Tim Wing Email & Phone Number

Chicago, Il, Us

In December 2020, Tim completed six years as an Appointed Trustee with a “Top 5” Chicago-land west-suburban police pension plan. Illinois State law plan restrictions along with the upcoming consolidations of over 600 Illinois Police & Fire plans sometime within the next two years has prompted Tim’s development of consulting related to the Market Framing approach to portfolio management [PM].Public sector defined benefit [DB] plans as well as Corporate ERISA plans will benefit from the Market Framing utility of both front and back “book ends” in PM. The “front” book end controls information, valuation and market price risk assessment and management with the “back” controlling liability and liquidity management. Consulting includes a plan “derivatives risk assessment” while promoting the use of conservative listed option strategies in meeting DB unfunded commitment reconciliation, targeting liability “hot spots.” In a post QE-induced capital markets “bubble” plan trustees should be reminded of the singular importance of “Safety of Principal” as the preeminent “bullet point” in the Investment Policy Statement. The “bubble” will force literally trillions of dollars of corporate and organization funds into DB funding, placing a new emphasis on more efficient and effective C&B planning. Tim’s TRIAGE ™ [Tax, Regulatory & Investment Analysis & General Evaluation] multi-year tax and investment planning [MYTIP] service is as an affordable tax and investment planning tool for corporate / organizational employees. It is supported by his evolutionary Darwin ™ planning template capable of producing its APE ™ (Action Plan Evaluation) Reports in minutes rather than hours and at a sharply reduced cost than the competition. Tim’s Wealth Management [WM] experiences and expertise began with his creation and teaching of the popular elective course - “Tax & Investment Planning for the Highly Compensated / High Net Worth Individual” within the University of Cincinnati’s MST.

As Senior Manager and Director, I designed and programmed a VBA template for use in the review of publicly-traded clients' employee stock option expense calculation and accompanying financial statement disclosure, pursuant to SFAS 123, The above template and valuation protocol also became an acceptable valuation standard for the IRS in reviewing gift tax returns where employee stock options are transferred by executives via gift [see IRS Revenue Ruling 98-21 and Revenue Procedure 98-34].

As Senior Tax Manager, I was also a Director of Executive Financial Services, PwC's then financial planning service for highly-compensated, high net worth individuals. My primary responsibility was in the marketing of such services.

Ms, Taxation

Bs, Accounting