Tax planning techniques in a depressed, low-interest rate environment

May 04, 2020
Personal tax planning Private client services Tax policy

The Coronavirus Aid, Relief, and Economic Security (CARES) Act contains important tax relief provisions. Coupled with sophisticated planning, now is the time to revisit your individual tax strategy.

Christa Clark, RSM’s private client services investment fund executive practice leader, shares key income tax and wealth planning techniques tailored specifically for investment fund executives.

Learn what key income tax and wealth planning techniques investment fund executives should consider now. Topics include:

  • Charitable planning with fund assets
  • Estate and gift transfers of partnership interests
  • Individual and business tax relief from the CARES Act
  • Impact of a remote work force