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Frank Graziano

US Personal Financial Services Leader
PwC
Frank is the leader of PwC’s US Personal Financial Services practice, and a tax partner in the Boston office. He has over 24 years of experience focusing on business assurance and taxation. Frank has been a trusted business advisor to many family enterprises in a broad range of industries, working extensively with corporate executives, high net worth individuals and their families. In his role, Frank specializes in various areas of tax – from S corporations, partnerships and trusts to foundations and individual taxes. He consults with clients on US, international, state and local taxation, mergers and acquisitions, due diligence analysis, tax reduction strategies, estate tax, individual tax, and family office planning. In addition to these services, he also has provided expert witness services.

SESSIONS

Breakout Session #1: Effectively Transitioning Your Legacy and Wealth Speaker

This session will focus on planning for potential tax and estate law changes, including reviewing wills, insurance policies and older trusts, effectively using the $11 million exclusion and how to think beyond the next generation in your estate and trust planning.