Watch our webinar above with PagnatoKarp’s Oleg Ikhelson, Director of Tax Services, and Amanda Plonski, Director of Wealth Strategy. Together, they provide a slide deck and real-time updates on important tax law changes, tax filing deadlines, and opportunities to help reduce income, estate, and gift taxes.
- Key Tax Provisions from the Coronavirus Stimulus Program
- Ways to Maximize Charitable Giving Under the CARES Act
- Tax-Saving Strategies for Retirement Accounts and Wealth Transfer
For Audio Only, Listen HERE:
About Our Speakers
Oleg Ikhelson, J.D., CPA, is Director of Tax Services at PagnatoKarp, advising Family Office clients on complex tax planning and tax minimization strategies, as well as preparing individual, partnership, trust and foundation tax returns. He brings nearly 20 years of experience advising ultra-high net worth families on federal and state taxation while streamlining compliance and correspondence. By integrating estate and income tax advisory services with wealth and portfolio management, Oleg helps clients benefit from synergistic wealth planning and True Fiduciary® standards of transparency.
Prior to joining PagnatoKarp, Oleg served as Vice President of Tax Planning and Preparation at a prominent New Jersey investment advisory firm, where he advised ultra-high net worth clients and pharmaceutical executives on estate and income tax planning coordinated with wealth management strategies. Oleg also served as Tax Principal in Private Wealth Services for a leading CPA firm in NYC, catering to the tax planning and compliance needs of wealthy individuals and corporate executives.
Oleg has performed extensive tax research, prepared comprehensive reports on Federal, State and International tax planning opportunities, provided state residency and IRS audit defenses, and advised on the taxation of complex investment products and vehicles as well as estate planning GRATs and FLPs.
Oleg graduated with a Juris Doctor degree from Rutgers School of Law and with a Master of Science degree from National Aerospace University — School of Economics, a prestigious European engineering school located in Kharkiv, Ukraine. He holds a Certified Public Accountant license from New Jersey and New York, and is a member of the New Jersey, New York and U.S. Tax Court Bars.
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Amanda Plonski, CFP®, CPWA®, is Director of Wealth Strategy for PagnatoKarp's Family Office where she advises individuals and multi-generational families on holistic wealth management. Areas of focus include pre-transaction planning, estate and tax planning, cash flow analysis, risk management, wealth transfer and charitable planning.
With nearly fifteen years of financial advisory experience, Amanda is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth Advisor® (CPWA®) certificant, and a member of the Investments and Wealth Institute. This places her at the forefront of advanced strategies for addressing the needs of high-net-worth individuals and families.
Amanda holds an MBA with a Finance concentration from Loyola University Maryland, and a BA in Business Administration/Marketing concentration from Towson University's Honors College
Disclosures: PagnatoKarp Partners, LLC (“ is a registered investment adviser with the SEC Registration with the SEC does not imply any certain level of skill or training Tax Preparation Services are provided by PagnatoKarp Tax Services, LLC (“ PKTS is owned entirely by PagnatoKarp and employees who provide tax preparation services for PKTS are also employees of PagnatoKarp Any views and opinions expressed during this presentation by PagnatoKarp are for information or educational purposes only and constitutes neither investment advice nor a recommendation to sell or purchase holdings in your PagnatoKarp or any other investment related account you may hold Investing in securities involves risk of loss and there is no guarantee that the value of investments will be the same or greater than their original cost when sold If you have any questions regarding your PagnatoKarp account or would like to re evaluate your risk options and investment objectives due to a change in financial position, particularly during this difficult time, please contact your PagnatoKarp advisor.
With $4.8 billion assets under advisement¹, PagnatoKarp specializes in Intelligent Wealth Management™ for CEO Founders, wealth creators and ultra-high-net-worth families. With True Fiduciary® standards of transparency, we embrace the legal obligation to put your interests first while focusing on asset protection, cash flow, and value-added opportunities. Frequently ranked on top financial advisor lists by Barron’s and Forbes, and a Virginia Best Place to Work², PagnatoKarp's goal is to streamline and protect so you have more time to spend on what matters to you most.
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