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

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Thursday, November 17, 2022
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11:00 a.m.–12:00 p.m. PT / 2:00–3:00 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

Senior Managing Director, West Coast Regional Team Lead and Advanced Planner, First Republic Investment Management

Miranda Holmes is a Senior Managing Director, West Coast Regional Team Lead and Advanced Planner at First Republic Investment Management. Prior to joining First Republic in 2012, Ms. Holmes held Senior Advanced Planning roles at UBS, Wells Fargo, Merrill Lynch and Prudential Financial Planning. She has over 20 years’ experience advising high and ultra high net worth clients and their families.

Ms. Holmes is Past President of the San Francisco Estate Planning Council, is a CERTIFIED FINANCIAL PLANNER™ professional, and holds her Chartered Financial Consultant®, Chartered Life Underwriter® and Chartered Retirement Planning Counselor℠ designations.

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