Family Office Tax Roundtable 2023 - McDermott Will & Emery

Family Office Tax Roundtable 2023

Overview


At McDermott Will & Emery’s 11th annual Family Office Tax Roundtable, our esteemed lawyers explored strategies to optimize tax planning and avoid common pitfalls. From transfer tax planning and charitable deductions to deferred compensation and multijurisdictional relationships, dynamic sessions provided insights on the latest trends and guidance on tax planning for family offices ahead of 2024.

Discussion topics included:

  • Tax-Efficient Investments & Investment Structures
  • Mind the Gap: Avoiding Costly Missteps in Charitable Planning & Administration
  • Is Your Private Trust Company Crossing the (Tax) Line?
  • Stuck Like Glue: Using LTI & Deferred Compensation to Attract & Retain the Best Family Office Employees
  • Steering the Supertanker: Thoughts on Tax Planning and Structuring with Large Estates

To view the full agenda, please click here.

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CalTax Board of Directors Meeting

Webinar / Speaking Engagements / June 11, 2024

Ring of Fire, California's Wildfires, Insurance Market, and Taxes

London / ThoughtLeaders 4 Private Client / July 4, 2024

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