May 2008

Blumenthal Shares Stage with Nobel Prize Winner Dr. William Sharpe

Mark Blumenthal spoke at the May 2008 Investment Management Consultants Association (IMCA) Spring Conference in New Orleans. Before an audience of over 1,200, Mark was honored to share the stage with Nobel Prize winner Dr. William Sharpe. Mark spoke on the link between taxes and investor behavior. He also explained the benefits for wealthy families of integrating their tax, investment, wealth transfer, charity and lifestyle strategies. Mark called this "connecting the dots" and stated that this is the benefit of a "family office approach."
 


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This publication is part of Blackman Kallick’s marketing of professional services, and is not written tax advice directed at the specific facts and circumstances of any person and/or entity. Contents of this publication are of a general nature, and you should not act on this information without obtaining professional advice from your business advisor that is appropriately tailored to your individual needs and circumstances. This written advice is not intended or written to be used, and cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code.