Family Office Tax Update: Foundational Principles and Emerging Issues
Note: CLE credit is not offered on this program
Recording of a 110-minute CPE webinar with Q&A
This course will discuss the latest planning and structuring strategies with respect to family offices in light of the ever-changing legal and tax landscape.
Outline
- The family office defined
- Structuring considerations
- Recent legislative and regulatory considerations
- Planning with respect to certain types of investment assets
- Compliance and best practices
Benefits
The panel will review these and other critical issues:
- When is granting a profits interest a taxable event?
- What criteria must be met for a family office to be considered a "trade or business?"
- Planning for the unknown: How can family offices prepare for possible legislative and regulatory changes?
- Which entity and structuring options are the most appropriate for family offices?
- How can a family office efficiently structure investments in certain asset classes (e.g., crypto, private aircraft, art)?
Faculty
Joshua M. R. Becker, J.D.
Partner
Pillsbury Winthrop Shaw Pittman
Mr. Becker is a Tax attorney with over 10 years of international law firm and accounting firm experience. He counsels... | Read More
Mr. Becker is a Tax attorney with over 10 years of international law firm and accounting firm experience. He counsels clients in a diverse range of tax, business, and private wealth matters. Mr. Becker's experience includes the tax and non-tax aspects of investment fund formations, private equity mergers and acquisitions, hedge funds, family office operational and investment structures, and real estate joint ventures and investments. Prior to joining Pillsbury, he was a founding member of a multi-family office and registered investment advisor dedicated to blockchain and digital asset investors, founders, and entrepreneurs.
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Megan L. Jones
Partner
Pillsbury Winthrop Shaw Pittman
Ms. Jones is a tax attorney who focuses her practice on advising entities, individuals and family offices on planning... | Read More
Ms. Jones is a tax attorney who focuses her practice on advising entities, individuals and family offices on planning matters, both domestically and internationally. Her experience includes handling a broad range of complex U.S. and international tax issues, with an emphasis on individuals, entities and family offices. Ms. Jones's work spans both income and estate tax planning work. Having a corporate background, she assists clients in domestic, international and multijurisdictional tax and corporate planning relating to startup company and entity formation, investment entity structuring, and the acquisition, disposition and restructuring of businesses, corporations and partnerships.
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