Andrea Kushner Ross

Andrea Kushner Ross

Director—Wealth Strategies Group

Andrea Kushner Ross is a Senior Vice President and Director of the Wealth Strategies Group and is located in Bernstein’s Los Angeles office. She works with Bernstein clients and their professional advisors to develop comprehensive wealth management and wealth transfer strategies. Before joining the firm in 2015, Andi was a shareholder at Weinstock Manion, ALC, and a partner at Karlin & Peebles LLP, advising high-net-worth clients on estate, tax and charitable planning. She is a member of the State Bar of California, by which she has been certified as a specialist in both taxation law and estate planning, trust and probate law. Andi was named a Southern California Rising Star and a Super Lawyer by Super Lawyers Magazine. She currently serves on the executive committee (trusts and estates section) of the Beverly Hills Bar Association and is a member of both the taxation and trusts and estates sections of the Los Angeles County Bar Association. She has also served on the executive committee (taxation section) of the State Bar of California and was a former chair of the taxation section of the Beverly Hills Bar Association. Andi holds a BA (cum laude) in political science from the University of California at Los Angeles; a JD from the University of Southern California at Los Angeles; and an LLM in taxation law from Loyola Law School of Los Angeles.

Qualifying for the QSBS Exclusion
Second Act for Qualified Small Business Stock?
Dealing with Financial Implications of Divorce
Look Before You Leap onto a Non-Profit Board

Look Before You Leap onto a Non-Profit Board

by Andrea Ross, Anne Bucciarelli

If you’re wealthy and charitably inclined, you’re likely to be asked to join a nonprofit organization’s board at some point. Serving on a board may be a wonderful experience and give you an opportunity to do much good, but it’s a big commitment—and it may pose legal and ethical issues. We suggest you ask yourself and the organization several key questions.

Philanthropy, Wealth Management


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Offshore Fund Managers: Charitable Donations Can Reduce Tax on Long-Deferred Pay

Offshore Fund Managers: Charitable Donations Can Reduce Tax on Long-Deferred Pay

by Daniel Brunello, Andrea Ross, Tara Thompson Popernik

Managers of offshore hedge funds and offshore private equity funds may owe billions of dollars in tax this year on incentive and management fees they earned in years past. Various charitable strategies can reduce the income tax due as well as potential estate tax, but the managers need to act before the end of 2017.

Wealth Management


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A Checklist for the Newly Divorced

A Checklist for the Newly Divorced

by Andrea Ross

Divorce can be a long and painful process. When the papers are finally signed, you may feel like breaking out the champagne—or hiding your misery in bed. But pretty quickly, you’ll have to turn to practical and financial matters. Here’s a checklist to guide you, as you set yourself up to be financially separate.

Wealth Planning


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Despite Changes, ABLE Accounts Still Fall Short

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