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Year-End Planning Roundtable: What to Expect and How to Prepare

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Thursday, October 14, 2021

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1:00–2:00 p.m. PT / 4:00–5:00 p.m. ET

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Webinar

Join our panel of senior First Republic Private Wealth Management leaders for a collaborative discussion on year-end planning in a tax-changing environment and what to review before year-end, including:

  • Retirement savings
  • Income taxes and capital gains
  • Top items to review annually

Speakers

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RICHARD SCARPELLI

Head of Financial Planning, First Republic Private Wealth Management

Richard Scarpelli is Managing Director and Head of Financial Planning at First Republic Private Wealth Management. Prior to joining First Republic in 2017, Mr. Scarpelli was Head of Financial Planning at UBS and was also Co-Head of Advanced Planning and a Senior Wealth Strategist. Prior to UBS, he was a Tax Senior at Arthur Andersen in the Private Client Services group providing individual, partnership and gift tax advice to high net worth clients. He is a licensed Certified Public Accountant in the state of New York.

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MIRANDA HOLMES

Advanced Planner, First Republic Investment Management

Miranda Holmes is a Senior Managing Director, a West Coast Regional Team Lead and an Advanced Planner at First Republic Investment Management.

Ms. Holmes, who joined First Republic Investment Management in 2012, has over 20 years’ experience advising high and ultra high net worth clients and their families. She advises on executive compensation and benefits planning, concentrated stock positions, private equity and venture capital interests, family and business entities, and risk management solutions. She also consults on trust and estate planning, gifting strategies, philanthropic planning and multigenerational wealth transfer.

Prior to joining First Republic, Ms. Holmes was a Director and Senior Private Planner at UBS Financial Services from 2006 to 2012, a Wealth Planning Specialist at Wells Fargo from 2005 to 2006, a Financial Planning Specialist at Merrill Lynch from 2000 to 2005 and a Financial Planner at Prudential Financial Planning from 1999 to 2000.

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JUSTIN MAKSO

Advanced Planner, First Republic Investment Management

Justin Makso is a Senior Vice President and an Advanced Planner at First Republic Investment Management.

Mr. Makso joined First Republic in 2016. He has more than nine years of experience providing comprehensive financial planning, tax, retirement, and wealth management services and advice to high net worth individuals, families, corporate executives and closely held business owners. Prior to joining First Republic, Mr. Makso was with Lincoln Financial Advisors.

Mr. Makso is a Certified Exit Planning Advisor (CEPA). CEPAs help identify, protect, build, harvest and manage wealth to assist business owners and their families through an ownership transition. He is a member of the Boston Estate Planning Council and the Financial Planning Association.

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ED RAYYIS

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