Search Results

As families and family offices grow and become more complex, attracting and developing the right talent now requires total compensation plans that are competitive and keep pace with an evolving workforce. This session will offer fresh perspectives, based on our 2024 Compensation and Benefits Study, to help family offices as they work to create comp...

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...

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 ...

As families and family offices grow and become more complex, attracting the right talent to deliver and manage services requires compensation plans that are competitive and keep pace with an evolving workforce. This session will offer fresh perspectives, based on our 2024 Compensation and Benefits Study, to help family offices creat...

To clarify the inherited IRA distribution requirements that were first laid out in the 2019 SECURE Act, the IRS issued proposed regulations in 2021 that impacted IRA beneficiaries. While investors and wealth owners may perceive the taxes they’ll incur as unfavorable due to the requirement of minimum distributions, the new regulations may benefit in...

For income earned in 2025 and tax returns filed in 2026, this tax planning reference guide provides information on the tax rate schedules, exemptions, and contributions to savings plans. Check with your advisors to see if you need to make any adjustments regarding your tax efficiency, wealth planning, retirement planning, philanthropic strategics, ...

With the U.S. election results in 2024 setting the stage for significant changes in tax legislation, the administration is expected to prioritize extending the Tax Cuts and Jobs Act of 2017 (TCJA) and potentially repealing parts of the Inflation Reduction Act, which may lead to adjustments in corporate taxes and individual tax provisions. As we nav...

The myriad of challenges in 2024 significantly impacted operations, budgeting, and workforce management for all organizations in 2025. Leveraging strategic solutions will be essential for optimizing benefits, controlling costs, and supporting employees’ overall well-being in 2025. Employers can use this year’s Employee Benefits Market Outlook for e...

With the new administration in the U.S. and its focus on various parts of the Tax Cuts and Jobs Act (the TCJA) and the estate tax, changes are expected amid the balancing of competing considerations. In this 10-minute interview, Jason Kohout, partner and co-chair of the Family Offices group at Foley & Lardner, and John Strom, federal lobbyist a...

For many individuals, philanthropy is one of the more gratifying parts of estate planning. Adding in a multigenerational component—one that involves the family’s needs, interests, assets, and goals—can make it even more meaningful and compelling. With the focus on the family and through open channels of communication, philanthropy can be an excelle...

Family offices are getting more and more sophisticated, with complex structures and investment platforms similar to that of institutions. Attracting the talent to deliver and manage those models and platforms demands a compensation package that is competitive with other professional firms. Eric and Ken will discuss how the industry has changed and ...

The forces of change in the health care and employee benefits environment have grown stronger and more disruptive with each year. But the disruption has also opened up a rich set of options to help family offices and businesses respond to the needs of the workforce, promote the need for behavioral changes, and still generate financial benefits for ...

The biennial 2022 Compensation and Benefits Report is designed to help family office board members and executives assess the office’s compensation plan. The report highlights key family office compensation and benefits areas, and provides invaluable perspective on your office’s plan relative to your peers. This year’s survey was, once again, dev...

It's not news to family office hiring managers that prepandemic employment challenges have only become more intense. COVID-19 just fanned an existing flame of empowerment and flexibility demands. Salary is no longer a potential hire’s biggest concern. When the postpandemic conversation becomes less about where work is done and more about how (and h...

Effective tax and wealth planning can be a challenge, especially when there is a possible recession, elevated inflation, rising interest rates, and geopolitical strife. With this guide, you have the planning information and resources to help you make the right moves to plan for your family’s future and manage your wealth. In addition to insights on...