Overview
Whether anticipating the so-called wealth tax, considering profits interest planning or understanding state and local tax attributes, equip yourself with the best tools and strategies to optimize your 2022 tax planning.
Our ninth annual Family Office Tax Roundtable saw our esteemed private client and tax lawyers addressing critical tax considerations with the aim of helping prepare for the future.
Topics included:
- The New Legislative Landscape
- Family Office Income Tax Planning in a Changing Regulatory Environment
- The Impact on Wealth Transfer Planning Strategies & Structures
To view the full agenda, please click here.