Private client services year-end webcast

With 2020 nearly upon us, tax planning is an immediate concern for owner-managed business leaders, high net worth individuals and families. With the first filing season post-tax reform now closed, the gray areas in the tax landscape are fewer and there is a bit more clarity.

Join leaders from RSM’s private client services practice for a 90-minute update on pressing tax issues you need to consider before Dec. 31 and think about in the year ahead.

The discussion will provide insight for year-end planning considerations and trends in the following areas:

• Individual, business and trust income tax considerations
• Estate tax considerations
• Business ownership, structure and transition considerations
• Family office planning and trends
• Investment, compensation and charitable planning considerations
• And more

Download webcast slides