Family Office Tax Update: Foundational Principles and Emerging Issues
Note: CLE credit is not offered on this program
A live 110-minute CPE webinar with interactive Q&A
This course will discuss the latest planning and structuring strategies with respect to family offices in light of the ever-changing legal and tax landscape.
Outline
- The family office defined
- Structuring considerations
- Recent legislative and regulatory considerations
- Planning with respect to certain types of investment assets
- Compliance and best practices
Benefits
The panel will review these and other critical issues:
- When is granting a profits interest a taxable event?
- What criteria must be met for a family office to be considered a "trade or business?"
- Planning for the unknown: How can family offices prepare for possible legislative and regulatory changes?
- Which entity and structuring options are the most appropriate for family offices?
- How can a family office efficiently structure investments in certain asset classes (e.g., crypto, private aircraft, art)?
Faculty
Joshua M. R. Becker, J.D.
Counsel
Pillsbury Winthrop Shaw Pittman
Mr. Becker is a Tax attorney with over 10 years of international law firm and accounting firm experience. He counsels... | Read More
Mr. Becker is a Tax attorney with over 10 years of international law firm and accounting firm experience. He counsels clients in a diverse range of tax, business, and private wealth matters. Mr. Becker's experience includes the tax and non-tax aspects of investment fund formations, private equity mergers and acquisitions, hedge funds, family office operational and investment structures, and real estate joint ventures and investments. Prior to joining Pillsbury, he was a founding member of a multi-family office and registered investment advisor dedicated to blockchain and digital asset investors, founders, and entrepreneurs.
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Aaron Borden, J.D., CPA
Partner, Private Wealth Services
Grant Thornton
Mr. Borden has more than 15 years’ experience finding solutions to complex tax problems for his clients.... | Read More
Mr. Borden has more than 15 years’ experience finding solutions to complex tax problems for his clients. Currently his work is focused on assisting business owners and entrepreneurs in achieving their desired legacy and succession planning goals. His work in this area often involves advising on estate plans, charitable giving strategies, multi-generational planning, and other matters that often go beyond the tax aspects client goals. In recent years, Mr. Borden has also assisted his clients in connection with foreign and domestic trust issues, family limited partnerships, private annuity transactions, like-kind exchanges, opportunity zone investments, private foundations, charitable trusts, conservation easements, personal use of corporate aircraft, employee stock ownership plans, and retirement planning.
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CPE processing must be ordered prior to the event.
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CPE On-Demand