Tax Issues for Family Offices: Structuring Options, Income Tax Planning, Allocations, Investments
Recording of a 90-minute premium CLE/CPE webinar with Q&A
This CLE/CPE webinar will provide tax attorneys and tax professionals an in-depth analysis of key tax considerations for family offices under current tax law. The panel will discuss critical tax provisions impacting family offices, structuring options to maximize tax benefits, income tax issues and planning, allocations, direct investments, and other crucial items to consider for a family office.
- Family office types and structures
- U.S. and international tax considerations
- Estate tax issues
- Best practices for counsel and tax professionals
The panel will review these and other key issues:
- What are the tax considerations in structuring family offices?
- What are some of the key domestic and international tax issues for family offices?
- What are the key estate tax issues?
- What tax issues must be considered regarding investments?
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