Family Office Tax Roundtable 2022 | McDermott

Family Office Tax Roundtable 2022

Overview


Our tenth annual Family Office Tax Roundtable, saw our esteemed private client and tax lawyers addressing critical tax considerations to help you prepare for the road ahead.

Whether fortifying your multigenerational structure or understanding state and local tax attributes, equip yourself with the best tools and strategies to optimize your 2023 tax planning.

Topics included:

  • Current Developments – Income and Transfer Tax
  • Creative Ways to Fortify & Supercharge Family Multigenerational Structures
  • Cryptocurrency
  • State Tax Update: Remote Workforce Issues, PTE Taxes, Investment Partnerships, &Trust Residency Considerations

To view the full agenda, please click here.

 

Current Developments: Income & Transfer Tax

Video – Current Developments: Income & Transfer Tax session, part of McDermott's 2022 Family Office Tax Roundtable programming (runtime: 51m)
Creative Ways to Fortify & Supercharge Family Multigenerational Structures

Video: Creative Ways to Fortify & Supercharge Family Multigenerational Structures session, part of McDermott's 2022 Family Office Tax Roundtable programming (runtime: 52m)

 

Technical Income Tax Considerations in Current Family Office Planning

Video: Technical Income Tax Considerations in Current Family Office Planning session, part of McDermott's 2022 Family Office Tax Roundtable programming (runtime: 47m)
Taxing Tokens: Navigating the Digital Asset Winter

Video – Taxing Tokens: Navigating the Digital Asset Winter session, part of McDermott's 2022 Family Office Tax Roundtable programming (runtime: 44m)

 

State Tax Update: Remote Workforce Issues; PTE Taxes & Investment Partnerships / Trust Residency Considerations

Video – State Tax Update: Remote Workforce Issues; PTE Taxes & Investment Partnerships / Trust Residency Considerations session, part of McDermott's 2022 Family Office Tax Roundtable programming (runtime: 43m)

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