Dinner Meeting - Paul S. Lee - Tax Basis Management in the New Paradigm

Date: Tuesday, November 14, 2017
Time: 5:30pm - 7:30pm
Location: Woodfield Country Club
Speaker: Paul S. Lee

A special thanks to our dinner sponsor:

United Nursing Services



Paul S. Lee will present on

Putting It On and Taking It Off:

Tax Basis in the New Paradigm

(Below is a link to the presentation slides)


Paul is the Global Fiduciary Strategist, a Senior Vice President and Managing Director of The Northern Trust Company.  A frequent lecturer and panelist on investment, tax and estate planning, he has spoken at the Heckerling Institute on Estate Planning, ACTEC National Meeting, Southern Federal Tax Institute, USC Tax Institute, Southern California Tax & Estate Planning Forum, and the AICPA Advanced Estate Planning Conference among others. His articles have been published in numerous journals including The ACTEC Law Journal, Estate Planning Journal, Trusts & Estates, BNA Tax Management Memorandum, BNA Tax Management Estates, Gifts and Trusts Journal, and Estate Planning & Community Property Law Journal.  Below is a link to Paul's full bio.


*Each member is entitled to bring one (1) dinner guest for the 2017-2018 season free of charge.  Additional guests may attend for a $65 fee.  An individual may attend as a guest no more than two (2) times during the 2017-18 season.

Please choose an entree:

  1. Chicken Marsala
  2. Cashew Crusted Salmon
  3. Flat Iron Steak
  4. Spaghetti Squash Primavera


Related Document(s):

See Upcoming Event Calendar