Overlooked and Misunderstood: Common Tax and Estate Pitfalls
Overview
Join BDO’s Private Client Services professionals for an insightful presentation on often overlooked and misunderstood aspects of tax compliance, planning, and estate administration for the ultra-high-net-worth community. This session will cover critical topics such as estate planning, trust administration, gifts and charitable giving, international tax compliance, and IRS & state controversies. This presentation highlights common pitfalls and unveils new opportunities, serving as a crucial reminder for attendees on the importance of timely actions, proper documentation, and strategic planning to ensure effective wealth management. It will serve as an invaluable resource for ultra-high-net-worth individuals, families, and their advisors, offering practical insights and strategies to maximize tax planning opportunities.
Abbie M.B. Everist, JD, LLM, M
Tax Managing Director, Private Client Services, BDO
Rosy Lor, JD, LLM
Managing Director, BDO Private Client Services