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Concurrent Session Onsite and Online

TAX2321. Family Office Hot Topics

Eric Johnson and Mark Bauters from Deloitte Tax LLP will cover recent hot topics for single family offices, including an overview of recent case law and judicial activity, tax matters concerning the formation of the family office, leading practices for structuring investment partnerships, and looking ahead to observed trends and other developments.

Learning Objectives:

  • 1. Consider recent case law and judicial developments impacting family offices
  • 2. Review tax matters concerning the formation of the family office
  • 3. Analyze leading practices for structuring investment partnerships
  • 4. Recognize observed trends and other developments
Date/Time
CPE Credits
1.5
NASBA Field of Study
Taxes
Level
Advanced
Prerequisites
4-5+ years in the Profession
Advanced Preparation
NA
Session Tags
TAX
CGMA
CFP