Tara Thompson Popernik, CFA, CFP®

Tara Thompson Popernik, CFA, CFP®

Director of Research—Wealth Strategies Group

15 Years at AB
15 Years of experience

Tara Thompson Popernik was named the Director of Research for the Wealth Strategies Group in 2011 and is responsible for leading research initiatives on investment planning and asset allocation issues facing high-net-worth families, family offices, and endowments and foundations. Previously, she was a wealth management specialist, and before that she was a senior investment planning analyst. Prior to joining the firm in 2003, Tara was a paralegal in the Capital Markets Group of Cadwalader, Wickersham & Taft. She earned a BA with honors in comparative literature from Dartmouth College. Tara is a Chartered Financial Analyst charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.

Learn About Investing—You Can’t Afford Not To
Five Tax Questions to Ask at Year-End
Budgeting Boot Camp

Budgeting Boot Camp

by Beata Kirr, Tara Thompson Popernik
How do you decide what to spend today, this month, or this year? Rather than make a series of ad hoc decisions, a budget can help you weigh all your needs and desires against your income—and set priorities. Creating a budget can also help you save for bigger-ticket items, like a new car, travel, or paying down debt.

Wealth Planning


Likes 0
SHARE
Bookmarks
When Is the Right Time to Exercise an Option?
Women, Take Control of Your Health Plan Today
The Facts of Life for Female Investors
Year-End Gifting with a Twist
Should I Pay Down My Debt?
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


Likes 0
SHARE
Bookmarks
When the Target Is Moving, Flexibility Is Key
Year-End Tax Planning When Tax Code Appears to Be Poised for Change
The Facts of Life for Female Investors
Get Smart About Direct Charitable Giving

The content on this page may include link(s) that will take you out of our website. This is provided for your information and convenience. We are not responsible for the content of any third party's website, including the website(s) you may link to. We are not affiliated with any other website and do not endorse any information contained on any third party's website.

Back to a top