Breakout 3 - Tax Planning Strategies for Real Estate Owning Families
Overview
Much has been written about the sweeping tax law changes as part of the 2017 Tax Cuts and Job Act. Ultra-wealthy taxpayers and business owners alike are faced with not only a myriad of changes, but also many planning opportunities. For real estate owners, investors, and developers, the impacts are significant. Experts will take participants through the tax law changes and explore opportunities for targeted trust strategies that real estate owning families might consider.
Tina Milligan, Managing Director, CTC | myCFO
Patrick Moriarty, Partner, PricewaterhouseCoopers