Overview
Taxes can have a significant impact on family offices, influencing decisions around structure, investing, and overall planning strategies. McDermott’s Family Office Tax Webinar Series explores the latest trends and guidance on tax planning for family offices and identifies opportunities to optimize tax efficiency.
Each episode in the series offers timely perspectives and actionable strategies designed to help family offices navigate evolving tax landscapes and make informed decisions.
Next Webinar
Stay tuned for additional webinars in the series to be announced.
Previous Webinars
The One Big Beautiful Bill Act: What Family Offices Need to Know | McDermott’s Tax and Private Client teams examined how the One Big Beautiful Bill Act (OBBBA) affects wealth planning, investment structuring, charitable giving, and international strategy for family offices and high-net-worth clients. View the key takeaways here.
The Family Office Rule Decoded | McDermott’s Corporate and Family Office Groups explored the key provisions of the Family Office Rule, providing insights and strategies to help family offices maintain their exempt status, minimize compliance risk, and inform strategic planning. Access to the webinar replay is by invitation only. Get in touch to learn more.
SALT on the Wound: Navigating State and Local Taxation of Modern Trusts | In our second webinar in the series, we explore how various states impose taxes on nongrantor trusts, taking into account recent case law and constitutional developments. Watch the replay.
Family Office Tax Webinar Series: Compensation Strategies | Our first webinar covered the legal, tax and administrative considerations a family office faces when creating incentive and deferred compensation plans for employees. Watch the replay.