Ranger Course.

Learn from Industry veteran and Neuberger Berman portfolio manager, Rory Ewing, how underwriting risks in equity markets can provide superior risk-adjusted returns to your portfolio.