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 Event / Speaking Engagements / October 17, 2022

Wealth Counsel Virtual Summit

PLI California / Practising Law Institure / 19-20 September, 2022

Basics of International Taxation 2022

PLI New York / Practising Law Institure / July 19-20, 2022

Basics of International Taxation 2022

IoD Building, London / Thought Leaders 4 Private Client / July 5, 2022

The Modern Trust: Contentious Trusts in a Changed Social Landscape

Guernsey / Mourant / May 26, 2022

Mourant Guernsey Trusts Forum

Jersey / Mourant / May 24, 2022

Mourant Jersey Trusts Forum

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