United States

2014 Year-end tax planning considerations for high-net-worth individuals and families

RECORDED WEBCAST  | 

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Join leaders from RSM’s Family Wealth Services practice for a one-hour update on key tax planning issues you need to consider before Dec. 31.

The discussion will address the current tax environment and the resulting planning issues individuals and owner-managed business leaders may need to address by year-end.

Topics include:

  • Critical income tax planning considerations
  • Specific estate and gift tax planning steps
  • Tax and investment strategies

Learning objectives

Attendees will learn about updates related to the current tax environment and the resulting tax planning issues they may need to address by year-end.

Featured Presenters

Charles Schultz

Partner

Matt Talcoff

Partner

Randy Abeles

Principal

Who should attend?
Business owners, high-net-worth individuals and families and related finance and tax professionals.

Fee: Complimentary

More information:
Email us or call 800.274.3978.