United States

Tax planning in an election year

How to spot issues and evaluate opportunities


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Though we are still several months away from the outcome of November’s presidential election, tax planning opportunities exist today for closely held companies and individuals as you prepare for the potential tax changes ahead.

Regardless of which candidate is elected, the implications for private equity, closely held companies, family offices and high net worth individuals could be dramatic. With this in mind, those affected can proactively formulate go-forward plans. 

During this webcast, our professionals will provide their insights on:

  • Potential tax changes ahead
  • Income tax planning
  • State tax implications
  • Entity choice decisions
  • Estate and gift tax implications
  • PE and real estate planning
  • Compensation planning

Join us as we discuss the key tax changes that may occur and potential considerations.

Our presenters

James Alex


Areas of focus: Tax Policy

Carol Warley


Andy Swanson


Tommy Wright


Event details

Who should attend
Private equity professionals, fund managers, group principals, high net worth family offices



More information
Email us or call +1 800 274 3978