Private Client Roundtable

Thaw out with McDermott’s Tax and Private Client teams during our first (of many) Boston Private Client Roundtables where attendees can reconnect with peers in the tax, private client and wealth advisory space in the city. We will discuss hot topics affecting affluent families, their family offices and advisors, with cocktails and light hors d’oeuvres to follow.

Topics Include:

• Latest developments under Section 2036 & family limited partnerships
• Qualified Small Business Stock (QSBS): The ultimate planning opportunity?
• Family office profits interests considerations
• “Supercharging” family structures with freeze partnerships & other applications

And more!

RSVP to Erin Nelson by Wednesday, March 8, 2023.