Family Office Series Pt. 2: Top 5 Tax Planning Trends
This episode is brought to you by RSM US, a leading audit, tax and advisory firm. RSM develops multi-generational relationships with family offices by providing tailored advisory services to help sustain the family’s vision in an evolving, digitally driven world. It's part of a five-part series highlighting issues relevant to family offices. **** In this episode, RSM’s family office tax leaders Ben Berger and Tommy Wright join the podcast to discuss five key areas that family offices should focus on. They explain potential tax policy changes related to charitable giving and estate planning…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.