2023 Regulatory, Trust, Tax, and Estate Planning Update | 2023 FOX Family Office and Wealth Advisor Forum
Overview
Don't miss this annual in-depth update. A panel of experts will review recent and potential income tax, trust, and estate planning laws, regulations, and cases in order to discuss managing key challenges and opportunities in 2023. Discover what to watch out for, what to stop worrying about, and what you should consider doing to protect your clients. In addition, a discussion on the Corporate Transparency Act will be included as we look toward 2024 reporting requirements.
Meredith Johnson, Partner, BPM
Jason J. Kohout, Partner, Foley & Lardner LLP
Moderated by Scott Muench, Managing Director, Core Membership, FOX