Advanced Tax Planning Harnessing the Power of Asset Location

Date: Thursday, July 14, 2016
Time: 11:15am - 1:15pm
Location: SDSM&T - Christensen Hall of Fame Room
Speaker: Kurt Kauffman

Kurt Kaufman is the Director of Retirement and Wealth Strategies with Jackson National Life.  Kurt joined the Jackson Retirement and Wealth Strategies Group in May 2012, bringing with him more than a decade of wealth management and legal experience.  In his most recent position, Kurt served as vice president and wealth advisor of UHNW clients within The Private Client Reserve of US Bank.  He also has experience in the public sector where he reformed and converted a $3.6 billion public trust to private industry operation standards for the Department of the Interior. 

A graduate of the University of Washington with an LLM in Taxation, Kurt has also earned a Doctor of Jurisprudence from the University of Montana, and a bachelor’s degree in Public Administration from Montana State University.  He holds FINRA Series 6 and 63 registrations.



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