Private client services year-end tax planning
The impact of tax reform
RECORDED WEBCAST |
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