Robert Dietz, CFA, is the National Director of Tax Research at Bernstein Private Wealth Management, where they simplify tax and estate planning for clients and their advisors. Presently, Robert focuses on evaluating the implications of tax policy on financial planning and wealth transfer strategies. They previously held various roles at AB Bernstein, providing complex wealth planning support to high-net-worth families and their advisors. Robert holds a Master’s of Taxation from DePaul University and a Bachelor of Arts in Finance from Augsburg University.
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