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TAX1915 - Family Office - Hot Topics

‐ Jun 12, 2019 1:45pm

Eric Johnson from Deloitte Tax LLP and Randy Abeles from RSM US LLP will cover recent hot topics for family offices, including recent case law and judicial activity, how the 2017 Tax Cuts and Jobs Act has impacted family offices, a review of family office entity selection (passthrough vs. C-corporation) in light case law and tax reform, and other relevant developments.

Learning Objectives:

  1. Consider recent case law and judicial developments impacting family offices. 
  2. Understand how tax reform has impacted family offices.
  3. Identify considerations for family office entity selection in light of case law and tax reform.
  4. Recognize other relevant developments in the family office space.




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