Katrina Crafton Fluet

Katrina Crafton Fluet

McDermott Will & Schulte

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Key Takeaways | Family Offices: Evolution & Efficiencies

This session of the Private Client West Coast Forum 2024 focused on recent developments, including income tax planning to support investment performance, executive compensation planning, private placement life insurance...more

11/27/2024  /  Exchange-Traded Products , Executive Compensation , Family Offices , Investment Management , IRS , Private Placement Life Insurance , Profits Interests , Tax Cuts and Jobs Act , Tax Planning
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