Overview
McDermott Will & Emery hosted the 12th annual Family Office Tax Roundtable, gathering family office tax leaders to discuss potential tax policy changes, explore the latest trends and discover planning strategies for the year ahead.
Discussion topics included:
- Washington Update: Tax Implications of the 2024 Elections and the 2025 Tax Legislative Landscape
- Don’t Get Crossed Up When You SLAT: Designing SLATs and Avoiding the Reciprocal Trust Trap
- Family Office Investments and Tax Lessons Learned on Family Office Planning
- Finding the Tailored Fit: Examining Different Family Office Ownership Model
- Navigating Tax Controversies With a Reinvigorated IRS
To view the full agenda, please click here.
