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TAX1807 - Family Office Hot Topics

‐ Jun 12, 2018 2:05pm

This course will cover the recent Lender Management decision and related planning opportunities. In addition, we’ll cover how the 2017 Tax Cuts and Jobs Act has impacted family offices, with emphasis on sections 199A, 212, 461(l), and 1061. Finally, as a result of tax reform, many family offices are considering whether to remain a flow-through or become a C-corporation – we’ll cover the benefits and considerations with that decision.




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