McDermott’s Tax and Private Client teams reconvened in Boston to host their second Private Client Roundtable on June 13, 2023. Carlyn McCaffrey, Todd Angkatavanich, Daniel Hatten and John Karasek led a discussion about the hottest topics affecting affluent families, their family offices and advisors.

Discussion topics included:

• Freeze planning & planning in the current environment ahead of 2025
• Environmental, Social & Governance (ESG) Investing
• The Corporate Transparency Act (CTA) & FinCEN rules
• Passive Foreign Investment Company (PFIC) & Controlled Foreign Corporation (CFC) attribution rules