Daniel Sudit is a market manager at BMO Private Bank.
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
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
Retired Investor »
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