United States

Private client services year-end webcast

Tax planning considerations


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

Event details

Who should attend
Individual taxpayers, family business owners, investors, family office professionals and tax professionals


More information
Email us or call +1 800 274 3978