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Daniel Sudit

author Image Daniel Sudit is a market manager at BMO Private Bank.

Articles by this Author

Company: BMO Private Bank

Area of Expertise: Comprehensive wealth advisory and investment management services

Web Site: www.bmoprivatebank.com

Topics Presented in Speeches: Retirement, year-end tax planning, wealth transfer, cash flow planning, estate planning

Email: dan.sudit@bmo.com


Dan Sudit oversees the strategic development and delivery of BMOPrivate Bank's personal wealth management platform to high-net-worth individuals, families and organizations, including closely held and family-owned businesses, endowments, and foundations, throughout Washingtonstate. He joined the organization in 2008 and has more than 15 years of experience in financial services. Sudit earned a B.A. from the Universityof Californiaat Berkeley, a J.D. from New England School of Law and an LLM in taxation from GeorgetownUniversityLawCenter. He is a board member of the Seattle Public Library Foundation, the Alliance for Education and Front Porch Communities and Services.

Articles by this Author

  1. Retired Investor »

    Making Effective Use of IRAs as Part of an Estate Plan

    Bequesting your IRA to charity, naming grandchildren as beneficiaries of your Roth IRA or having a heir disclaim an IRA inheritance can lower your estate’s tax exposure.

    June 2014 | Journal