On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA), the most significant US tax overhaul since the 2017 Tax Cuts and Jobs Act (TCJA). The OBBBA includes critical changes impacting family offices,...more
7/14/2025
/ Capital Gains Tax ,
Closely Held Businesses ,
Estate Planning ,
Federal Budget ,
High Net-Worth ,
Income Taxes ,
Partnerships ,
Tax Deductions ,
Tax Exemptions ,
Tax Planning ,
Tax Reform
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
Taxes can have a significant impact on family offices, influencing decisions around structure, investing and overall planning strategies. McDermott’s Family Office Tax webinar series explores the latest trends and guidance on...more
McDermott Will & Emery’s Family Office Tax Roundtable provides participants with an interactive virtual program focused on select income and transfer tax considerations for family enterprises. Attendees will hear...more
10/20/2020
/ Acquisitions ,
Family Offices ,
Income Taxes ,
Mergers ,
New Regulations ,
Partnerships ,
S-Corporation ,
Tax Planning ,
Tax Reform ,
Transfer Taxes ,
U.S. Treasury ,
Webinars
Dramatic market shifts are causing family offices to reconsider their structures, especially family office compensation arrangements that are based on public market valuations. These same dynamics are creating opportunities...more