FOX Webcast: Overlooked and Misunderstood: Common Tax and Estate Pitfalls - November 13, 2024
Overview
Please join us on Wednesday, November 13, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.
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.
Please click on the Register button below to sign up for this webcast. A replay of this webcast will be available to members approximately three weeks after airing.
You may contact the Events Team with any questions at events@familyoffice.com
Field of Study: Taxes - Up to 1 CPE credit can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.
Program Level: Overview | No prerequisites are required for this session. | Delivery Method: Group Internet Based
Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
REFUND POLICY: For this event, there is no fee. To cancel, you may contact the Events Team at events@familyoffice.com. For more information regarding administrative policies please contact FOX office
Agenda
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10:00 am CT |
Webcast Begins |
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Presentation: Overlooked and Misunderstood: Common Tax and Estate Pitfalls |
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11:00 am CT |
Webcast Adjourns |
Speaker(s)
Jeremy Mertens, JD, CPA, LLM
Tax Managing Director, Private Client Services, BDO
Jeremy is a Managing Director with the BDO National Tax Office. He has over fifteen years of experience working with high net worth individuals in the areas of personal income taxation and planning, trust taxation and planning, gift taxation, and estate planning. Prior to BDO, Jeremy spent five years with the Big Four working primarily with affluent clients, as well as three years working for a local firm addressing the needs of clients and their family entities.
Jeremy works with a diverse client base by providing numerous services including: research, estate and trust planning, tax planning, and wealth transfer planning.
Rosy Lor, JD, LLM
Managing Director, BDO Private Client Services
Rosy is a managing director in the U.S. BDO Private Client Services National Tax Office and co-leads the firm’s Private Client Services International Tax Committee. She focuses on cross-border tax matters affecting high net worth individuals. Her areas of experience include pre-immigration and expatriation tax planning, cross-border estate and gift tax matters, foreign trusts, tax treaties and other international agreements, and tax controversy.
Prior to joining BDO, she worked on cross-border private client tax matters at a Big Four accounting firm and spent over 13 years with the IRS Office of Chief Counsel, where she last served as a Senior Technical Reviewer in the IRS Office of Associate Chief Counsel (International).