2021 Family Office Tax Roundtable | McDermott

2021 Family Office Tax Roundtable

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.

Dig Deeper

Virtual / Speaking Engagements / June 10, 2025

Recent Trends in Tax Credit Monetization & Transfer Structures

Chicago, IL / McDermott Event / May 20 – 21, 2025

Tax Symposium 2025

Webinar / Speaking Engagements / May 14, 2025

Planning Techniques for Large Estates 2025

Houston, TX / Speaking Engagements / May 5 – 9, 2025

TEI Houston Chapter 2025 Tax School

New Orleans, LA / Speaking Engagements / April 28 – May 1, 2025

COST’s 2025 Spring Conference and Audit Session

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