Family Office Tax Update: Structuring, Meeting Trade or Business Criteria, Recent and Impending Legislation
Note: CLE credit is not offered on this program
Recording of a 110-minute CPE webinar with Q&A
This course will explain how recent and imminent tax changes impact family offices. Our panel of family wealth professionals will explore tax planning strategies to minimize taxes paid by these families and their offices.
- The family office
- Structuring considerations
- Compliance issues
- Recent legislative changes
- Potential upcoming tax changes
- Best practices
The panel will review these and other critical issues:
- When is granting a profit interest a taxable event?
- What criteria must be met for a family office to be considered a trade or business?
- How can family offices prepare for upcoming tax changes?
- How are family offices impacted by the many recent legislative changes?
- What entity and structuring options are the most appropriate for family offices?
Joshua M. R. Becker, J.D.
Kramer Levin Naftalis & Frankel
Mr. Becker works on matters involving federal, state and local tax issues, in particular the tax aspects of mergers and... | Read More
Mr. Becker works on matters involving federal, state and local tax issues, in particular the tax aspects of mergers and acquisitions; partnerships and other strategic relationships; debt and equity financings; and workouts and restructurings. He assists in advising clients on international tax planning, real estate investment structuring, and family office tax planning and structuring.Close
Aaron Borden, J.D., CPA
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.Close
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CPE credit is not available on downloads.