Our tenth annual Family Office Tax Roundtable, saw our esteemed private client and tax lawyers addressing critical tax considerations to help you prepare for the road ahead.

Whether fortifying your multigenerational structure or understanding state and local tax attributes, equip yourself with the best tools and strategies to optimize your 2023 tax planning.

Topics included:

• Current Developments – Income and Transfer Tax
• Creative Ways to Fortify & Supercharge Family Multigenerational Structures
• Cryptocurrency
• State Tax Update: Remote Workforce Issues, PTE Taxes, Investment Partnerships, &Trust Residency Considerations

To view the full agenda, please click here.

Current Developments: Income & Transfer Tax

Creative Ways to Fortify & Supercharge Family Multigenerational Structures

Technical Income Tax Considerations in Current Family Office Planning

Taxing Tokens: Navigating the Digital Asset Winter

State Tax Update: Remote Workforce Issues; PTE Taxes & Investment Partnerships / Trust Residency Considerations