United States

Private client services year-end tax planning

The impact of tax reform


Tax reform has created many opportunities and possible pitfalls for high net worth individuals and owners of closely held family businesses and private companies.

As we near the end of 2018, it is important to determine what possible actions to consider before year-end so that you have time to address any issues and take advantage of any opportunities.

Join our annual private client services year-end webcast for a discussion on key planning ideas in the following areas:

  • Individual income, and estate and gift tax considerations
  • Business ownership and transition considerations
  • State and international considerations
  • And more

Download webcast slides

Event details

Who should attend
Closely held business owners, high net worth individuals


More information
Email us or call + 1 800 274 3978