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Exclusive Briefing: Worst-Case Income Tax Scenario for California Residents

Intel Alumni Network

Tuesday, August 28, 2012 from 7:30 AM to 9:00 AM (PDT)

Exclusive Briefing: Worst-Case Income Tax Scenario for...

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Event Details

Strategies to reduce or defer impact on you from proposed income tax changes  
Tax Headache

The proposed California ballot initiative for November 2012 will raise sales and income tax in CA and pending expiration of Bush-era tax cuts could potentially result in dramatic increases in effective tax rates for California residents.  This could set up a worst-case scenario for some tax payers. 

IAN members and guests have a very special opportunity to learn all about the initiatives and get strategies to reduce or defer taxes from one of the top experts from Morgan Stanley. 


Topics will include:

  • Federal tax law changes
  • California tax law changes
  • QSB (Qualified Small Business) rules and potential for change
  • Carried interest rules and potential for change

Morning Line-up

7:30-8:15 a.m.  Refreshments and Networking
8:15-9:00 a.m.  Briefing followed by Q&A
Continental breakfast will be served 
Colleagues, friends and family are welcomed



Morgan Stanley & Co
2725 Sand Hill Road, Suite 100
Menlo Park, CA  94025

About the Speaker

Paul Stam is an Executive Director and Trusts and Estates Strategist in Morgan Stanley's Private Wealth Management department. He has been adjunct professor of Mulitnational Estate Planning for five years at Golden Gate University. Paul received his undergraduate degree from the University of California, Irvine; his Juris Doctor cum laude from Western State University College of Law, where he was Executive Editor of Western State's Law Review; his Master of Laws in Taxation with honors from Golden Gate University; and his Master of Science in Financial Planning from the College of Financial Planning. Paul is a frequent public speaker on estate and financial planning techniques.

Hosted By

IAN Silicon Valley Chapter wishes to thank Adrienne Radakovic (IAN Member), 2nd Vice President, Financial Advisor, Morgan Stanley Smith Barney and Grant Lee, Executive Director, Private Wealth Advisor, Morgan Stanley Private Wealth Management for arranging this program. 

Questions?  Barbara Drummer, Event Manager,


Have questions about Exclusive Briefing: Worst-Case Income Tax Scenario for California Residents? Contact Intel Alumni Network
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When & Where

Morgan Stanley & Co
2725 Sand Hill Road
Suite 100
Menlo Park, CA 94025

Tuesday, August 28, 2012 from 7:30 AM to 9:00 AM (PDT)

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Intel Alumni Network

Created to preserve and capitalize on the relationships and experience we developed while at Intel, our goal is encourage former Intel employees to meet, share, network and to make powerful connections that will help members succeed in their after-Intel careers, new business ventures, life adventures and to have more fun!  

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