Sharing ‘Fun and Exciting’ Tax News—Justin Miller of Evercore

What do you love most about your job?

The most common question I get asked is whether I decided to become a tax pro for the fame or the fortune. And while I certainly can relate to A-list movie stars and hall-of-fame athletes, there is one thing about being a tax pro that those other second-choice professions simply do not offer: I help people save money.

With good income, gift, estate, and generation-skipping transfer tax planning, individuals can support loved ones and charitable causes in a tax-efficient manner for multiple generations—especially in a favorable trust jurisdiction without a rule against perpetuities.

And, to be perfectly honest, the best part about being a tax pro is that you continually have fun and exciting news to share at cocktail parties thanks to Congress constantly changing the rules. That’s why tax pros are always the LIFO the party.

This article does not necessarily reflect the opinion of The Bureau of National Affairs, Inc., the publisher of Bloomberg Law and Bloomberg Tax, or its owners.

Author Information

Justin Miller is a San Francisco-based partner and national director of wealth planning at Evercore Wealth Management, an adjunct professor at Golden Gate University School of Law, and a fellow of the American College of Trust and Estate Counsel.