Marian Miner Cook
Athenaeum

A distinctive
feature of social and
cultural life at CMC

 

Planning with the New Tax Law and Avoiding Mistakes Under the Old Law

Wed, February 7, 2018
Lunch Program
Peter Maier '49 GP'21 GP'21

Peter Maier '49 GP'21 GP'21, a member of CMC’s second graduating class in 1949, has 36 years of experience in both real estate and securities management, as well as a distinctive career in real estate and tax law. Maier '49 will offer a review of the new tax law recently enacted by Congress and will share some ideas on how the imposition of income, estate, and gift taxes can be lessened or, in some cases, avoided.      

Peter Maier '49 GP'21 GP'21 received a B.A. with honors in economics from Claremont McKenna College, a Juris Doctor degree from UC Berkeley, and a Masters of Law in Taxation from NYU.   

From 1965, Peter Maier was a senior partner of Winokur, Maier & Zang, a San Francisco tax law firm, and chairman and founder of Property Resources, Inc., now a division of Franklin Resources. Maier was also professor of law at the Hastings College of the Law from 1967 to 1995.

In 1981, he was co-founder of Wood Island Associates, an SEC-registered investment advisory firm. This company was purchased in 1998 by U.S. Trust Company and he became a managing director of U.S. Trust. Maier also co-founded a real estate investment advisory firm in 1981 that eventually also became a division of U.S. Trust Company. In 2005, Peter reacquired the securities firm from U.S. Trust and renamed the company “Private Wealth Partners, LLC.” Maier now serves as it chairman.  

Maier is active in various charitable organizations: he is chairman of the Fromm Institute for Lifelong Learning at the University of San Francisco and is president of the John B. Huntington Foundation. In addition, he serves as a trustee of the Alfred and Hanna Fromm Fund, the University of San Francisco and the Osher Center for Integrative Medicine at the University of California Medical Center, San Francisco. 

View Video: YouTube with Peter Maier '49 GP'21 GP'21

Marian Miner Cook Athenaeum

Claremont McKenna College
385 E. Eighth Street
Claremont, CA 91711

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