Tax Issues for Family Offices: Structuring Options, Income Tax Planning, Allocations, Investments
Recording of a 90-minute premium CLE/CPE video webinar with Q&A
This CLE/CPE course will provide tax attorneys and professionals an in-depth analysis of key tax considerations for family offices under current tax law and discuss the potential impact of proposed legislation. The panel will discuss cases and legislation impacting the family office industry, considerations for structuring a family office, selected tax matters, and best practices and developments in the family office industry.
Outline
- Review of family office types and structures
- Overview and comparison of Lender Management and Hellmann cases
- Case study of an indicative family office structure
- Relevant federal tax considerations and impact of proposed legislation
Benefits
The panel will review these and other key issues:
- What are the necessary attributes for a family office activity to rise to the level of a trade or business for tax purposes?
- What are specific tax considerations in structuring family offices?
- How can investment partnerships help assist with the formation of a family office structure?
- How can a family office be funded and operated tax-efficiently?
- What current proposed legislation could impact family offices and the structuring of family offices in the future?
Faculty
Samuel F. Thomas
Attorney
Seward & Kissel
Mr. Thomas is an associate in the Trusts & Estates Group. He received a J.D. from Harvard Law School and a... | Read More
Mr. Thomas is an associate in the Trusts & Estates Group. He received a J.D. from Harvard Law School and a B.A., summa cum laude, from Tulane University, and is currently a part-time student in the LLM in Taxation program at New York University School of Law.
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Robert L. Tobey, CPA
Partner
Reid CPAs
Mr. Tobey’s tax career got started with an introductory tax course at Western Michigan University’s Haworth... | Read More
Mr. Tobey’s tax career got started with an introductory tax course at Western Michigan University’s Haworth School of Business taught by Dr. Kathleen Sinning. After graduating WMU, he started a practice in Chicago with a predecessor to one of the Big Four. After that, Mr. Tobey worked in industry as an income tax director of publicly held companies, at mid-sized CPA firms, and owned his own firm. His goal is to guide clients through the complexities of federal, state, and international tax laws to reach their economic objectives while explaining this to them in plain English.
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