Family Office Tax Roundtable - McDermott Will & Emery

Family Office Tax Roundtable

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 / December 6, 2022

2022 Tax in the City® Chicago

Marrakech, Morocco / Private Client Global Elite / November 30 - December 2, 2022

Trust and Estates Litigation Forum 2022

Los Angeles, CA; San Francisco, CA; Silicon Valley, CA / McDermott Event / November 8-10, 2022

2022 West Coast Forum