Wealth Transfer Planning: Top of Mind Considerations | 2024 FOX Family Office & Wealth Advisor Forum
Overview
Over the next 18 months, many of us will be extensively planning for two approaching deadlines: the Corporate Transparency Act (CTA) reporting slated for December 31, 2024 and the sunsetting of bonus transfer tax exemptions under the Tax Cuts and Jobs Act (TCJA) on December 31, 2025. Hear what family offices and UHNW families are thinking about as they prepare for both events while protecting client privacy, utilizing available exemptions, and maximizing future optionality.
Kim Kamin, Partner, Chief Wealth Strategist, Gresham Partners LLC
Barbara Grayson, Partner and Midwest Chair, Private Wealth Group, Willkie Farr & Gallagher LLP