Family Office Tax Roundtable 2022 - McDermott Will & Emery

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

Creative Ways to Fortify & Supercharge Family Multigenerational Structures

 

Technical Income Tax Considerations in Current Family Office Planning

Taxing Tokens: Navigating the Digital Asset Winter

 

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

Dig Deeper

Chicago, IL / McDermott Event / May 14 – 15, 2024

Tax Symposium 2024

Houston, TX / Speaking Engagements / May 14, 2024

TEI Houston Chapter 2024 Tax School

Virtual / Speaking Engagements / March 26 and 28, 2024

Forte 2024 Global Tax Optimization Boot Camp

Washington, DC / Speaking Engagements / March 17 – 20, 2024

TEI 2024 Midyear Conference